GUIDE 05 / TIMELINE & PROGRESS
Give every deadline a workable path.
A timeline should expose the sequence of work, not just decorate a proposal. Use dates to make dependencies discussable and completion signals to reveal what is genuinely ready.
PlanForge displays calendar-span bars and a task-count progress percentage. It does not calculate critical paths, working-day capacity, partial completion, or automatic dependency shifts.
Effort and duration answer different questions
Effort is the amount of active work needed. Duration is the time between a task’s start and finish. A four-hour review may span several days because reviewers have other commitments. A task’s hourly estimate therefore does not automatically determine a sensible deadline.
PlanForge lets you enter both values independently. Its bars include weekends and other non-working days because they show calendar spans. Before promising a finish date, check holidays, availability, time zones, and approval windows separately. A visually short bar is not evidence that the task requires little effort.
Map dependencies before overlapping work
Some tasks cannot start until another task produces a usable input. Others can overlap safely if the team agrees which decisions are stable. Record those relationships in your project notes. Starting everything at once can create rework when early assumptions change.
The timeline follows the dates you enter; it does not enforce dependencies. If you move a deadline by editing a task, review downstream tasks manually. A useful habit is to ask “what becomes impossible if this slips?” whenever a key approval or delivery date changes.
- Separate internal completion from external acceptance.
- Allow time for consolidating feedback.
- Identify long-lead purchases before production starts.
- Keep a named decision-maker for each approval.
Check capacity, not just available dates
Two tasks can occupy the same week on a chart while requiring the same person at the same time. PlanForge does not assign people or flag overallocations. Compare the planned hours with each contributor’s realistic availability in your usual calendar or resource plan.
Parallel work can shorten delivery when resources are genuinely independent. It can also increase coordination and review overhead. Sequential work is easier to follow but may leave some people waiting. Choose an arrangement based on dependencies and capacity rather than the appearance of a compact schedule.
| Visible in PlanForge | Check separately |
|---|---|
| Task start and deadline | Working days and leave |
| Overlapping calendar spans | Shared people and equipment |
| Complete or open status | Acceptance evidence and partial work |
| Task order | Dependencies and critical path |
Use completion as a clear signal
Mark a task complete only when its agreed completion condition is satisfied. “Work has started” and “ready for review” are useful states, but this planner deliberately uses a simpler open-or-complete model. If an approval is substantial, make it a separate task instead of treating production as final acceptance.
The progress percentage gives every task equal weight. Completing three small tasks out of six produces 50% task-count progress even if the remaining tasks contain most of the effort. Keep task sizes reasonably comparable and interpret the percentage alongside hours, costs, and upcoming commitments.
Reorder without changing the schedule
Drag task cards to place related work together or show a preferred sequence. Keyboard and touch users can use the Move up and Move down buttons instead. The timeline follows this board order, but reordering does not change any date, hour estimate, cost, or dependency.
Use Edit when you need to change a task’s actual dates or estimates. Tasks must remain within the project’s overall window. If the delivery window needs to expand, update the project dates first, then adjust individual tasks. This makes the change intentional rather than silently extending the project.
Build a short review rhythm
At each review, check recently completed work, the next approval, and anything blocked. Update only the parts of the plan that new information has changed. If the deadline remains fixed, discuss scope or capacity explicitly rather than compressing every task until the bars fit.
Export a dated summary at important decisions and before replacing the current workspace. The export is a readable text snapshot, not a live shared board or an importable backup. For multi-person editing, notifications, audit history, or detailed resource scheduling, use a dedicated collaboration system alongside this lightweight planning tool.