---
title: How to create a timeline
description: Assign a timeline for each estimate task line
---

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May 26, 2023

# 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

<iframe width="560" height="315" src="https://www.youtube.com/embed/mBUmgBXVOt4" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### **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.

Tip:  To save a Timeline as a template for use in other projects, check the **Template** box on the Timeline header. 

### 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).

### Creating a Timeline from an Estimate

1. Click the **Add Tasks from Estimate** button  from the Time & Tasks module or select Timeline from the Estimate record
2. Select the Estimate to add to the timeline
3. Edit the Timeline including the timings, allocation of tasks to relevant parties as you would do if the Timeline was created from the drop down menu or from Templates

Note:  

If you create a Timeline from an Estimate, it will populate with the content and in the same order as the Estimate, i.e. Headers, Sub-Headers, Task Types, as well as the estimated hours for each task type. 

 

 

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