The Timeline tab shows your tasks as a Gantt chart — a horizontal-bar view of when work happens, how long it takes, and how it overlaps. Where the Tasks grid is good for reading and editing individual tasks, the Timeline is good for seeing the shape of a project, spotting collisions between crews, and dragging dates to reschedule.
Navigation: in the left sidebar, click Tasks, then click the Gantt tab at the top of the page. (The tab is labeled "Gantt" in the app, but lives under the Timeline sub-category in the help docs because that is the broader concept.)
What you see on this screen
# | Area | What it is |
|---|---|---|
1 | Grouping toggle | Three buttons at the top — By Project, All Tasks, By Team. By Project groups tasks under their parent project (the default; collapsible). All Tasks is a flat list. By Team groups by the crew assigned. |
2 | Load More | The Gantt loads tasks in batches for performance. Click Load More to bring in additional rows beyond the initial set. |
3 | Toolbar | Five toolbar actions: Zoom in / Zoom out change the time axis from quarters to weeks to days; Zoom to fit snaps so all visible tasks fit on screen; Expand all / Collapse all open or close every project group; Excel export and PDF export produce static copies of the current view. |
4 | Row columns | Left side of the chart, before the bars: Name (the project or task name), Team, and Status. Drag the column boundary to widen or narrow. |
5 | Time axis | The header showing months and days. Zoom in to see day-level granularity; zoom out to see quarters across a full year. The current view's date range determines which task bars are visible. |
6 | Task bars | Each task is a horizontal bar from its start date to its end date. The dark portion is the duration; a thin progress bar may overlay it as the task moves through its workflow. |
Grouping modes
The grouping toggle in the top-left changes how the chart is organized. Pick the view that matches the question you are answering.
Mode | When to use it |
|---|---|
By Project (default) | You want to see the structure of one or more projects at once — parent rows you can collapse to a single bar, with tasks underneath. Best for project review meetings. |
All Tasks | You want a flat list of every task in date order — for example, "show me every task in this window, regardless of project." Best for spotting a crew double-booked across multiple jobs. |
By Team | You want to see each crew's load. One row per team, with that team's tasks laid out horizontally. Best for balancing work across crews. |
Zooming and navigating
The Gantt uses three zoom levels: quarters (a full year fits on screen, useful for "what does Q3 look like?"), months/weeks (a quarter at a time, the most common working zoom), and days (a week or two at a time, useful for fine adjustments). Click Zoom in or Zoom out to step through. Zoom to fit finds a zoom level that shows every loaded task at once.
Drag the chart horizontally to scroll through time. Drag the column boundary on the left to widen or narrow the Name / Team / Status columns.
Opening a task from the Gantt
Click any task bar or row to open the Task Detail dialog for that task. This is the same six-tab dialog you get from right-clicking in the Tasks grid; see the Tasks article for what is on each tab. Closing the dialog returns you to the Gantt with the same zoom and scroll position.
Exporting
The toolbar offers two export formats:
Excel export produces a spreadsheet with one row per task and columns for the visible fields. Useful for sharing with stakeholders who do not have an include GO login.
PDF export produces a static, printable copy of the current chart at the current zoom level. Useful for site meetings and printed schedules.
Both exports respect the current grouping mode and zoom level — if you want a quarterly summary, zoom out before exporting; if you want day-level detail, zoom in first.
Permissions
The Gantt tab uses the same permissions as the Tasks grid — anyone with tasks view can see it; anyone with tasks manage can open and edit tasks from it. There is no separate Gantt permission.
Tips
Start By Project. If you are unsure which grouping to use, By Project is almost always the right starting point — it matches how the rest of the system thinks about work.
Use Collapse All before Expand All. On a busy business unit the Gantt can load hundreds of tasks. Collapse to project rows first, then expand only the project you care about.
The Gantt is read-emphasis. For dragging dates and rearranging the daily schedule, the Schedule tab gives you a tighter day-by-day view with drag-and-drop crew rows. The Gantt is best for long-horizon planning.
Export to PDF for owner meetings. A printed quarter-zoom Gantt with collapsed project rows is a cleaner client deliverable than a screenshot.