How do I use the Timeline?
The Timeline view in DealRoom is like a Gantt chart, giving you a visual overview of your deal so you can manage requests and dependencies more easily. In this article, we'll review:
How to access the timeline view
- From the room, navigate to the Requests tab at the top of the screen.
- Next to Overview in the top left corner, select Timeline.
- You will now see a timeline view of your requests, dependencies, dates and so on.
Interactive Capabilities
The timeline offers several interactive capabilities to help you manage your project tasks efficiently:
- Edit Requests: Make changes to requests directly from the left panel. Assign assignees, add due dates, change statuses, and more.
- Set Start and Due Dates: Draw bars on the timeline to define start dates and due dates for your requests.
- Modify Start and Due Dates: Reference the image below to drag the sides of request bars to modify the start dates and due dates.
- Add Dependencies: Hover over a request bar, click the circle on either side, and drag it to the circle of another request to establish a dependency.
- Remove Dependencies: Double click on a dependency line and confirm the action to remove the dependency.
- Customize request columns: Customize your view by selecting and deselecting which request information you'd like to show.
- Dependency date shifting: Dependency date shifting (formerly auto-scheduling) is found by clicking the cog icon and selecting it from the drop-down menu. It helps manage dependent tasks when a parent task is moved. There are three options:
- None: No changes are made automatically.
- Consume buffer: Dependent tasks adjust automatically when the parent task moves, using the buffer (time between tasks).
- Maintain buffer: Keeps the same time between dependent tasks when the parent task moves.
- Critical Path: By clicking the cog button, you can enable the Critical Path feature. This will highlight tasks that are critical to the project timeline in red. For example, if a critical task's due date is changed then this will affect the entire projects completion date. If a task isn't highlighted in red, this means it's not critical and there is room for the date to be pushed back without affecting the overall project deadline.
- The blue bar at the top of each worklist represents the first and last date of requests in that worklist. The status of requests are color coded (gray = open, yellow = in progress, green = resolved).
- As tasks are resolved, a section of the blue work stream bar becomes darker, providing a visual representation of completed tasks. We will introduce progress percentages in upcoming releases.
- Click the Today button to jump to today's date.
If you have any questions or need support reach out via the in-platform chat or email us at support@dealroom.net. We're here to help!
Tutorial Video of Timeline View
Relevant Articles:
How do I use dependencies? Are there notifications when a dependent task is complete?
How do I set due dates and assign users to requests?
What is the difference between assignee, reviewer, and follower?
Updated on: 29/09/2025
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