Overview
When adding a section of content to a Workspace, you have the ability to create a Project Plan Timeline:
Progress timelines provide a high-level view of the different phases of the project.
In the guide below, we'll show you how to create and customize these for your Workspace.
Creating a Timeline
Step 1: Create a new section of content as a Project Plan Timeline.
Step 2: Give your Timeline a name and click "Add New Phase"
How to Build and Update a Phase
Give your phase a name and optional description.
The main decision when building a Phase is whether you want the status to be automatically updated or manually updated.
For each setting: Start Date, Due Date, & Progress Status — you can choose whether you want the status to automatically or manually update.
Automate Progress Bar & Dates
When you link a Project Plan to a phase (i.e. a checklist), task completion will automatically update the progress bar of the phase. For example, as you check off the to-do's in a list, that Timeline phase will progress.
Additionally, the start and end date of the phase will be automatically pulled in based on the tasks.
Updating the Status Manually
When a feature is selected for a manual update, then you will have to remember to click in and edit to update the status of a phase.
