Date-Based Views
Date-Based Views in the View Manager provide specialized layouts for displaying and managing time-bound data. These views are ideal for tracking schedules, project timelines, milestones, reminders, and more. Each view offers unique functionality based on specific time-related requirements.
Calendar View
The Calendar view is ideal for tracking events such as appointments, meetings, or deadlines within a traditional calendar format. It helps visualize data in a monthly, weekly, or daily layout, allowing users to plan and organize based on dates.
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Required Field Mapping:
Title– The main label for each event.Start Date– The start date of the event.
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Optional Field Mappings:
Description– Additional details or notes about the event.End Date– The end date of the event (if different from the start date).
Example Use Case: A business can use the Calendar view to display employee schedules or project deadlines, helping teams manage time-sensitive tasks and resources effectively.
Gantt View
The Gantt view is a project management tool that displays project timelines, dependencies, and progress tracking in a visual chart format. It’s particularly useful for managing phases, deadlines, and task durations.
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Required Field Mapping:
Title– The main identifier for each project or task.Start Date– The start date of the task.End Date– The end date of the task.
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Optional Field Mappings:
Description– Details or notes on the specific task.
Example Use Case: A construction company could use the Gantt view to map out building phases and deadlines, making it easy to track progress and dependencies at each stage.
Timeline View
The Timeline view allows users to visualize sequences of events or milestones along a horizontal or vertical timeline. This view is perfect for tracking historical data, project milestones, or event sequences.
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Required Field Mapping:
Title– The main label for each event.Start Date– The date when the event begins.
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Optional Field Mappings:
End Date– If the event spans multiple days.Description– Additional details about the event.Milestone Declaration– Allows adding multiple entries with fields likeTitleandDate.Dynamic Information– Enables multiple entries with fields likeTitle,Field, andColorfor added context.
Example Use Case: A product team could use the Timeline view to visualize the sequence of product development milestones, making it easier to track each stage's progress and completion dates.
Milestone View
The Milestone view is useful for grouping related tasks or events by completion goals or achievement dates. This view displays items based on their grouped milestones, helping teams stay focused on critical deadlines.
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Required Field Mapping:
Title– The main label for each milestone.Group By– Enum selection to define how items are grouped.Start Date– The start date of the milestone.
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Optional Field Mappings:
End Date– The milestone's end date, if different from the start date.Description– Additional details for each milestone.Milestone Declaration– Multiple entries for milestone stages, including fields likeTitleandDate.
Example Use Case: A development team could use the Milestone view to highlight key project phases, helping to ensure timely completion of each major step.
Reminder View
The Reminder view is designed to keep users updated on upcoming tasks, deadlines, or events. This view can provide notifications or alerts, ensuring no critical dates or times are overlooked.
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Required Field Mapping:
Title– The main label for the reminder.Description– Details about the task or event.Cron Interval– Frequency for the reminder notification.Start Date– The beginning date for the reminder.Repeat Field– Specifies recurrence settings.Completed Field– Marks the completion status.
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Optional Field Mappings:
End Date– End date of the reminder, if applicable.
Example Use Case: A sales team could use the Reminder view to track follow-up dates with leads and clients, ensuring timely communication. Similarly, an HR department might use it to monitor employee evaluations or training schedules.