When you manage your work in Timebook, you can choose different ways of presenting the data. Use different layouts to apply a specific presentation that matches your work style. You might also consider using different layouts for different scenarios or data sets.
Combine layouts with filtering and grouping options to see all your work in a personalized and meaningful way.
You can use layouts in most of the Timebook modules. The section below explains all the existing layouts, but some might not be available in specific Timebook modules.
For example, you can use all the available layouts when managing your Work Items, but you can only use two in Documents.
Available layouts and when to use them
We encourage you to experiment with Timebook layouts and find the ones that work best in your real-life scenarios. Below, we explain all the layouts and suggest when they might be the most and the least useful.
Board layout
Thanks to its visual design and ability to represent work at various stages, the Board layout can be highly effective in several specific use cases.
With the Board layout, you can track progress through various stages such as [To do], [In progress], and [Done]. It helps visualize the flow of work and identify potential bottlenecks.
In most layouts, you can use the grouping option. In the Board layout, you can also use the [Slice by] option to add the second level of grouping. For more information, see Grouping, slicing & filtering
The Board layout is available in the following Timebook modules:
Work Items
Goals
Initiatives
List layout
The List layout is all about simplicity. It shows all your items in a single column, which is great for estimating the number of items but not ideal for tracking progress.
You should consider this layout, especially when dealing with to-dos and checklists. In such cases, the straightforward presentation is key to the effectiveness of the List layout.
The List layout is available in the following Timebook modules:
Work Items
Goals
Initiatives
Projects
Documents
Table layout
The Table layout is particularly helpful in scenarios that require organizing data in rows and columns. It allows for efficient comparison and sorting of your items. However, it might be slightly overwhelming when dealing with very large data sets.
The biggest benefit here is that you can decide which item fields to show in the table. Use the toggles in the [Fields] section to decide which item properties to show. Each selected property becomes a new column in the Table layout.
The Table layout is available in the following Timebook modules:
Work Items
Goals
Initiatives
Documents
Calendar layout
The Calendar layout displays your scheduled items on a calendar grid, making it perfect for analyzing how your work is spread over time and identifying unscheduled tasks.
In the Calendar layout, the working area shows a calendar with your items represented by lines running across all the scheduled days. On the right, you'll find the [Unscheduled] drawer, listing the items that still need to be scheduled.
You can use the following work-management features in the Calendar layout:
To schedule your items, drag them from the [Unscheduled] drawer on the right and drop them on a particular day on the calendar grid.
You can also use the drag & drop method to move a scheduled item to a different day.
You can schedule your work for more than one day. Drag the sides of a line representing your item to extend its scheduled period.
Press anywhere on the line representing your item to see the card with all the work details.
The Calendar layout is available in the following Timebook modules:
Work Items
Goals
Initiatives
Timeline layout
The Timeline layout is a visual representation of your work on a chronological axis, giving you a complete overview of the work progression over time.
The Timeline and Calendar layouts may seem similar, but they differ. Timeline focuses on comparing your items' start and end times so that you can track the chronology of events in your projects.
In short, the Timeline layout might be a better option when managing a project with a complex sequence and more dependencies.
You can use the following work-management features in the Timeline layout:
To change your perspective, use the [Day/Week/Month/Quarter] toggle to focus on different timescales.
Press anywhere on the grid to schedule your tasks. In the [Day] view, this will set the start and end dates to the selected day. Scheduled work is marked with a horizontal line.
You can extend or shorten the scheduled period. To do so, drag the edges of the horizontal line to adjust its start or end dates.
You can also move a scheduled item to a different time without changing its duration. To do so, press anywhere on the horizontal line, and drag it to a different slot on the grid.
The Timeline layout is available in the following Timebook modules:
Work Items
Goals
Initiatives
Projects
Story Map layout
The Story Map layout helps you manage your work by highlighting high-level items, called Epics, and showing how lower-level items, such as Tasks, Stories, and Bugs, relate to them.
This layout also includes Releases, which are time frames for completing work displayed as horizontal rows. With intuitive drag-and-drop capabilities, Story Maps are a powerful tool for visualizing your Team's Epic progress and future plans.
You can use the following features in the Story Map layout:
Use the [Parking lot] section at the bottom to add or rearrange upcoming work. This area serves as a holding place for Work Items that haven’t yet been assigned to any of the Releases above. You can also use the [Add Work Item] button here to create additional work that you can later move across the Story Map.
Open the [...] menu in the top-left corner of the [Parking lot] to add a new Release to your Story Map. Releases appear as horizontal blocks running across all Epic items. You can set date ranges for each Release and move Work Items between them to plan work and track progress.
You can promote Work Items to Epics by dragging them to the top row with the other Epics. Likewise, you can convert Epics back into regular Work Items by dragging them into one of the Releases.
You can also create Epics directly in the top row using the dedicated [+] button.
The Story Map layout is available in the following Timebook modules:
Work Items
Tree layout
The Tree layout is ideal for presenting the hierarchy of tasks. If you need to view and manage the parent-child relationships between items, the Tree layout is the best choice.
A key feature of the Tree layout is the ability to drag and drop items to change their position in the hierarchy. In this layout, you can:
Drag an item to the top row to promote it in the hierarchy.
Drop an item on another one to turn it into a sub-item.
Drag an item sideways to change the order of items in a row.
To add more items in the Tree layout, press the [+] icon below an existing item to add a child item to it.
The Tree layout functions like a canvas; you can zoom in and out to change your focus or scroll to different parts of the hierarchy.
The Tree layout is available in the following Timebook modules:
Work Items
Goals
Column layout
In this layout, all your items are arranged neatly in a single column. You can select one of the items and view its details in the working area to the right. The [Column] layout is best for getting a quick overview, after which you can focus on a single item.
The Column layout is available in the following Timebook modules:
Work Items
Goals
You might find other layouts when using the [Worklog] module in Timebook.
These layouts can be applied only to the Worklog data; they are not available in any other module.
