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Timeline and List View of Tasks in a Task Board

October 30, 2020

Timeline and List View of Tasks in a Task Board

As mentioned in our Revamped Project Management blog discussing the launch of Task and Event Chat, Samepage's primary focus has been documents and the team collaboration around them. We understand the importance of tasks and events surrounding a project or process, but we felt the need to do more. Something was still missing.

We needed to put more of our efforts towards expanding the capabilities and usefulness of task management and events in Samepage, something beyond just chats. Tasks and events keep projects and your work advancing and remaining in focus. A key component in working and using tasks is the ability to see the tasks in different ways.

Our New Task Management Tools

We recognize the importance of the task overview. To support this necessity in Samepage, we are releasing the Timeline and List view of tasks in a Task Board.

Using the Timeline view of tasks in a Task Board will allow you to plan the tasks in a timeline so you can more easily plan your day, week, or month, keep an eye on resources and verify the entire scope of a project is realistic and matches the plan you've laid out. The List view gives the user the reporting feature that so many companies need for the team members and upper management.

Switching task view

Timeline View

The Timeline view of tasks in a Task Board (or a kanban board) is important in planning resources and a project's phases. It might resemble a Gantt chart, but it doesn't deal with the complexity of dependencies. You can see the project plan in a timeline from the start of a project to the end. You can see how your resources are allocated and make adjustments depending on time, project dates, allocations, etc.

You can change the group by option in the Timeline by clicking on the Column drop-down located below the adding new task button, +Task. You can group tasks by Assignee, Column, Priority, Tag, and Start date. As you begin adding due dates, the Timeline will expand, and you can scroll left or right to see the project in full.

Pro Tip: To see the full Timeline, you can collapse the chat panel by clicking on the Chat panel's blue Chat button.

Task timeline view

Adding duration in Timeline view

Not much has changed with the task dialog except for the addition of a start date field. This is where you can define how long the assignee and participants have to work on a given task.

The difference in the start date and the due date defines the time frame or duration for the Timeline task. In the Timeline, you can grab the 3 dot icon for the start date (start of the interval) to change the task's start date and duration. Likewise, you can grab the 3 dot icon for the due date (end of the interval) to change the task's due date and duration.

Adjust task start and end date

Tasks without duration in Timeline view

If you have tasks in the Task Board that do not have a duration, you will see them in the "Not Scheduled" section of the board. Click on the "Not Scheduled" icon, and the list of unscheduled tasks will be displayed for you to review and assess the timeline necessary for each.

You can click the task to open it and define the timeline, or you can drag-and-drop the task to the start date for the task. Then expand the duration by grabbing the 3 dot icon for the due date (end of the interval) to change the task's due date and duration.

Task timeline - not scheduled tasks

List View

The List view functions very similarly to our Task Report (that is perfect for tracking tasks by specific filters) document type except modifying the report filters. The List view takes the Task Board tasks and displays them in order by date, so you have a clear idea of the task's order and the assignments.

Tasks will be displayed on single dates if all of the task(s) scheduled for that day have a duration of 1 day. If a task spans more than 1 day, it will be displayed by the End date in dated week long spans (Monday through Sunday).

Task list view

Adding duration in List view

In the List, you need to click to open the task and then adjust the start/end dates in the task dialog to adjust the duration.

Tasks without duration in List view

If you have tasks in the Task Board that do not have a duration, you will see them in the "Without due date" section of the task list. You can click the task to open it and define the duration, or you can drag-and-drop the task to the End date for the task and then open the task to set the Start date.

Task list drag and drop

Try Timeline and List view today

Those who already have their Samepage account just go to any of their task board or create a new one. But if you are somehow not a user of Samepage task management software, you can sign up today for a free trial with your email address. Keep using Timeline and List view as long as yo want- it is part of the free version. The paid version offers more advanced privacy features.

I've never tried Samepage - what is it?

Samepage is an all in one team collaboration software covering task management, project management, document collaboration, instant messaging, and video calling. So don't expect just a list app where you assign tasks. Samepage replaces all the various tools your organization use for planning, document exchange, and communication.