Click the BoardLeads area
This action will navigate you to the BoardLeads section, where you can view and manage your leads effectively.
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How to use the Timeline column
In this how-to guide, you'll learn to effectively use the Timeline column in your Leads table to visualize project timelines and manage deadlines.
viktoriaIn this how-to guide, you'll learn to effectively use the Timeline column in your Leads table to visualize project timelines and manage deadlines. Follow the steps to navigate to your workspace, add a Timeline column, and set specific start and end dates for your tasks to enhance organization and task management.
Step-by-step Guide9 steps
Click the Add column option
Clicking 'Add column' allows you to create a new column in the Leads table, helping organize your tasks with additional attributes.
Loading screenshot…100%Click the Timeline column option
This action adds a Timeline column to your current Leads table, allowing you to visualize project timelines and deadlines effectively.
Loading screenshot…100%Press Enter
Click here to add a new task
This action will open a prompt for you to enter details for your new task within the Leads section.
Loading screenshot…100%Click the Start date field
This action opens a date picker where you can select the desired start date for the task. After choosing a date, it will be set for when the task is scheduled to begin.
Loading screenshot…100%Click the number 8 button
Clicking this button sets the value to 8 for a specific task duration or date selection in the Leads management section.
Loading screenshot…100%Click the End date field
A date picker will appear, allowing you to select the desired end date for the task. Choose the appropriate date to update the task's timeline.
Loading screenshot…100%Click the '25' task field
This action allows you to open the date selection for the task labeled '25', enabling you to set specific start and end dates for scheduling.
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