We're back with some little big timeline view improvements to make it easier to plan and manage capacity across projects. Here's a high-level summary of the improvements we've made:
1. Re-designed summary bar ☘️
We made the summary bar fully responsive, so values will be visible in most cases. When they're cut off you can now easily mouse over them to see the full value.
We also improved the display of holidays and time off which now show as 'PTO' or whatever custom label you prefer.
2. Drill into tasks & projects 🔎
You can now group by person first and tasks / projects second, allowing you to get a high level picture of your team’s utilization and then drill down into the specific work each person is assigned to.
3. Assign tasks to multiple people 👨👨👦
It’s pretty common that work is split between multiple people. The resource field now accepts linking to multiple records, which means you can assign as many people to work as necessary. You can further choose to split tasks evenly between assignees, or assign the total cost of the work to each person.
4. Time off 🌴
As mentioned above, you can now customize the label shown for days off — but that's not all:
It’s now much easier to set up time off. A single button will create the required table, and schema for you to add days off without any difficulty.
The updated days off table will allow you to set a start date and an end date (optionally) so that you can take multiple days off at once without having to create single records for each individual day.
You can now also link multiple people to a days off record, so if the whole team is taking time off for Christmas, you can track that in a single record.
Other updates and feedback 📣
We have a few other updates coming your way soon such as:
Collapse Timeline groups by default — if you're using Timeline view primarily as a utilization heat map, the collapsed view can be pretty useful, so we're allowing builders to toggle this by default in interfaces.
Smarter summary calculations — we're making some under-the-hood improvements to how we calculate utilization across weeks, in short, the values you see will be more reflective of actual utilization.
Jump into one of your Timeline views today to try these updates yourself. As always, we highly value your input and suggestions, please continue to share your feedback here as well as your ideas on how we can improve our products on the Community Product Ideas board. We look forward to sharing more improvements with you in the coming months.