Using the Timelines View

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Alica Kačengová

Using the Timelines view (or, named after its inventor, the Gantt Chart) allows you to see and work with any data that have a start and an end date (e.g. events, bookings…).

Additionally, in Timelines, you can reschedule these items, see their progress, set dependencies and more.

Configuring the View

1. Basic Settings

To start using the Timeline view, it is necessary to have a basic set of attributes configured. Firstly, you need to set the name of the events and their start and end date. After that, the events appear on the timeline.

basic settings of the timeline view

You can also display task dates directly in the timeline.

show date in the timeline view

2. Change the Granularity

Based on the level of detail that you need, you can change the granularity. There is a wide range available, from quarter days to years.

various level of detail/granularity in the timeline view

3. Set Some Progress

If the records (e.g. tasks) have an attribute representing progress, you can display it on the timeline. After that you can notice the different shade of color on the ribbons.

setting task progress

4. Choose a Color

Every record can be represented by a different color based on an attribute. Such an attribute has to be of type color or selection

change tasks color in the timeline view

5. Categories and Swim Lanes

You can group the records (events) into categories (or so-called swim lanes). In addition to that, it is also possible to group the records into sub-categories.

using swim lanes in the timeline view

6. Add Custom Columns

You might want to see some more details of your items in front of the individual lines. In such a case, just add them to the Column configuration property.

custom columns

Using the Timelines View to Work With Your Data

1. Edit the Start and End Date

You can edit the start and end date right in the view. 

Drag and drop the center of a ribbon to move the whole record. You can also drag the endings to edit start and end independently.

updating event dates

2. Update Your Progress

Similarly to dates, you can also edit the progress of the item right away.

updating progress

3. Set the Dependencies

Setting a dependency creates a hierarchical relationship between the items.

Click on the small circle at either beginning or end of the ribbon, and then select the target (dependent) record (again by clicking on it).

It doesn’t matter at which end does the arrow start. Lumeer places the arrow in such a way that is visually more pleasant.

linking events or tasks

To remove the dependency, click on the arrow and then click on the bin icon.

removing links

If the Lock dependent task position checkbox is ticked (and it is by default), then by moving the main task, you will also move its dependent tasks. This behaviour can be disabled by unticking the checkbox.

moving groups around

4. Move Between Ccategories

You can also move the items among categories which updates the corresponding value automatically.

For example, if you move the booking from 203 to 205, the value of the Room attribute of the record will be updated from 203 to 205.

moving between swim lanes

5. Open the Detail

By clicking on an item you can open its detail, where you can change any of the attributes, add comments, or see change history of the record.

edit events in detail

6. Add a New Item

Click and drag the mouse anywhere outside the existing items and a popup for creating a new record will appear.

adding new items using the timelines view

As we could see, using the Timelines view is really an efficient way of working with project schedules, roadmaps, and many more.