The Timeline View widget draws a table's records as bars along a time scale on a dashboard. Each bar runs from the record's start date to its end date, one record per row. It is the Timeline view, placed on a dashboard.

Here is the test: do viewers need to see how long things take and where they overlap, from the dashboard? If yes, add a Timeline View widget. If the dates depend on each other, use the Gantt widget. If one day at a time is enough, use the Calendar View widget.

Example: the Vendor risk overview dashboard in a Vendor Management solution. The Security lead adds a Timeline View widget titled Fieldwork windows on the Contracts table, by Audit Fieldwork Window, the same setup as the Fieldwork timeline view. The bars are grouped by Vendor. Drag and drop is off, so the auditor's window cannot slip by accident. The Vendor Tier Filter widget narrows the bars.

The Fieldwork windows widget on the Vendor risk overview, on Weeks, with bars grouped by vendor and the Record Listing button in its header.

The widget lands at the top left of the dashboard at the full width of the row, unlike the Grid and Card widgets, which land at half width. There is no Save button on a dashboard: Add Widget is the commit. Drag the handle on its right or bottom edge to resize it; see Managing Widgets.

The Add New Widget sidebar with the Views category expanded and the Timeline View card's tooltip showing.

The settings sidebar is the one every view-based widget shares. It has three tabs: General, Toolbar and Actions. Each tab is a set of sections you can expand and collapse. Every row is described in View-Based Widget Settings. This section covers what the Timeline View widget does with them.

Heading. Title is a text box, prefilled with "Timeline View"; type the widget's name, Fieldwork windows here. Description is a switch, off to start. Turn it on and a rich-text box appears with two position tabs, As A Tooltip and Below The Title. Below The Title is selected to start.

Source. A button that shows the table's name with the line "Solution: <solution name>". It opens a two-level picker: the current solution's tables, and a back chevron to every solution you can see, with a search box. Pick the solution, then the table. For Fieldwork windows the table is Contracts. A widget's source is a table, not a saved view; the date field, group and filters are set in View Configuration.

View Configuration. One row per control, each with its current value as a badge: By (its badge names the date field), Sort, Filter, Group and Spotlight. There is no Fields to display row and no Search row here. Select a row and the control's usual popup opens inside the modal; the preview updates at once.

The By row opens the Timeline view by popup. Its line reads "Choose date fields to be displayed over the timeline". One dropdown picks the date field, with a color dot beside it; the list holds the table's date-type fields. Need help and Done close the popup. With a Due Date or Date Range field, which holds a start and an end in one field, each bar spans the two dates.

For Fieldwork windows the field is Audit Fieldwork Window, a Date Range, so one field holds both dates.

Display Options. The section is present on this widget.

The General tab with the Timeline view by popup open from the By row.

Preset Filters offers three cards, None, Dynamic and Static; None is selected to start. The steps are in Filters in View-Based Widgets.

Toolbar Elements is one switch per control, all on to start: By Date, Sort, Filter, Group, Spotlight and Search. By Date is the date-field control; it reads By in View Configuration and on the toolbar. Show all and Hide all change every switch at once.

User Actions carries two switches on the Timeline View widget, both on to start.

Buttons holds + Add Button, which opens the Button Settings popover; see View-Based Widget Buttons.

Fieldwork windows keeps Open Record Details on and Allow Drag and Drop Records off.

The Actions tab with Open Record Details on and Allow Drag and Drop Records off.

Solution Managers and members with Full Access add a Timeline View widget to a public dashboard and change its settings. The owner does the same on a private dashboard. Every member who can open the dashboard sees the widget; see Dashboard Settings. What a viewer can do inside it is the smaller of two things: the switches on the Actions tab, and their own permissions in the table. A member who cannot edit Contracts cannot move a bar, whatever the switch says. On a shared dashboard the bars show to anyone with the link; see Public Dashboard Sharing.

In View mode the widget shows the timeline with a header row above it. The row holds Today, the previous and next arrows and the period title, such as October to November 2026. Then comes the scale switcher, Hours, Days, Weeks and Months, and Record Listing. A viewer moves across time with the arrows and switches the scale when the toolbar is on. Each record takes its own row, and its bar carries the title.

The Record Listing button opens a panel listing one card per record, with its title and dates. A viewer drags a bar when Allow Drag and Drop Records is on, and opens a record from its bar when Open Record Details is on. Hover over the widget for the Full Screen icon and the three-dot menu at its top right.

A Filter widget on the same table narrows the timeline when the two are connected; the Timeline View widget is offered in its connection list. See Filter widget.

In a narrow widget the scale switcher becomes one dropdown. The widget renders in the mobile app.

The widget narrowed to half width, with the scale dropdown open and the Record Listing panel beside it.

In Edit mode, hover over the widget. A strip appears with a drag handle (Drag Widget), Move Up, Move Down, Edit (its tooltip reads Edit Widget) and a three-dot More Options menu. Edit reopens the modal; change what you need and select the button at its foot. Closing the modal with its X after a change asks "Are you sure you want to exit without saving the changes you made?", with Exit Without Saving and Save Changes.

The More Options menu holds Minimize, Highlight Color, Duplicate Widget, Delete Widget and a Collapsed by Default checkbox. Delete Widget asks "Are you sure you want to delete the <name> widget?" with No, cancel and Yes, delete widget. The full set is in Managing Widgets.

The widget is full width to start.

Last verified 30 Oct 2026.