To set up a team:
- Click on New Team
- Add team members
- Assign tasks
- Choose projects for every task or simply colour code. Adding different colours allows you to have a clear visual overview of who's working on what and when.
Team timelines give you the best visual overview of who's working on what and when. Add people to the team timeline, assign them tasks and colour code everything to have a clear overview of anyone's plans for this day, week, or even a month. This way you can be sure all the work gets done, everyone's pulling their weight and no one is overloaded.
Creating multiple team timelines is especially important in larger companies — to reduce visual noise and allow a concentration on smaller teams based on a project, skill set or department.
A visual overview also makes sure you detect all possible bottlenecks ahead of time and are able to react fast by rescheduling by simply dragging and dropping. Because, let's face it, plans always change — and
your timeline should reflect your ever-changing reality to create the most value for you and your team.
Here's how to navigate your team timeline:
- Teams are all the active team timelines added to your workspace. Navigate between them by clicking on the names one by one. Note that all assigned tasks are visible on your team timelines. That is to make sure you know what's going on with your people and how much — or rather how little — time they have on their hands.
- New team button creates new team timeline. This is like fresh canvas you can start filling out with team members, tasks and important milestones.
- This highlighted team name is the team timeline you're concentrating on at the moment. You can navigate between different teams by clicking on them one by one.
- Sidebar open and close button. 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 top left part of the header indicates the project you are looking at, so you never confuse one project timeline with another. (To distinguish between different timelines, colour coding also helps.)
- Date picker allows you to easily navigate to a desired date.
- The avatars on the upper righthand side indicate the users added to this team timeline. Click "Manage" to add or remove the users from the team timeline.
- 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.
- These are the users you've added to the timeline. Assign them tasks by simply clicking and dragging. Make sure to colour code the tasks to assure the best visual overview.
- A task is the smallest part of your timeline's visual overview. Read more on how to create and change tasks.
- 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 by generating a link. This timeline can be viewed but cannot be fully accessed. This means you're still in charge of setting up and editing the timelines (and therefore in full control of the content), and the people you've shared the link to can be held 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 things you might forget in a few moments — just to schedule them when the time comes.
- Three dots menu on upper right corner gives you a quick access to Editing, Deleting and Archiving the project timeline.