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Using Timeline View in Ontraccr Boards

📆 Using Timeline View in Ontraccr Boards
 

Overview

Timeline View in Ontraccr allows you to visualize your board cards as scheduled items across a timeline. This is perfect for project planning, scheduling field work, tracking service windows, and managing start/end dates — all in a clear, calendar-style layout.

🎯 Why Use Timeline View?

Timeline View helps you:

  • Visualize when work is scheduled
  • Spot overlaps or delays between cards
  • Monitor project progress across multiple timelines
  • Manage resource availability, project stages, and task scheduling

🧩 How to Access Timeline View

  1. Open your board.
  2. Click the View dropdown (defaults to “Card View”).
  3. Select Timeline View.

✅ You’ll now see all cards with dates as bars spanning across the timeline.

🕒 Prerequisites for Timeline View

To display a card in Timeline View, it must have:

  • Start Date
  • End Date

How to add dates:

  1. Open a card and click Edit.
  2. Check the box for “Add Dates”.
  3. Enter the Start Date and End Date.
  4. Click Save and Submit.

Only cards with dates will show in the timeline.

🧰 Timeline View Features

FeatureDescription
Zoom LevelsView by Day, Week, or Month for high or low granularity
Scroll NavigationMove across time horizontally and vertically
Color BarsCards appear as colored bars that match their assigned card color
Timeline ColumnsAdd extra fields like client name, project value, or status for each row
Click to EditClick any bar to open and update the card directly

✅ Example Use Cases

Use CaseWhy Timeline View Helps
Project managementVisualize project durations and overlaps
Field service schedulingPlan dispatches and technician workloads
HR onboardingTrack start dates for new hires
Equipment deploymentManage asset allocation over time

🧠 Tips & Edge Cases

  • Use Timeline Columns (via Settings) to show context like status, client, or value
  • The timeline won’t show any cards without dates — double-check date fields if nothing appears
  • You can still filter the timeline to narrow by user, project, or client
  • Use this view in tandem with card automations and date-based tasks for powerful scheduling

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