Timeline

The Timeline view allows you to characterize records from the chronological side (for example, use the timeline view to show task duration). To create a timeline view, select the Timeline option from the list of view types and click Next. The system will display the Timeline View form comprising the following sections:

Name

Enter a name of a new timeline view.

Description

Write a description or any notes on this view.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.



Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

  • If you want to include all records into the view, select All records.
  • If you want to filter records according to certain criteria, select Only records that meet certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered.
  • If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.


Grouping

In the Grouping section specify the rules according to which displayed records will be grouped. The columns that you specify in this section will be included into the timeline view.

  • If you do not want to group records at all, select No grouping.
  • If you want to set specific grouping rules and sorting order, select Custom grouping. Use the expanded drop-down lists to specify grouping criteria and order.
  • Grouping options are expounded in the Grouping item.

Sorting

The Sorting section is intended to set the sorting order for the records in the new timeline view.

  • If you want to sort records by default settings, select Default sorting.
  • If you want to set a specific sorting order, select Custom sorting. Use the expanded drop-down lists to define sorting criterion and order.

Labels

From the Labels drop-down list select what label will identify records that will be included into the timeline table.

Progress Column

From the Progress Column list select a value that will show the completion degree (this value will be represented as a black progress bar on the timeline view). This drop-down list contains only numeric-percent columns.

Start Column

From the Start Column lists select options that should be considered staring points of the record timeline.

End Column

From the End Column lists select options that should be considered ending points of the record timeline.

Start Date

With the help of the Start Date list set limitations for the period that will be displayed in the view (select Automatic if you do not want to limit the timeline period).

End Date

With the help of the End Date list set limitations for the period that will be displayed in the view (select Automatic if you do not want to limit the timeline period).

The Advanced options section is intended to specify additional options:

Allowed actions

From the Allowed actions list select what actions will be applicable to the timeline view records and the correspondent New, View, Edit or Delete buttons will be displayed in this timeline view. If you plan to delete many records at a time, use the Mass Delete option. As with other mass-actions, when the Mass Delete is checked, TeamDesk renders the Delete button in a view's header and checkboxes to mark the records.

Row Colorization

If you want to highlight certain rows, select the Row Colorization check box and enter the formula into the expanded field. The details are expounded in the View Colorization item.

Enable calendar feed

Check the Enable calendar feed checkbox, to feed data of a timeline view to your favorite calendar database (for example to MS Outlook). When this option is checked, the Clock icon is displayed beside the view name. By clicking the icon you can download the content of the view in iCalendar format for further import into your favorite calendar database. Alternatively, you can copy the link and subscribe your calendar database to the live feed, if supported.

When finished, click Save to create a new view; click Cancel to discard changes.

Next: Cross-tab