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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.

PROGRESS MEASURECompleted tasks ÷ all tasks
Simple, not weighted

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.

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.

What the timeline tells you
Visible in PlanForgeCheck separately
Task start and deadlineWorking days and leave
Overlapping calendar spansShared people and equipment
Complete or open statusAcceptance evidence and partial work
Task orderDependencies 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.

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