Configuring Timeline Columns in Ontraccr Boards
📅 Configuring Timeline Columns in Ontraccr Boards
Overview
The Timeline View in Ontraccr visually maps out your board cards across a calendar. By configuring Timeline Columns, you can display key data (like project status, client name, start/end dates, or value) directly alongside the timeline, without needing to open each card.
🎯 Why Use Timeline Columns?
Timeline columns let you:
- Visualize more context in the calendar view
- See important fields at a glance, like due dates or assigned users
- Use timeline view as a live reporting tool
- Eliminate the need to click into every card to view status updates
🧩 How to Configure Timeline Columns
- Open your board and click the ⚙️ Settings icon.
- In the Details tab, scroll to the section labeled Timeline Columns (bottom of the page).
- Click the field dropdown and select one or more fields to display.
- Examples: Status, Start Date, End Date, Project Value, Client Name
- Click Submit.
✅ The selected columns will now appear in the Timeline View next to each card bar.
🖥️ Where You See Timeline Columns
- In Timeline View, each card appears as a bar stretching across its start and end dates
- Your selected timeline columns appear as a data table on the left side of the view
- You can scroll horizontally across dates and vertically through the card list
✅ Example Use Cases
| Use Case | Suggested Columns |
|---|---|
| Project Tracker | Status, Start Date, End Date, Project Value |
| Recruiting | Candidate Name, Interview Date, Status |
| Estimating | Client Name, Bid Due Date, Assigned Estimator |
| Service Tracker | Technician, Job Type, Work Scheduled Date |
🧠 Tips & Edge Cases
- You must have Start and End Dates entered on the card for it to appear in Timeline View
- Timeline Columns are board-specific — you can customize what’s shown per board
- Use this feature to create high-level dashboards for leadership or ops teams
- Combine with filters to zoom in on one user, division, or client at a time