Project timelines3 minute read
Creating a project in Flow is just the first step. Next, you can add a timeline to establish a schedule, plan alongside other projects, and stay on course.
Once you’ve created a project in Flow, you can add a timeline to it. This allows you to view your project alongside other scheduled projects on the Project Calendar and to receive automatic reporting in the Project pane about whether your team is on time or behind schedule.
To create a project timeline, click “Add project timeline” below the project name.
This opens a date selector window where you can choose a start and end date for your project. When you’ve selected both, the duration will appear highlighted on the popover calendar. Click the Save button at the bottom of the popover to apply your changes.
Once saved, you’ll see a “Tasks Left” indicator appear above your project note. This allows to you see, at a glance, how many scheduled tasks have been completed and how many remain open. This data, along with the time remaining on the timeline, allows Flow to determine if you’re on time or behind schedule, so you can allocate personnel accordingly or start planning for your next project.
From this view, you can also easily access the project calendar. Just click “View in Calendar” to hop there.
On the calendar, you’ll see all the projects that you’ve added a duration to, as well as how many tasks remain open in each. On-schedule and upcoming projects will appear blue, projects with deadlines that are quickly approaching will turn yellow and projects that still have tasks open when the deadline has passed will turn red.
Project timelines can be edited at any time by clicking “Ends” below the project name in the project view/pane or by dragging and dropping the project on the project calendar. You can specifically edit the start and end dates in the calendar view by hovering over them and dragging them further into the future or back to a past date.
If you want to see more project details, you can either hover over the project name in the calendar or click it to open the project pane in this view. The pane will show you all the tasks in the project and, as in the regular project view, allows you to choose the task sort order.
You can also view all the tasks due on a specific date by hovering your cursor in the white space of a date cell and selecting the “View Tasks” link that appears.
If you hover over the project name at the top of the project pane, you’ll also see a little star icon appear; this allows you to favorite a project, which will add it as a shortcut to your Favorites at the top of the sidebar in the team your project appears and allow you to sort by favorited projects on the calendar.
To do the latter, just click “All Projects” at the top of the project calendar and select “Favorite Projects” from the dropdown. You can “un-favorite” a project anytime by hovering over the name in the pane and clicking the star icon again.
If you’re viewing the project pane on the calendar or any other view and need a bit more room to view its details, click the arrow icon at the top of the project pane to view the project at full width. You can return to the narrow pane view by clicking the same icon again.
When all the tasks in a scheduled project have been finished, the status will automatically change to Completed both in the project view and on the project calendar, where the project colour will change to green.
If you want to remove a completed project from your sidebar or from your calendar at any point, you can learn how here.