What is up no coders. If you are ready to put your air
table data in a timeline view, you don't want to miss this video. We're going to be going into detail about
how to implement the new view that was just released from air table for timeline. So if that's of interest stick
around and let's get into it, Hey, welcome back to the
channel. If you're new here, my name is Gareth Pronovost. I am
the owner here at gap consulting, where we help you to organize
and automate your business. So if that's of interest and you want
to learn more about how we do that, do check out the links below this video, and don't miss my free air
table automation webinar. Once a week, I hop on a live webinar and I teach
you the fundamental building blocks of automation. Personally,
I save 20 hours per week, and I do the same for many of my clients. So if that's of interest and you want
to learn how to get started building automation so that you can reclaim all
of that time, check out the link below, or just sign up at Gareth Pronovost
dot com slash webinar dash registration. And even if you
can't make the live version, I will be sure to get a replay in
your inbox, but without further ado, let's hop into the heart of this video. We are talking about the new timeline
view that came out from air table. Let's hop right into it and take a look
at my screen so that we can see what an example of this looks like. So
very similar to the Gantt view, you're going to see that you have a start
and an end date and or date time for your different records here. They're also able to be grouped
by one or more grouping fields. So let's first take a look at the
date settings that we have here, and we can see that again, you're going to have a start and an
end for whatever that duration is that you're tracking per record. And then you can also decide if you
want to have all calendar days or only Monday through Friday. As soon as you
make that Monday through Friday selection, you also get the option
of adding some holidays. So if you have certain holidays that you
don't want to have showing up on your charts, for whatever
reason or on your views, you can definitely include them
here. All right, now, beyond that, we can look at our labels. This is
another really cool feature for this view. We can actually bring in
whatever we want into this particular label on this view.
And this is a very unique thing, because this is not something we can
do for all of our other records in our other views in air table, right? This
particular one allows us to, in this case, include the status and
to date fields here. Now let's rewind a little bit
and look at our grid view. So we can just look at the raw
data that we've got living here. I have a name field, I have a
status field and I have two dates. Let's make this a little bit more robust. We're going to include time fields
here. And similarly on my date, two, I'll include a time field and I'll just
change a few of these so that we've got a few different pieces
of information around. All right, now let's
give these some names. And now our records are looking
a little bit more put together, flipping back into that timeline view. Now we can see that we're actually getting
the actual name from that name field, and then where applicable if
the record is long enough, or if the duration between the
two date times is long enough, then we're also seeing
the entire name here. So that is a really cool feature that
we can actually customize these labels. If we want to bring in the status,
for example, we can just by one click, bring that right in and we can even
change the way it appears adding bold or italicized. And that's
a really cool feature. I hope that air table takes this one
element and brings it into so many other views that it has because
being able to visualize our records, not only by name, but by including all these other fields
and then even being able to dress it up a little bit by enriching
the formatting of that text. That's really cool. Now that set one of these views up
for ourselves from the beginning. And I think you'll find that air, table's done an exceptional job at walking
us through the steps we need to take when setting up our view, let's get into it and I'll show you
what I'm talking about. So to start, we're just going to add a new timeline
view by clicking on the bottom left corner of the screen, name
it, whatever you'd like, I'll stick with the name timeline
two. And the first prompt here says, choose your date fields. I
only have two date fields, so I'm going to include them already. They're already selected
for me and I'll click next. The next part that asks is, you know,
how do you want to group these records? And this is something that's somewhat
unique to the timeline view itself. How do we want to group them? How do we want to organize these
different timeline pieces on our view? So in our case, we only have that status field that
really makes sense to group by. So I'll do that for now, but we'll
come back and change that in a moment. Now you can add additional
groupings if you'd like, we're going to skip that for now. And
I'm going to click next. And again, here's where we're choosing the custom
label that we want. I'll stick with, uh, let's say the name field, and then I'll, I'll only bring in that first date
and I'll embolden the name text, and then we'll click done. So that's very similar to the way it
was showing up in our previous one. You can also, then once it's created, come up into the upper right corner and
decide how much you want to see on your screen at one time, it defaults to week, but maybe I want to see the
whole month, for example, and I can just now see the whole
month and scroll that back and forth between them. Now, how can we use that grouping field
in a way that is more advanced? Well, maybe these are tasks that are needing
to be performed or projects that our team is working on. And one of those resources that we need
to see is our team members like who's available. When are they
available, et cetera. So let's drop in and go back to our grid
view and actually a collaborator field here. Now, normally what I would do
here is use a collaborator field type, but because this will allow us to only
name collaborators that have the base shared with them. It's kind of a moot point for me to do
that because this base is only shared with me. So instead let's
make it a single select field, and now I can create several
different fake collaborators. And so I'll have person one
person two and person three, and I'll save this up and I'll add a
few collaborators here to the different projects. Maybe I'll just use
person one and person two for now. Now we can flip back into
timeline two here and go to our groupings. And here we can actually
add another grouping, right? We'll add collaborator. And we will reorganize these so that the
collaborator grouping takes precedent over the status grouping. So let's really quickly collapse
our status grouping now. And we can see that the first
grouping is done by person. And so person one and person two, and actually let's rearrange
some of these records. So that person two doesn't have all the
done records. Let's make person one, have some done records as well,
flipping back into timeline. This is going to make a lot more
sense. So underneath person one, we see all three statuses
grouped under person one. And then similarly, all of the statuses that apply for
person two are grouped under person two. So clearly this is a
great view for you to use. If you're trying to track the application
of resources like people, for example, inside of your team, if you want to make sure that people are
booked or that they have availability or however you want to track that the
timeline view is one you're probably going to want to consider for
a lot of your use cases. One last piece to look at here is the
coloring of these records. By default, they have been assigned the same
color as the status, but of course, as is true with any
other view in air table, we can adjust this coloring to our
liking so we can remove this rule. If we'd like, and we can set up some
conditions, we might say the name. If the name contains the word name, then it's going to be red
or whatever this color is. So if we were to go
back into our grid view, we see of course that all of our
names are including the word name, but let's change one. So now
I've changed this for person one, flipping back into the timeline there. We should see those load up in just
a moment. And if we open that up, we see that this no longer has that color. So just as it's true in all
of your other air table views, you can apply some color rules if
you're on the pro plan to the different views so that you can see your records
and they show up in a way that helps you make sense of them quickly
and efficiently. Now, I need to point out that this timeline
view does require that you're on a pro plan. If you are not on the pro paid
plan of air table or better than you will have access to this. So this is another reason that you will
very likely want to consider signing up for that pro plan, especially if you're
using air table to its fullest extent. Now, lastly, we also need to discuss the other
features that are available to other views specifically the way that we share
those views and also the row height. So just as you can, with other views,
you can change the record height, something that's a little unique
to the timeline view though, is that you can change the
orientation of the label. Let's look at what I mean here.
By clicking on this section here, you can adjust the height of the
records. Let's make them tall. So obviously we get a much longer, a much taller record there that's
being displayed for each of them, but the label orientation is a new thing
that we have not had control over in the past. If we flip it to vertical, what you'll find is that all of the
different elements that you've included inside of the label for your record,
they are stacked on top of each other. So from my example, here, I have
the name and then next to that, I have start date one. So let's
include flipping out of here. Let's go back to our customized
labels and I'm going to bring in the dates two. And now you see that all three of those
elements are stacked on top of one, another inside of my label. Now, if
I make a change to this, of course, if I go back to that and I
make it horizontal again, now it's going to be trying to put
everything in one line and where it can to then, well then of course it has a
line break and starts the next line. So that's a really cool feature as
well. This is specific to this view, at least at present, because this is the only view that allows
us to get that level of flexibility in our label. I hope you got a ton of value out of this
and that you start using that timeline view to its fullest extent.
If you have any questions, please drop them below in the comments. And I look forward to seeing
you in the next video.
