How to create a timeline

Assign a timeline for each estimate task line

A project timeline can be defined for an estimate in Accountability if you're managing all project tasks within the platform.   A timeline can be created from multiple places: 

• By navigating to Time & Tasks>Tasks>Timelines 
• By clicking on the Timelines link on top of the Job details form 
• By clicking on the Timelines link on top of the Estimate form

Watch the 6-minute tutorial video below to learn more

Creating a Timeline from the Time & Tasks module

1. Click on the Create a New Timeline button and fill out the timeline header details, then click Save. 
   1. Enter a Job No. or use the search function to find it 
   2. The Start Date defaults today's date, but can be overridden by clicking on the calendar icon. 
   3. You can optionally assign a Title to the new timeline 
2. You can add tasks to the project timeline in one of 3 ways
   1. Manually select from the Task Type drop down 
   2. Add from a Template 
   3. Add from an Estimate 
      
      Tip:  If manually adding tasks, start with the first task on the project and click INSERT to add more.  Move the order of tasks by using the up or down arrows.
3. Amend the timeline for each task either by entering specific dates via the calendars, or using the system to assign dates by specifying the number of days required.  You can also use the system to calculate forward from the first task start date using  Calc Down or calculate backward from the final task due date using Calc Up
4. Enter the estimated number of hours required for each task
5. Allocate Tasks to either an Employee or Team or Client Contact. 
6. Click  Save & Close when you have finished entering the Timeline. 

Creating a Timeline from a Template 

1. Click the Add Tasks from Template button.  Task line items from a saved template are automatically added. 
2. Additional tasks can be added by using the finger that points down (to insert after) or  points up (to insert before).