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Project Views

Each project contains 6 tabs: Board, List, Timeline, Calendar, Chat and Files. 

Chat tab is where you can communicate with other project members and the Files tab is the one where you can access all files shared within the chat.

Board is where you can start with creating lists and adding tasks to those lists. List, Timeline and Calendar are tabs that present different ways of organizing and scheduling tasks.

To learn more about Boards please visit this category.


List

The List view presents and allows to conveniently manage all tasks created within the project.

Here you can find the task name, assigned users, its due date, progress, the list it belongs to, added tags and priority.


By clicking on the name of any column (except Assignee and Tags) you can sort data alphabetically, ascending or descending.


In the upper right corner, you'll find an additional option to group the view by:

  • Assignee
  • Due date
  • List 
  • Priority


If you click on the task name a full task view will be opened.


If you click on the value under other columns a small list will appear where you can change the assigned item without opening a full task view.


To create a new task click on the Add a task button and fill in task details.


Timeline

Timeline contains more various options for presenting data. Here you can choose between such views of the tasks' timeline:

  • Week
  • 2 Weeks
  • Month
  • 3 Months
  • Half Year


On the top part of a Timeline, you can find information about the presented month. To navigate between timeframes use the arrows next to dates. The Today button will allow you to quickly get back to the present week or month.


In the left upper corner, you can also choose between Project and People type of timeline.

Project timeline presents the general schedule of all tasks.


People timeline presents division into users and their scheduled tasks.


If you hover a mouse on a specific task a small preview with the task's details will appear. But if you click twice on the specific task line a full task view will be opened.


To create a new task you can simply click on any cell and fill in task details.


Timeline view also provides an option to use a drag&drop method to change task timeframes. Click on the center of the task to activate the method, then drag it and drop on the target date on the timeline.


To change only a start or due date, click on the center of the task to activate the method, then drag one of the task edges to change the start or due date.


Calendar

Calendar is a very useful view if you'd like to check the tasks which are scheduled throughout the month or week.

On the top part of a Calendar, you can find a date picker that allows you to select a specific month. You can manually pick a month or use the arrows. The Today button will allow you to quickly get back to the present week or month.


To switch from Monthly to Weekly type of Calendar click on the View button and pick one from the list.


If you hover a mouse on a specific task it will be highlighted and you can click on the "user" or "progress" icon to quickly edit the assignee or update the progress. If you click on the specific task a full task view will be opened.


To create a new task you can simply click on any cell and fill in task details.