Overview
The People Timeline View is a robust project management tool designed to provide a person-centric look at workflows. Whether you are a manager balancing team workloads or an individual contributor tracking your own schedule, this view offers a clear, chronological perspective on tasks and availability.
With the People View, you can:
Monitor team capacity and workload distribution
View project assignments across multiple users
Manage tasks directly from the timeline
Identify scheduling gaps or conflicts
Track PTO, holidays, and availability statuses alongside tasks
Accessing the People Timeline View
Locate the People tab in the left-hand navigation menu.
Click People to open the timeline interface.
Note: The People tab may display a "New" badge depending on your account version.
Managers can review team workload in two ways:
Reviewing Member workloads
Reviewing Project-specific workloads
Leverage the filters to access both views.
1. Manager Use Case: Reviewing Team Workload
Managers can use the People Timeline View to quickly assess team availability and ensure resources are balanced appropriately.
Filter by Team Members
Click + Add Filter above the timeline.
Select Member from the dropdown menu.
Search for and select the desired team members.
Review the timeline view.
What You’ll See
The timeline displays:
A vertical list of selected users
A horizontal date-based timeline
Availability indicators such as:
On-Site
Virtual
PTO or holidays
Task blocks showing:
Task name
Status
Duration
Scheduled dates
This gives managers a quick visual overview of who may be overbooked or underutilized.
2. Manager Use Case: Project-Specific Resource Tracking
Managers can also filter the People View by project to understand how work is distributed across a specific initiative.
Filter by Project
Click + Add Filter.
Select Project.
Search for and select the desired project.
Review the filtered timeline.
The view will display:
Only users assigned to the selected project
Their related project tasks
Task scheduling and workload distribution
Adjust Tasks from the Timeline
If adjustments are needed:
Click on a task block.
Open the Task Drawer.
Update:
Assignee
Start Date
End Date
Estimated Hours
Refresh the page to see updated assignments reflected in the timeline.
Tip: This is especially useful for identifying scheduling gaps or redistributing work during busy project phases.
3. Individual Contributor Use Case: Personal Task Management
For users with a basic license, the People Timeline View provides a simplified alternative to the traditional Tasks page.
Default Personal View
When an individual contributor opens the People View, it automatically defaults to their personal timeline.
Manage Tasks Directly
Users can click on any task block to:
Update task status
Move tasks to In Progress or Completed
Log time
Send task-related messages
Access checklists and task details
Improved Visibility
The timeline provides a high-level overview of:
Current deliverables
Upcoming deadlines
PTO and holidays
Overall monthly workload
This makes it easier to prioritize work and manage schedules efficiently.
Key Features & Behaviors
Date Navigation
Use the controls in the top-right corner to switch between timeline ranges such as:
This Week
Next 2 Weeks
This Month
You can also use the date picker or navigation arrows to move forward or backward in time.
Task Drawer
Clicking any task on the timeline opens the Task Drawer, where users can access:
Messaging
Time Tracking
Checklists
Task Details
Status Updates
Real-Time Status Colors
Task blocks automatically update color based on task status, helping users quickly identify progress at a glance.
Examples include:
Grey = Not Started
Green = Completed
Full Task Visibility
The People Timeline View displays all tasks regardless of:
Estimated hours
Assigned roles
Resource allocations
This ensures complete visibility into project activity and scheduling.
FAQs
Why don’t I see other users in the People View?
Your account permissions may limit visibility to only your own tasks and assignments.
Why aren’t task updates appearing immediately?
Refreshing the page will reload the latest task assignments and timeline updates.
Can I edit tasks directly from the timeline?
Yes. Clicking a task opens the Task Drawer where you can update task details, assignments, dates, and statuses.
Does the timeline show holidays and PTO?
Yes. Approved availability statuses and holidays appear directly in the timeline for improved scheduling visibility.