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Format Layout & Colors in Timeline View

Once you've customized the time pivot in a Timeline and added pivot headers, you can format the layout and colors of the headers and items.

Changing the width and order of headers

Widen the header width

widening the header width
  1. Mouse over anywhere along the right edge of the headers.

  2. Click and drag the blue bar to set the desired width.

Change the order of the headers

Changing the order of headers

To change the order of a header or subheader, click and drag up or down it to its new position.

Formatting a Timeline's layout

You format a Timeline's layout in the Format Layout tab. To open the tab, click the Format icon on the View navbar.

Formatting a timeline's layout

1. Change header orientation

Another way to give your headers more space is to change the orientation of the main header. The default orientation is Horizontal.

  1. In the Format tab, find the Headers label.

  2. Select the Vertical orientation icon.

2. Choose the Timeline theme

Another way to provide more screen space for your Timeline is to switch from the default Original theme to the Condensed theme.

  1. In the Format tab, find the Theme label.

  2. Find the Theme label, select the Condensed theme icon.

The Condensed theme works best with a Horizontal header orientation.

3. Select a different item label

By default, items on a Timeline are labeled with their name (Items field). To create an additional pivot in the Timeline, you can select a different field for the label.

  1. In the Layout tab, click the Item Labels dropdown.

  2. In the dropdown, select the new field.

4. Adjust the size of item labels

You can adjust the size of item labels from Regular to Large or Extra Large.

  1. In the Layout tab, click the Label Size dropdown.

  2. In the dropdown, select the new size.

5. Show milestone dates

By default, milestones are displayed in a Timeline together with their date. You can choose to show only the milestone icon.

  1. In the Layout tab, de-select Show Milestone Dates.

6. Combine multi-select headers

If a header field in a Timeline is a Multi-Select List field, you can choose to display each selected value in a field as a separate header or to combine all selected values into a single header. To combine values into a single header:

  1. In the Layout tab, select Combine multi-select headers.

If the selection is grayed-out, it means that none of the header fields is a Multi-Select List field.

Formatting a Timeline's colors

You format a Timeline's colors in the Format Colors tab. To open the tab, click the Format icon on the View navbar, and then click Colors.

You have two options when setting a Timeline's colors: Color By Base Color and Color By Field. The default setting is Color By Base using a range of blues.

Change the Base Color

  1. In the Colors tab, Below the Color By dropdown, click the paint drop and select a new color.

Color the Timeline by field

In addition to making your Timeline more visually appealing, Color by Field allows you to create a color-based pivot in addition to the time and field header pivots.

Coloring the timeline by field
  1. In the Colors tab, click the Color By dropdown.

  2. In the dropdown, select the field you want to use for the color-based pivot. NOTE: At the moment, we do not support coloring by multi-select fields.

Selecting colors
  1. In the Palette dropdown, select the color palette you want to use.

  2. To make the colors of the Status subheaders match the colors you choose for the items in the Items section of the tab (see step 6), select Subheader Inherits Item Color below the Palette dropdown.

  3. In the Headers section of the tab, drag and drop the Header label onto the color you want to apply to the Timeline's headers.

  4. In the Items section of the tab, drag and drop the selected field's values (see step 2) onto the color swatches on the left to indicate how you want to color-code the items on the timeline.

Set milestone icons and colors

You can also use the Format Color tab to select the icon and color to use for each milestone type that appears in Timeline

Setting milestone icons and colors
  1. In the Colors tab, scroll down to the Milestones section.
    TIP: You can also collapse the Headers and Items sections above.

  2. Click the milestone type you want to format.

  3. In the flyout, select the new icon for the milestone.

  4. Select the new color.

  5. Click the Format icon, to close the tab.

Here's a snapshot of what your Timeline might look like after you format the layout and colors.


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