Sorting and grouping items There are hundreds of ways that you can sort and group items in your plan. In this example we’ve built a business plan and then sorted the items under the various functions – here we have chosen finance, marketing, production and admin. Alternatively you could sort tasks by department or branch, [...]

Tasks grouped by stages. Timelines are not the only way to create plans, often you want to group tasks into meaningful clusters. Here is an example where tasks have been grouped in stages. In this case we are not necessarily interested in the order in which each individual task is done, just identifying the items [...]

Timelines by person. You don’t have to have just one timeline. You may want to create parallel plans for yourself and your colleagues. These need not all start at the same point – for example Sarah needs to get some of her tasks completed before Bob and Lucy begin.

Basic timeline plan. This is perhaps the most common usage – a timeline, in this case starting at the far left and running task by task to the far right. Tasks happen one after another, but some things need to happen at the same time – you can see these in the vertical columns. You [...]