Planning directly on the TimeLine

Owned by Elitsa Velikova
Last updated: Jan 14, 2021 by Yoanna Petkova
2 min read

Once managers open the TimeLine they will see Releases/Epics on the annual schedule. If Releases/Epics are not yet scheduled (or not fully scheduled) then they are represented with a dotted line. From this point managers can manually drag & drop the bars to re-arrange the schedule.

 

Using Drag & Drop to schedule

If you want to move a Release/Epic bar on your timeline or you want to change its length, you can do that by simply dragging and dropping it.

What this drag & drop will do is change the start and end dates of the Release/Epic and re-schedule it.

  1. Select a Release/Epic on Project TimeLine

  2. Click on the grip and move left/right. Hover shows start/end dates that change

  3. Drop the grip and accept the change

  4. Release/Epic is re-scheduled on the point of drop

Warning: If you have selected the Epic to automatically take the start/end dates from Jira date fields, re-planning on TimeLine will override the Jira field as well.

 

Auto-Scheduling options for Epics

 

By linking to Releases

The manual planning with drag & drop may be an overhead for Agile teams. That is why by default Epics are auto-scheduled according to the Releases they belong to:

  • Epic’s start date = the earliest start date of its Releases

  • Epic’s end date = the latest end date of its Releases

This link to Releases can be switched OFF by deselecting “Get dates from Releases“ in the Plan dialog or if you manually change the start/end dates - then the auto-schedule option is switched off.

 

By linking to Jira date fields

The other option is to link Epic’s start and end dates to Jira date fields. You can read how to do that here: Configure TimeLine according to your management approach.

If the Auto-Schedule is enabled, then the hover next to Schedule shows which scheduling option is currently enabled.