Отслеживание задач с привязкой к датам с помощью представления временной шкалы

With timeline view, you can easily see what’s happening now and what’s coming next, helping your team and stakeholders stay focused and aligned on common goals. This streamlined view is ideal for summarizing a roadmap or providing a portfolio overview of multiple projects. When you switch to timeline, the look and layout of the sheet controls are different, and some features, such as the file menu, access to forms, and automations, may not yet be available. 

Представление временной шкалы позволяет: 

• просматривать задачи, имеющие привязку к датам, на временной шкале;
• Group data into horizontal lanes and filter down to specific items
• просматривать и редактировать сведения о вехах и полосах задач;
• увеличивать и уменьшать масштаб для отображения нужного объёма данных; 
• прокручивать страницу для просмотра будущих и прошлых задач.

Использование представления временной шкалы

You should use timeline view when you need a visual representation of your project’s key dates and phases without the clutter of unnecessary details. Использование представления временной шкалы

• Highlight key milestones and ensure that critical dates and deliverables stand out.
• Provide a high-level overview of a project or multiple projects for stakeholders.
• Focus on date-based work management to ensure alignment and clarity.

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Чтобы использовать представление временной шкалы, повысьте уровень до плана "Бизнес" или "Корпоративный". Learn more about upgrading your plan.

Как активировать представление временной шкалы

To switch to timeline view:

1. Navigate to the top toolbar on your sheet.
2. Select the layout switcher.
3. Select Timeline from the dropdown menu.

Подготовка таблицы для работы с представлением временной шкалы

If a sheet has no date columns, the Timeline option in the sheet layout switcher is not selectable.

Timeline is available in any sheet with at least one date column (that is not backed by a column formula). All items with a date provided will appear as a milestone (diamond) on the timeline. Any items missing a date will not appear on the view.

If your sheet has two or more date columns (that are not backed by a column formula), then the first two date columns are automatically set as the start date and end date in project settings. All items with at least one date provided (either start or end date) appear on the timeline as milestones, and all items with two dates provided (start and end date) appear on the timeline as bars. Any items missing both a start and end date will not appear on the view.

If a sheet has project settings configured with dependencies enabled and predecessor/duration columns defined, then the timeline uses duration values to determine whether an item appears as a bar (1+ day duration) or milestone (0-day duration).

Project settings must be configured and edited in grid view. 

Create and edit timeline items

В представлении временной шкалы данные отображаются в виде полос (события длительностью несколько дней) и вех (события длительностью ноль дней). Наведите указать мыши на полосу или веху, чтобы увидеть её полное название, а также даты начала и окончания. Changes to bars and milestones made by other users are displayed in real time. 

Группировка элементов на временной шкале

Users with Editor and Admin permissions can create items on the timeline. You can select anywhere on your timeline where your cursor displays a (+)  to add a new item. This opens a menu and prompts you to provide the item’s title, start date (required), and end date. Select Add, and the item appears on your timeline.

If you provide a start and end date, the item created is a bar. If you only provide a start date, then the item created is a milestone.

Use the menu on the timeline items to delete them. Open the menu, then select Delete item.

View and edit timeline item details

Right click and select Edit details or double click on the bars or milestones to see all of the item’s details and edit them as needed. Changes are saved immediately.  Any columns that are hidden in grid view do not appear in the details panel. 

Порядок расположения полос и вех определяется: (1) датой начала, (2) датой окончания, (3) порядком строк (его можно просмотреть в представлении сетки).

Edit item colors

Временная шкала отображает цвета полоски задач из представления Ганта, карточки или календаря. Editing item colors using conditional formatting helps visually differentiate tasks based on status or priority, making it easier to quickly assess project health and identify areas needing attention. Чтобы изменить цвета полоски задач, перейдите в представление Ганта, карточки или календаря, либо выполните следующие действия.

• Примените цвет полоски задач вручную, щёлкнув правой кнопкой мыши на панели цветов
• Примените правила условного форматирования, в частности установите цвет полоски задач

If your sheet has at least one conditional formatting rule that sets task bar color, then all bars on the sheet that don’t meet your conditional formatting rule are grey.

Edit item titles

Customizing item titles allows you to highlight the most relevant information in a way that suits your team’s needs. Bar and milestone titles are pulled from the sheet’s primary column by default. You can customize which column is used to define item titles via the Settings toolbar button. Only text/number or auto number columns can be selected. When you change the item title, these changes are applied for all viewers of the sheet. 

You can also set how the item title is displayed - fully visible or shortened. The option you pick here is user-specific and does not apply to all viewers of the sheet. Select the toolbar button, then pick one of the three available options:

• No text overflow- Bar titles are shortened to fit within the bar; milestone titles are limited to 20 characters.
• Partial text overflow- Bar & milestone titles only display the first 20 characters of text.
• Full text overflow- Bar & milestone titles can display up to 150 characters; bar titles can run past the length of the bar. 

Assign contacts to items

Чтобы назначить карточки контактам, вернитесь в классическое представление сетки, выберите Изменить свойства столбца для столбца контактов и добавьте контакты в список контактов. Дополнительные инструкции см. в разделе Как указать предпочтительные контакты в столбце списка контактов.

Использование представления временной шкалы

Группировка элементов на временной шкале

Grouping items in a timeline helps you organize tasks thematically into horizontal lanes by assignees, teams, status, region, department, etc. Представление временной шкалы поддерживает до двух уровней группировки. Данные можно группировать по столбцу с раскрывающимся списком (с одиночным выбором), столбцу контактов (с одиночным выбором) или столбцу символов. Upon loading a sheet in timeline view for the first time, grouping is applied by default, but you can adjust or remove it using the steps below. 

Как добавить группировку

1. На панели инструментов выберите Group (Группа). 
2. В каждом раскрывающемся списке выберите столбец, по которому следует сгруппировать данные. 

Группировка настраивается для конкретного пользователя и конкретной временной шкалы. Smartsheet запоминает применённую группировку для каждого пользователя и каждой временной шкалы.

Показать полосу "Без категории"

When applying grouping, you can choose to show or hide the uncategorized lane by toggling the Group toolbar button. Like other grouping settings, preferences for the uncategorized lane are saved per user for each timeline. 

Item hierarchy 

A dropdown arrow next to the item title denotes whether that item has subitems in the same grouping lane. Hierarchy is respected on timeline view; parent items appear above their child items. 

Timeline view retains the expand and collapse states for each user, each timeline, and each respective sheet. This data is stored within your browser’s site data and cookies. If you clear your cookies, you’ll lose the saved expand and collapse settings across all sheets. When reopened, all sheets will default to a fully expanded hierarchy.

Select the drop-down arrow on any parent item to view any direct child items. You can also use Expand all in view or Collapse all in view in the item menu to view or hide all hierarchical relationships between items. When parent bars are collapsed, their direct child milestones remain visible and are displayed on the bar

Элементы управления временной шкалы

Customizing the timescale allows you to focus on the most relevant time period for your project, whether it's a detailed daily view for short-term planning or a broader yearly overview for strategic planning. С помощью раскрывающегося списка на панели инструментов можно настроить временную шкалу так, чтобы на ней отображались дни, недели, месяцы, кварталы или годы. Также можно увеличить или уменьшить масштаб временной шкалы с помощью элементов управления на панели инструментов или перейти к сегодняшнему дню с помощью кнопки Today (Сегодня).

Filters in timeline view

Applying and managing filters in timeline view enables you to focus on specific tasks or team members, helping you to streamline discussions and keep attention on high-priority items. Filters applied in grid, card, Gantt, or calendar view are automatically applied when you switch into timeline view, and vice versa.

In the timeline view toolbar, you can select any existing filter, switch between filters, or turn filters off. You can also further filter your data by applying additional filters on top of your saved filters. You can save these new filters and share them as needed.

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Attachments in timeline view

Centralizing attachments and comments in timeline view keeps all related project information in one place, reducing the need for back-and-forth emails and ensuring that team members have easy access to essential documents and discussions.

To open the attachments panel in timeline view, select the paperclip icon in the toolbar or while hovering over an individual timeline item. In the panel, select Add to upload an attachment from your computer or a URL. You can also drag and drop files into the attachments panel.

You can use the drop-down menu to view attachments for the specific timeline item or the entire sheet. Use the actions menu to open the attachment in a new tab, download the file, edit the description, rename the file, upload a new version, view the version history, or delete the attachment. 

Share your timeline

Sharing your timeline ensures that collaborators are always up to date with the most relevant project view, which fosters better communication, transparency, and alignment within your team. You can share your sheet with collaborators directly from timeline view. You can set timeline as a default view with a specific filter applied 

1. В правом верхнем углу таблицы выберите пункт Предоставить доступ. 
2. Insert any people or groups as needed. 
3. Select Edit next to Default view. 
   1. In the Filter dropdown, add a filter if necessary.
   2. In the View dropdown, select Timeline view.
   3. Нажмите Сохранить.
4. Выбрать ссылку общего доступа

You can also send users a link to a specific item. Right-click on an item, then select Copy item link to share a direct link. 

Совместная работа с другими пользователями

You can comment on individual timeline items or on the sheet as a whole. Hover your mouse over the timeline item, and select the comment icon at the bottom of the popout menu to open the conversation panel for that particular item. Use the drop-down option to select All to switch to see comments for the entire sheet. Add comments and tag other users to collaborate on the item(s). 

You can see changes made by other users – specifically newly created, updated, and deleted items – in timeline view as they happen in real-time. The other users viewing or editing the sheet are listed in the top right corner. Hover over their account photo to see their contact information.

Users viewing the sheet in timeline view can see all other users regardless of the view they are using. Users viewing the sheet in grid, card, calendar, or Gantt view are not able to see users viewing the sheet in timeline view. 

Ограничения представления временной шкалы

Timeline view is not currently available in reports, dashboards, or WorkApps. However, it is under active development, and new functionality will continue to be introduced over time. Your feedback can help us shape the evolution of this product. Please share your feedback with us directly using the Product Feedback Form.