To help visualize & report on major project milestones, Workamajig has created 'timeline segments'. After defining the segments, you can set a detail-level task or summary task with a colored & named marker for use in many of your traffic & project-related reporting. This allows you to quickly filter & visualize across a Gantt schedule view where major milestones fall on the calendar.
Menu > Admin/manager > System setup > Global lists > Timeline segments
Segment name - This is the name that is used and seen in the system.
Display name - Overrides the segment name for reports.
Segment color - Choose a color that appears in many of the system's Gannt views.
Description - An internal description you can add to give more info on what this particular segment is about.
Adding timeline segments
- Click Insert row.
- Give it a name & pick a color.
- The row will auto-save.
Assign to tasks
From the Timeline segments setup screen, you can click on a row to expand it. Here an option labeled 'assign to tasks' will appear. Clicking this will open a panel with some choices of task names to apply the segment to.
NOTE: Be mindful, as this will update EVERY task in your system with a matching ID or Name.
- Click on an existing row.
- Click on Assign to tasks.
- Pick your task criteria by which to apply the timeline segment.
- Click Update.
NOTE: You can assign time segments to your tasks in the schedule. See the Using timeline segments [in-depth guide] for more info.