How to reorder your tasks

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Overview

When generating your visual, Office Timeline Online will position your tasks on the graphic in the order you’ve entered them in Data View or the way they were arranged in your Excel table when importing. When customizing or updating your graphic and adding new items, you may want to reorder the tasks to provide a clear view of your project. This can be easily done either from the Timeline View or Data View. Here’s how it works:

 

Timeline View

  1. Select the task bar you wish to move or just hover your cursor over it. What we’d recommend you to pay attention to here is that your cursor’s shape changes into a cross before moving forward. Otherwise, you may end up repositioning a centered text or resizing the task bar instead of moving the task.

    cursor-turned-into-cross.png

  2. Now, drag the task bar vertically in the desired position relative to the other tasks until you see a simple red guiding line, which indicates you’ve chosen a valid spot. Simply drop the task there, and the web tool will instantly reposition it.

    drag-task-to-reorder-timeline-view.gif

  3. Repeat for the rest of the tasks you wish to reorder – it’s quick and easy!

 

Note: As you drag a task bar or milestone shape, you'll notice that Office Timeline automatically detects the axis you're moving on and locks you on that axis to prevent unwanted changes – e.g. changing dates because your mouse slipped and dragged horizontally when all you wanted was to move a task higher. Hold Shift while dragging if you wish to unlock the axes and move tasks freely, in any direction.

 

Pro tips:

  • On timelines with Swimlanes, you can drag & drop to quickly move tasks or milestones from one lane to another.
    drag-item-to-new-swimlane.gif
  • If your have tasks and/or milestones grouped on one row, you can use the handle on the right side of your slide to move the whole group at once. Moving entire groups can currently be done only from the Timeline view.
    move-whole-groups-timeline-view.gif

Data View

You can reorder tasks in the Data View too by dragging & dropping:

  1. From your data list, hover your mouse over the task or milestone you wish to move, and you’ll see the drag & drop handle (the six little dots) to the left of its title.

    hover-over-task-data-view.png

  2. Click the handle and drag it higher or lower in the list to move your task in the desired position. Just like in the Timeline View, the red guiding line you’ll see on the page indicates you’ve chosen a valid spot.

    drag-to-reorder-tasks-data-view.gif

  3. Once you drop your task in the desired spot, Office Timeline Online will automatically update the visual too.

 

Pro tip:

  • On timelines with Swimlanes, you can use drag & drop in the Data view too to move individual items from one lane to another.

 

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