Using Timeline Views

About Timeline Views

Timeline is a type of view configuration available to all Qatalog users in Tasks and Module Browse views. Changing your Browse view to Timeline will display all of your Tasks or Modules against a calendar, allowing you to compare Tasks or Modules based on Start and End Dates. 

Timelines are great for:

• Roadmapping. Whether you use Tasks to track product work or have a custom Module representing Features or Products, the Timeline view can be used to plot related work and visualize the path to delivery. 
• Visualizing key dates. Sometimes you need a calendar view to better gauge how work is landing. Timeline orients your work based on the dates you find most important. That's right: you have the power to determine the proper "Start" and "End" based on the date fields available to that Task (Creation Date, Start Date, Due Date) or Module (Start Date, any date-based custom field).
• Visualizing cascading work. Often times our work has dependencies on other work. Visualizing Tasks and Modules items in Timeline view can help you more easily identify risks or blockers based on how and when other work is landing.

Accessing Timeline Views

To access Timeline, go to either a Tasks Browse view or a Module Browse view, and click the View dropdown and select "Timeline".

Don't see them? Your Admin may need to edit your organization's Navigation to include Tasks or Modules.

Adjusting your Timeline: Timeframe View

Once you're in a Timeline view, you may want to change the time period from Quarter (the default) to Month or Week. To do so, click on the time period dropdown and select the time period that works best.

Adjusting your Timeline Phase Start/End Dates (Modules Only)

You can adjust the bounds (Phase Start/End Dates) of your Modules to change how they're oriented in your Timeline view. By default, Qatalog will select Creation Date as the Start Date for your Module, and the first available date-based custom field on that Module as the End Date. You can change the Start and End Date for your Timeline phases to whatever date-based custom fields are available within your Module Item. Want another date-based Custom Field? Talk to your Admin about adding one!

Note: Tasks will always be plotted according to their Start Date and End Date. By default, Qatalog will make the Start Date the Task's creation date, but you can always change the Start date manually. If the Task does not have an End Date, it will just show as a 1-day-long Task with the Task Starting and Ending on the Start Date.

Navigating around your Timeline View

First, it's important to note that the objects in your Timeline view will abide by whatever Filters you've applied to that view. If you can't find something that you think should be there, revisit your Filters and see if you need to edit, add, or remove an existing Filter.

Once you are confident that your Filters and Phases are configured according to your specifications, you can navigate around the Timeline in the following ways to find and interact with your Tasks or Modules:

• Drag: Hovering over your Timeline, you'll see a hand. Clicking on your mouse and dragging will allow you to move around your Timeline. If you drag down and you have more Task or Modules in your Browse view, this motion will fetch additional records.
• List: Click on the List icon on the top left of your Timeline view to open up a List orientation of all of your Tasks or Modules. From here, you can click on any of these listed Tasks or Module Items and your Timeline view will jump and bring you to that Task/Module.
• Today: Clicking "Today" will jump you to today's date in your Timeline view.

Creating Tasks, Modules from the Timeline View

To create a new Task or Module in your Timeline View, you can either click into the Timeline or press the blue + button. If there are required fields for creation, you'll be required to fill those out before creation is complete.