Articles on: Workbench

Timeline & Roadmaps

📅 Timeline & Roadmaps

"Plan it. See it. Ship it."
Visualize tasks and processes on a Gantt-style timeline to stay on track.



1️⃣ Features

When working in the Timeline module, you can:

  1. Open the Timeline view.
  2. Group lanes by checklist or by assigned person.
  3. Configure dependencies in the Planning tab.
  4. View % complete and status colors at a glance, depending on how they were configured in the checklist.
  5. Switch grouping mode (per checklist or per person).
  6. Select which checklist to visualize.
  7. Adjust time scale (day, week, or month).


Did you know you can select items on the timeline and use the drag/drop handles to move them or change the start/stop dates


2️⃣ Best Practices

  • 📅 Plan with clarity – group by person for ownership, or by checklist for process focus.
  • 🎯 Use dependencies to spot bottlenecks early.
  • 🖱 Drag & drop tasks to adjust start/stop dates quickly.
  • 📝 Double-click tasks to open the related document instantly.


🎯 Visual Checklist

  • [x] Timeline shows tasks grouped by checklist or user.
  • [x] Dependencies and statuses are clearly visible.
  • [ ] Completion % tracked against deadlines.
  • [ ] Checklist selection refined for each view.


Updated on: 02/09/2025

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