Cooperate’s timeline view helps marketers effectively manage their campaigns, team workload, create better alignment and ensure projects are delivered on time. 

You can see all your work in Cooperate reflected in the timeline with the ability to drill down on each of your marketing activities to see what is happening across Channels, Brands, Teams and more. 

What can I use the timeline view for?

The timeline is designed to help marketers get organised and stay on track to complete their goals, but it can also be used to accurately reflect your marketing plan and strategy. 

Timeline Basics 

In the timeline view, you'll be able to oversee all of your Projects and Tasks that you're working on in the Cooperate Platform. 

You can choose to see this information in the timeline in a variety of ways by tweaking your Grouping and Filtering options.

Grouping is the left panel that allows you to choose how you view Projects and Tasks, Filtering allows you to choose what you want to view. 

For example: If you want to see just your Team's tasks: Group by Team Members then add a task filter by Team or Team Members 

If you want to see every Project that's Live in the Australian Market: Group by Market, filter the Market to Australia and then add another filter of Live Projects. 

Timeline 

You can view the timeline across a Weekly, Monthly, Quarterly or Yearly view. Choose your timeframe from the top of the timeline.

You can jump to a specific Month or Year using the date selector.

Just select Today at anytime to jump back to the current date. 

Tasks vs Project view

You can see both Projects and Tasks on the timeline.

To swap between views.

  1. Select the ... more icon
  2. Select show/hide Projects
  3. Choose Show projects and tasks or Show tasks only

Project and Tasks view

Project view is the default view, which gives you a view of your Projects according to their start and end dates. You can also drop down a Project to see the Tasks within it.

Tasks only view 

This show you just Tasks according to their dates.

Projects

Projects with a set timeframe will span across their relevant dates. If they have a live period, this will be reflected as a grey box within that project.

BAU Projects will span indefinitely across the timeline and are ordered at the bottom of the Project list, underneath those with a timeframe. 

Numbers that show on a Project are a representation of the Tasks. All Tasks in a Project will show on their due date, you can hover over these to see what the Tasks is. 

Opening a Project

When you click on a Project in the Calendar, you can see more information including: 

  • Project Dates 
  • If it's Live, Delayed or On Track 
  • Any Tasks within the Project

It will drop down if there are Tasks within that Project. 

You can also Create a Project straight from the timeline  by selecting the + icon in the top right of the Calendar, then Project.

Updating a Project

You can update a Project by clicking on the Project Title in the timeline view. This will open the Project Settings modal.

Tasks 

Card display details

You can choose what information the tasks display on the timeline. To do this:

  1. Select the ... more icon 
  2. Select Card Display Details
  3. Toggle on/off the details you do/don't want to see 

Updating a Task in the Timeline 

In the timeline you can make changes to any Task as you normally would in a Project. 

Either through the Fast Task option (hover over a Task and select the .... icon.)

Or by opening the Task.

 Creating a Task straight from the Calendar 

  1. Select the + icon in the top right of the Calendar
  2. Select Task
  3. Choose the Project you would like the Task to live in
  4. Create a Task as you normally would in a Project 
  5. Select Create Task
  6. You will need to refresh the page to see the Task 


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