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FAQ › How do I...? › Category: Views
How do I use the Bubble View?
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Answer

Bubble View is available for all your projects, you just have to access it from the left side View Bar. Once you clicked on Bubble View button, you will see the default Bubble View, which will open on Status group.

How to remove the project summary task?
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To remove the Summary task for your project, click on File - Options – Advanced (or File – Info - Project Options -Advanced). Uncheck the "Show project summary task" option and then click OK or uncheck the “Project Summary Task” checkbox from the “Format” menu.

How can I set text lines for timeline task bars?
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To set the text lines for timeline task bars, go to the Timeline menu and set the desired value from the Text Lines dropdown list.

Note: The Text Lines value applies to taskbar only and not for Callout or Milestone tasks.
How can I show/hide the task progress I the Timeline view?
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To show/hide the task progress in the Timeline view, go to the Timeline menu and click on the Date Formats button. Check/uncheck the Task Progress checkbox and click on the OK button.
How can I show/hide the Timescale in the Timeline view?
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To show/hide the Timescale in the Timeline view, go to the Timeline menu and click on the Date Formats button. Check/uncheck the Timescale checkbox and click on the OK button.
How can I show/hide the task dates in the Timeline view?
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To show/hide the task dates in the Timeline view, go to the Timeline menu and click on the Date Formats button. Check/uncheck the Task Dates checkbox and click on the OK button.
How can I show/hide the Today line in the Timeline view?
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To show/hide the Today line in the Timeline view, go to the Timeline menu and click on the Date Formats button. Check/uncheck the Today Line checkbox and click on the OK button.
How can I change the Date Format in the Timeline view?
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To change the Date Format in the Timeline view, go to the Timeline menu and click on the Date Formats button. Select the desired date format from the list and click on the OK button.
How can I delete a callout task from the Timeline view?
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Deleting a Callout task from Timeline view is possible using:
  • Click on the Remove from Timeline button in the Timeline menu;
  • Right click on the Callout task and select Remove from Timeline from the contextual menu;
  • Select the Callout task and press the “Delete” key on your keyboard;
  • Uncheck the Callout task from Add task to Timeline dialog and click OK.
How can I delete a milestone task from the Timeline view?
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Deleting a milestone task from Timeline view is possible using:
  • Click on the Remove from Timeline button in the Timeline menu;
  • Right click on the milestone task and select Remove from Timeline from the contextual menu;
  • Select the milestone task and press the “Delete” key on your keyboard;
  • Uncheck the milestone task from Add task to Timeline dialog and click OK.
How do I display an existing task as milestone?
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To display an existing task as a Milestone task, select the task in the Timeline view and drag it outside of the Timeline.
How do I display an existing task as callout task?
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To display an existing task as a Callout task, select the task in the Timeline view and drag it outside of the Timeline.

Note: You can also display an existing task as Callout task by selecting the task and clicking on the Callout Task button in the Timeline menu.
How do I move a task outside of the Timeline?
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Only Callout Tasks can be moved anywhere outside the Timeline Section using drag-and-drop.
How do I add a new callout task in the Timeline view?
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To add a new callout task in the Timeline view, click on the Callout Task button available in the Timeline menu. The Task Information dialog will appear. Add the task name, dates, and other field values and then click the OK button.

Note: You can also add a new callout task by right clicking on the Timeline and selecting the Insert Task – Callout Task option from the contextual menu.
How do I add a new milestone in the Timeline view?
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To add a new milestone task in the Timeline view, click on the Milestone button available in the Timeline menu. The Task Information dialog will appear. Add the task name, dates, and other field values and then click the OK button.

Note: You can also add a new milestone task by right clicking on the Timeline and selecting the Insert Task – Milestone option from the contextual menu.
How do I add a new task in the Timeline view?
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To add a new task in the Timeline view, click on the Task button available in the Timeline menu. The Task Information dialog will appear. Add the task name, dates, and other field values and then click the OK button.

Note: You can also add a new task by right clicking on the Timeline and selecting the Insert Task – Task option from the contextual menu.
How can I change the row order of tasks in Timeline View?
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In the Timeline View, to change the order of Task Bars use drag-and-drop to move them up/down inside the Timeline.

How can I change the start date in Timeline view?
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To change the Start and Finish dates in Timeline view, please use the Date Range option. In order to do that, go to the Timeline menu and click on the Date Range option. Click on Set custom dates, then from Start and Finish fields, select the desired dates and click OK in the dialog.

How do I selective format the task background color in the Timeline view?
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If you want to customize individual tasks in Timeline view, select the task you want to customize and use the Font Control Panel in the Timeline menu to change the Font, Font Style, Size, Text color and the Background color for the selected task.

How do I create a timeline?
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To access the Timeline, click on View – Timeline.

You can select which tasks from your project will be displayed in the Timeline. Tasks can be added to the Timeline view by clicking on the Existing Tasks button available in the Timeline tab.

Can the tasks from the Timeline be customized?
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In the app, tasks from the Timeline can be customized by going to menu Timeline - Text Styles, or using the Font Control panel from the Timeline menu.

How can I move a task from the Timeline?
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In the Timeline View, Task Bars can be rearranged by using drag-and-drop to move them up/down inside the Timeline. Callout Tasks can be moved anywhere outside the Timeline Section using drag-and-drop.

Note: At this point, we do not support moving Tasks to another date in the Timeline View.

How can I copy the Timeline?
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You can copy the Timeline into other documents like Word document, E-mail or PowerPoint presentation by right clicking in the Timeline area to select it and then press Copy as Image. You will have two options: Copy Visible or Copy Full Size. Select the desired option and then go and open the document in which you want to copy the Timeline, right click on the blank page and press Paste.

Note: The Copy Timeline option can be also found in Timeline tab.

Where I can find the “Date range” option?
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Answer

Date range is used to set the Start and Finish dates of the project. You can find the Date range option in the Timeline menu right after you set the Timeline view.

How to reverse the Zoom in the Timeline View?
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To reverse the Zoom in the Timeline View, right click on the Timeline and from the contextual menu click on Zoom to Screen, or go to menu Project – Zoom – Zoom to Screen.
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