Timeline widget

The Timeline widget is a Gantt-style horizontal chart for scheduling a deal. It combines three types of items on the same time axis: phases, steps, and milestones. Unlike the Steps widget (which is a pure action-plan list), Timeline is time-anchored — dates drive position, width, and ordering.

How to add

1. On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there.
2. Drag the Timeline widget onto the target section.
3. Use the in-widget toolbar to Add a phase or Add a milestone; any steps you've created elsewhere in the room (in a Steps widget or directly in an action) will show up automatically if they have dates.

The selection pill — Timeline controls

Click the Timeline to select it. The pill is minimal — most editing happens in the widget's own toolbar (range, today, fit, filter, add phase, add milestone):

1. 🌙 Dark mode — flips the widget's surface to a dark treatment.
2. Design (paintbrush icon) — opens the contextual Design panel.
3. ⋮ More — Duplicate · Delete.
4. 🌙 Mode sombre — bascule la surface du widget vers un traitement sombre.
5. Design (icône pinceau) — ouvre le Panneau Design contextuel.
6. ⋮ Plus — Dupliquer · Supprimer.

Steps and tasks shown on the Timeline are the same ones used elsewhere in the room. There is a single underlying action plan — Timeline is another view of those same steps/tasks. Edit in either widget and the other updates immediately. Timeline adds its own phases and milestones on top — those are Timeline-specific.

Note: clicking a step bar opens the same action details sidepanel used by the Steps widget (same 5 statuses, attributes, guidelines, comments, etc.).

Three item types

What drives the visual

• Start date & due date → bar position and width on the time axis
• Step bar color → comes from the palette set in the room's design/branding settings so it matches your brand. (Status is still shown — via the status icon on the bar — but it does not change the color.)
• Phase color → picked from a predefined palette when you create the phase (purple, accent, teal, success, warning)
• Tasks completion → a "completed / total" progress badge on the step's label

The Timeline toolbar

• Range dropdown — zoom level: 1w / 2w / 1m / 3m / 6m / 1y. Controls the density of the time axis and how much of the deal you see on screen.
• Today — scrolls the view so today's date lands in the middle of the visible window, keeping the current zoom level. Use it to jump back to "now" after panning around.
• Fit — auto-zooms and scrolls so that all phases, milestones, and steps fit in the visible window. Picks a range that matches the total date span. Handy for a quick overview after adding or moving items.
• Nav arrows — scroll the view left/right in chunks (the chunk size adapts to the range — a few days on 1w, weeks on 3m, months on 1y).
• Filter (edit mode only) — two ways to narrow what's shown:
• • By action — one checkbox per step, so you can hide individual steps by name
  • By status — one checkbox per status (Not started / In progress / At risk / On hold / Completed), so you can hide entire status groups (e.g. hide everything Completed to focus on active work)
• + Add Phase — popover to create a new phase (name + start + end, absolute or relative)
• + Add Milestone — popover to create a new milestone (name + single date)

Interactions on the chart

• Click a step bar — opens the same action details sidepanel used by the Steps widget (full attribute editor, guidelines, comments, attach email, etc. — see Steps widget)
• Drag a step bar — reschedules the step. Drag the body to shift start + due together; drag the start or due edge to resize.
• Expand a step ("Show tasks") — reveals task sub-rows under the step with their own dates
• Double-click a phase or milestone label — inline-edit popover for name / dates

Drag is disabled for relative dates. When a step's (or phase's, or milestone's) date is relative to another action, its value is computed — so the bar can't be dragged. To reschedule it, either change the reference action's date (which cascades) or convert the date back to absolute in the sidepanel.

Items without a date

• Steps, phases, or milestones that don't have both a start and due date (or a resolvable relative spec) are not rendered on the chart.
• They appear in an "Unresolved dates" badge on the toolbar — click the badge to see the list and add dates inline.
• This keeps the chart clean while still making unscheduled items visible and easy to fix.

Relative dates

Step, phase, and milestone dates can be set as absolute (e.g. Mar 15) or relative to another action's date (e.g. "2 business days after Step 3's completion"). Useful for re-using a template where moving the kickoff shifts everything else.

If a relative date can't be resolved (the referenced action has no date, or was deleted), the item is marked unresolved and shows up in the Unresolved dates badge.

For the full breakdown — references, offsets, units, propagation — see Relative dates for steps, phases & milestones.

Timeline vs. Steps

• Steps widget — buyer-friendly action-plan list; great for detail, status, assignees, nested tasks, comments
• Timeline widget — scheduling view; great for "when" questions, dependencies, Gantt-style storytelling

Many teams use both: a Steps widget for the working action plan and a Timeline for the at-a-glance schedule narrative.

Best practices

• Use real dates, not vague "Week 1 / Week 2" — specificity signals seriousness
• Phase your timeline — 2–4 phases group steps visually and help the buyer zoom out
• Use milestones sparingly — reserve them for truly pivotal events (kickoff, signature, go-live)
• Lean on relative dates when re-using a Timeline across deals — move the kickoff and everything else follows

Related articles

• Steps widget
• Controlling visibility — pages, sections, actions, messages & guidelines
• Introduction to widgets

Updated on: 18/06/2026