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The Timeline view gives you a Gantt-style overview of every project laid out across a single calendar. You can see which jobs overlap, spot scheduling conflicts before they become problems, and share a live schedule with clients without exporting anything.

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Opening the timeline

  1. Select Projects in the sidebar
  2. Click Timeline in the view switcher at the top of the page
Each project appears as a horizontal bar spanning its start and end dates. Bars are color-coded by project status so you can read the board at a glance.
  • Scroll horizontally to move forward or backward in time
  • Zoom controls let you switch between week, month, and quarter views
  • Click a project bar to open the project detail panel without leaving the timeline

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Adding phases, milestones, and tasks

Open a project from the timeline and go to the Timeline section to add structure:
1

Open a project

Click the project bar on the timeline or navigate to the project from Projects > All Projects.
2

Go to the Timeline section

Select the Timeline tab within the project.
3

Add a phase

Click Add Phase, enter a name, and set start and end dates. Phases group related tasks visually on the Gantt.
4

Add milestones

Click Add Milestone within a phase. Milestones appear as diamond markers on the project bar and are useful for marking client-facing checkpoints like permit approval or substantial completion.
5

Add tasks

Click Add Task under a phase. Set the assignee, start date, and due date. Tasks appear as sub-bars nested under their phase.
Timeline items are directly linked to the project’s task list. Adding a task from the timeline creates it in Project > Tasks with the same dates and assignment. Changes made in either view stay in sync.

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Setting start and end dates

Set or update dates directly on the timeline:
  • Drag the bar edges left or right to extend or shorten the duration
  • Drag the full bar horizontally to shift the start and end dates together
  • Click the date fields in the project detail panel to type a specific date
Set realistic buffer time between phases. The timeline makes it easy to see when phases are back-to-back, which is often the source of schedule slippage.

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Dependencies

Link tasks so that one can’t start until another finishes. On the timeline, hover over a task bar to reveal the dependency handle on its right edge, then drag to the task it must precede. When you reschedule a predecessor task, dependent tasks shift automatically to maintain the gap.
Circular dependencies — where task A depends on task B and task B depends on task A — are not allowed and will be flagged when you try to save.

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Spotting conflicts and managing capacity

The shared timeline shows all active projects in one view, which makes it straightforward to identify:
  • Overlapping projects that stretch your crew across too many jobsites at once
  • Back-to-back milestones that leave no buffer if a phase runs late
  • Gaps in the schedule where you have capacity for new work

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Sharing the timeline with clients

Clients can view a read-only version of the project timeline through the client portal. To share:
  1. Open the project
  2. Go to Share > Client Portal
  3. Toggle Timeline on under the sections to include
  4. Copy the portal link or send it directly from the app
Clients see the timeline in a simplified view — phases and milestones only, without internal task assignments or cost details.

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Next steps

Projects

Manage tasks, budgets, and documents on individual projects.

Calendar

Day-by-day view of scheduled work across all sites.
Last modified on May 5, 2026