How do I add A Project Timeline to my Project in the HalfTone App?
Option 1
Add Project Menu—Adding a timeline during the project creation process
Your first chance to create your project timeline is the Add Project Form.
Select the Add Project Timeline button in the Add Project form
For more detailed instructions for the Add/Edit Timeline Menu, see the Add/Edit Timeline Menu below.
Option 2
Add button on Project Timeline Page
On your project page, there is a progress bar after the heading.
Select the timeline bar at the top of your project page, and use the add button to navigate to the Add/Edit Timeline menu.
For more detailed instructions for the Add/Edit Timeline Menu, see the Add/Edit Timeline Menu below.
Option 3
Add to Calendar Menu
Using the add to Calendar Menu, you can schedule a Deadline, Event, or Task, assign to to a client and project, and it will automatically be added to your Project Timeline in chronological order.
Select the Add Button on the Navigation Menu at the bottom of your screen
Select Add to Calendar
Fill out the form. Ensure that you add the correct project, so the calendar item can be added to the right project timeline.
Add/Edit Timeline Menu
What are Deadlines, Events, and Tasks?
Deadline– Top level, A major project deliverable that moves the project forward, or you may charge for. This is a digital deliverable.
Event– Second level, A calendar commitment that requires the user to be present at a certain location to complete a task or attend a meeting.
Task– Second level or third level, Smaller milestones that must be completed for the completion of a deadline or event.
Deadline Workflow:
Select Project
This will automatically be populated if you are completing your project timeline through option 1 or option 2.
Otherwise, select the project to assign it to this deadline.
Note: If you accidentally selected deadline, you can change it using the dropdown to an event or task, which updates the form below.
Add Deadline Name
Add Due Date
Optional entries:
Add another reminder notification
Add Project-related Tags
Add Collaborators (for a teamwork environment)
Add Item notes.
Save
Event Workflow:
Select Project
This will automatically be populated if you are completing your project timeline through option 1 or option 2.
Otherwise, select the project to assign it to this Item.
Note: If you accidentally selected Event, you can change it using the dropdown to a deadline or task, which updates the form below.
Add Event Name
Type directly in the text box
Add Event Location
Type directly in the text box
Add Event Date
Use the rolling date picker to add due date/event date
Add Parent
This aids with the project timeline sorting, nesting related dependencies to the correct deadline.
Use the Add Parent menu to type in the parent item name.
Optional Entries:
Add Reminder notification
Add Tags
Add Collaborators
Add Item Notes
Save
Task Workflow:
Select Project
This will automatically be populated if you are completing your project timeline through option 1 or option 2.
Otherwise, select the project to assign it to this Item.
Note: If you accidentally selected Event, you can change it using the dropdown to a deadline or task, which updates the form below.
Add Event Name
Add Event Date
Add Parent
This aids with the project timeline sorting, nesting related dependencies to the correct deadline.
Optional Entries:
Add Reminder notification
Add Tags
Add Collaborators
Add Item Notes
Save
Best Practices for Timeline Building.
What are the major deliverables required for the completion of this project?
Identify the things that must be delivered to the client to fulfill your service agreement.. Assign them to deadlines.
Then identify the Events and Tasks necessary to get those things–the deadlines–done.
Example:
For a generic photoshoot project, you may owe the client a certain number of raws, a certain number of edited photos, and a shoot day. Maybe the shoot would require extra equipment or a special shooting location.
Deadline 1: Deliver the Raws
Event: Photoshoot
Task: Schedule shooting location
Task: Rent extra equipment
Task: Sort and select the best photos for the raw photo delivery
Task: Get client vote on which photos they would like edited and editing preferences
Deadline 2: Deliver the Edited Photos
Task: Edit the client-selected photos
Task: Organize other files in the sorting system
Task: Send over the edited photos
Deadline 3: Project Wrap-up
Task: Send over the invoice
Task: send over the review form
Other concerns to consider when building your project timeline:
What is their priority based on the timeline? Are there any tasks or deadline dependencies?
Consider what Deadlines need to be completed before other deadlines. Does one deadline need to be completed to complete another deadline?
You can elect to schedule two deadlines to be completed simultaneously, but consider your time commitments and task dependencies between them.
How long will each task and event take?
Add them up to approximate the next deadline due date.
This timeline can be adjusted throughout the project, but a solid plan helps make this system the most effective for your project management.
