Project
Plan and execute cross-Team work at a higher level.
Projects in Timebook
Projects are Timebook's way of presenting structured plans to manage the delivery of products or features. Projects coordinate the work of multiple Timebook Teams, allowing everyone to see the bigger picture. Projects can also become parts of a Roadmap for your entire organization.
After enabling Projects, you can add Work Items and track the progress of your planned work. With several data layouts available, you can view your Project work from different perspectives.
Each Project features an expandable drawer that allows you to modify its properties, set a time frame for it, and signal potential risks. Explore the rest of this article to learn more about the options available within the Project drawer.
This article explains the Timebook's concept of a Project and its basic features.
But we have a separate article that explains how to use Projects in a Timebook Team. For more information, see Projects (in Teams)
To use Projects in Timebook, you need to enable them in the settings of the specific Team.
For more information on managing Projects in Teams, see Work (Team settings)
Manage a Project
Each Project has three tabs located at the top, next to the Project's name:
The [Work] tab is where you manage all the Work Items added to the Project. You can open each Work Item in your Project to see its details. You can also press the [Edit] button to manage multiple Work Items at the same time.
You can use the [Summary] tab to add content like text, images, and references, providing extra information about your Project.
The [Updates] tab automatically shows important changes to your Project. Additionally, each Team member can post updates here to provide information about any Project-related developments.
In the top-right corner, you have two additional options to keep your Project accessible:
[Add to Bookmarks] saves the Project for future reference. You can find all bookmarked Projects by opening the [Bookmarks] module in the Navigator.
[Pin to Navigator] adds the Project to the [Pinned items] area of the Navigator. You can quickly jump to the pinned Project using the menu on the left, regardless of where you are in Timebook.
You can change how Work Items are presented in a Project by adjusting the layout, grouping, sorting, and filtering the data.
You can also save such modified views for later use.
We have dedicated articles that explain changing and saving views. For more information, see Layouts & views
Add Work Items to a Project
To create a new Work Item in a Project:
Open one of your Projects.
Press the [+] button at the top of the Project.
Use the newly created Work Item card to provide basic information such as name, type, and description of the work to be done. You can also add tags to the Work Item.
Press [Create] to confirm your changes.
You can reorder all Work Items in your Project with a simple drag-and-drop. You can also drop one Work Item on another to create a parent-child relationship between them.
To add an existing Work Item to your Project, open the Work Item and use the [Project] parameter.
With this parameter, you can quickly reassign a Work Item by selecting a new Project from the dropdown menu.
Project drawer options
Each Project in Timebook has an expandable drawer you can use to modify the Project's properties. Open the drawer using the dedicated button in the top-right corner to change the name of your Project or add a description to clarify the Project's purpose.
You can also use the following properties in the drawer to define your Project or signal risks:
Change the [Status] of your Project by choosing one of the available options, including [Planned], [In development], or [Canceled].
Use the [Risk assessment] option to indicate good progress or potential issues. You can choose from [No risk], [At risk], or [High risk].
Define the start and end dates for your Projects with the [Time frame] property. You can set specific dates or choose a period: week, month, quarter, or year.
You can also assign a [Lead] to your Project and choose [Teams] that will participate in it.
You can also connect your Project to one of the existing Workplace or Team Goals. The [Linked Goals] section in the Project drawer serves this purpose:
Press the [+] button at the top of the [Linked Goals] section.
Open [Team Goals] and choose a Team from the dropdown menu to link specific, lower-level Goals. Or open [Workplace Goals] to link organization-wide Goals.
Find relevant Goals on the list and select their key results to which you want to link your Project.
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