To set up a project:
- Create a new project timeline by clicking on "New Project"
- Add all relevant segments to the project. E.g. our New Website project consisted of 1) Research, 2) Writing, 3) Design and Illustration, 4) Development, 5) Testing and Feedback, and 6) Iteration.
- Add tasks to each segments
- Add important milestones to keep track
- Assign tasks to relevant users
Project timelines are created to outline any type of project from start to finish and used to keep an eye on the tiniest details. It is especially useful for cross-functional collaboration because the visual overview gives you a clear reflection of the estimated schedule, as well as an indication of possible bottlenecks and crucial dates.
When you create project segments that reflect the phases your project will go through, add and assign all tasks that need to be completed, and add the most important deadlines — you have an action plan!
Here's how to create, edit and navigate through your projects.
- Projects — this headline is placed over all project timelines you have on your workspace. You can navigate between them by clicking on them one by one. Right now, it's not possible to see more than one project at a time.
- Create a project timeline by clicking on "New Project."
- The highlighted project name is the one you're concentrating on at the moment. You can navigate between different projects by clicking on them one by one.
- Sidebar open and close button delivers what it promises. Use it to minimise the visual noise of the sidebar and to fully focus on the project at hand. Open it again whenever you need to navigate to somewhere else.
- Project name on the top left side of the header indicates the project you are looking at, so you never confuse one project timeline with another. (To distinguish between different project timelines, choosing a dedicated colour also helps.)
- Date picker allows you to easily navigate to a desired date.
- Milestones help you keep an eye on the most important deadlines a project faces — be it a date where a project changes hands or needs to be presented to a client. Read more about milestones.
- The assignee of each task is represented by the avatar of that person. You can change or add an assignee by clicking on the task and choosing the best person for the job.
- Segments are the different phases your project goes through. Segments help you to easily keep an eye on your project, as it moves between those stages.
- Hide segments button is great when you need to get the full picture, without breaking it down too much.
- Add segment button adds a segment. Add as many as you need to get a clear overview of all the stages your project goes through.
- A task is the single smallest part of your timeline's visual overview. Read more on how to create and change a task.
- Zoom levels help you adjust the level of overview you need by choosing between the period of 1 week, 1 month, 3 months, and a year, the latter of which is a premium feature.
- Share the timeline with your clients, colleagues in another department, or anyone else by generating a link. The shared timeline is read-only. This means you're still in charge of setting up and editing the timeline (and therefore in full control of the content), but the people you've shared the link with can stay up-to-date with the progress without over-communication.
- Backlog holds all the tasks you haven't scheduled just yet. It's the best way to write down all the things you might forget, so you can schedule them when the time comes.
- Three dots menu allow quick access to edit, archive, delete and duplicate your timeline. Archiving transfers the task over to the archived folder on the sidebar. Duplication creates the same project outline — and you can choose to either duplicate only the segments the folder has or also include all the tasks if your project follows the identical pattern. With the latter option, however, you need to keep in mind you have to manually move all the tasks into their correct places.