Schedule Toolbar

The Schedule view’s toolbar gives you the at-a-glance project status (rightmost summary chip), the day-to-day filtering controls (toggle groups), and the three primary authoring actions (+ Task, + Milestone, + Phase).

[ + Task ] [ + Milestone ] [ + Phase ] [ Build mode pill ]
[ CP only · Focus chain ]   [ Critical path · Milestones ]
                                 ...
[ {N} tasks · {C} critical · CPM ✓ ]   [ Grid | Timeline ]   [ Today ]   [ − {level} + ] [ Fit ]

Layout: Grid and Timeline

A Grid | Timeline toggle controls how much of the schedule the view devotes to the table versus the bars:

Grid (default) — the WBS task-list table (WBS, Task, Dur, Start, Finish, %, Owner) sits to the left of the timeline, with a draggable splitter between them.
Timeline — the task-list table is hidden and the timeline canvas spans the full width. Each bar still carries its task name inline, so rows stay identifiable; switch back to Grid whenever you need the tabular detail. If you prefer the names lined up on the left rather than floating beside each bar, choose Task names → Aligned left in the Display menu’s Chart section — names then render in a fixed, row-aligned gutter at the canvas edge.

The choice is a per-user view preference saved in your browser, so the Schedule reopens in the layout you last used.

Filter groups

Filters are split into two clusters so they don’t read as a “pick one of four” radio. All four can be on at once.

View filters — change which rows appear in the task list:

CP only — collapse to the critical path only (and the summary tasks above them, so the WBS hierarchy stays intact).
Focus chain — when a task is selected, dim every task that isn’t a predecessor or successor of it.

Render filters — change which bars draw on the Gantt timeline:

Critical path — show only critical-path bars + summaries (other tasks render their list row but their bars are hidden).
Milestones — show only milestone diamonds + summaries.

Chart — control what the timeline paints (presentation, not a data filter):

Dependency lines — show or hide all dependency arrows.
Task names — place on-bar names Next to bar, Aligned left (the Timeline-mode gutter described above; offered only in Timeline), or Hidden. This placement is remembered independently for Grid and Timeline — the sub-label names the view it applies to (Task names (Grid) / Task names (Timeline)). Timeline defaults to Next to bar (the canvas is the only place names appear there); Grid defaults to Hidden (the task-list table already shows every name), so you can drop the redundant on-bar label in Grid without stripping the names off the bars in Timeline.
Progress % — show or hide the on-bar completion pills.

Chart choices are saved per-user in your browser. Unlike the view/render filters (which are encoded in the URL so a filtered view is shareable), Chart choices are personal presentation preferences and stay local. Hiding a Chart element lights the Display trigger’s badge so nothing disappears silently (a hidden Grid task name is the one exception — the name is still right there in the task-list table, so the badge stays quiet), and a PDF export opens matching what you see — hide the dependency lines and the export’s arrow toggle starts off to match.

Summary chip

Rightmost in the toolbar (above the Today + Zoom controls). Format: {N} tasks · {C} critical · CPM ✓.

✓ (green): CPM ran successfully against the current data.
⚠ (amber): the scheduling engine reported an error — usually a cyclic dependency. Open the Schedule’s status banner or check task dependencies.
CPM … (italic): a recompute is in flight.

The chip is a role="status" announcement for screen readers — every state change is read aloud.

Adding a milestone

Two paths:

Click + Milestone in the toolbar.
Press ⌘M (macOS) / Ctrl + M (Windows / Linux) when the Schedule view has focus.

Both insert a new milestone at today’s date with an empty name field. The milestone’s parent_id is inferred from your currently-focused row — if you have a phase summary selected (or any task inside it), the new milestone lands under that phase. Otherwise it lands at the project root.

The diamond pulses on the timeline for 1.5s after insert (suppressed under prefers-reduced-motion). A polite live-region announcement reads "Milestone {name} inserted at {date}".

The button is disabled with a “Read-only access” tooltip for Viewer role.

Adding a phase

Ships in 0.4 (Schedule/Gantt only — a phase-authoring action never appears on the board, sprints, or My Work).

A phase is a WBS summary row — a non-subtask task with at least one structural child. It isn’t a new task type: any summary task with a “real” (non-subtask) child under it is automatically a phase, the same way a task with subtasks is automatically a summary.

Two paths:

Click + Phase in the toolbar (the summary-bracket icon, distinct from the milestone’s gold diamond).
Press ⌘P (macOS) / Ctrl + P (Windows / Linux) when the Schedule view has focus.

Both insert a new summary row at your currently-focused insertion point (same phase-nesting inference as + Task / + Milestone) and drop it straight into inline rename. Because a freshly inserted row has no children yet, it isn’t a phase yet either — it’s a phase-in-waiting, and the row shows a dashed ”⊕ Add first task to this phase” hint in place of the assignee display. Clicking the hint nests a first structural child under it; once that child exists, the row becomes a real phase and the hint retires. An empty phase-in-waiting is a legitimate state — nothing forces you to add a child immediately.

Once a row is a phase, its rollup behavior matches every other WBS summary task (dates and percent complete roll up from children) with a few phase-specific locks: it can’t take a direct assignee, a direct time log, or (once #1755 lands) a sprint assignment — dependency and baseline rollups still apply normally.

The button is disabled with a “Read-only access” tooltip for Viewer role.

Task-list columns

The task list shows seven columns by default. All except Task can be hidden via the Columns popover.

Column	Width	Content
WBS	48 px	Dot-path numbering (`1.1.2`). Long paths truncate with a hover tooltip.
Task	flex	Name + chevron for summary expand/collapse + WBS indent.
Dur	52 px	Duration in working days (`5d`).
Start	74 px	Computed early start (read-only — change Planned Start to override).
Finish	74 px	Computed early finish (read-only).
%	44 px	Percent complete.
Owner	72 px	Up to three 24 px assignee avatars overlapping; “+N” overflow chip.

Column widths are persisted per-browser under trueppm.schedule.columnWidths.v5.

Zoom

The zoom control (rightmost, above the summary chip) is a stepper — −, the current level, and + — plus a Fit to project button that frames the whole project in the viewport. Zoom is continuous from hour-level detail out to a multi-year overview; the date header automatically re-emphasizes its unit (day → week → month → quarter → year) as you scale. You can also zoom with Ctrl/Cmd + mouse wheel or a trackpad pinch over the timeline (which zooms toward the cursor), or with ⌘/Ctrl + = / - / 0. See Zoom on the Schedule view for the full reference.

The Today button scrolls the timeline so today’s date lands at 25% from the left edge.

Fiscal quarters

At Quarter (and Year) zoom the timeline header groups and labels quarters by your workspace fiscal year rather than the calendar. A workspace whose fiscal year starts in April shows Q1 = Apr–Jun, labeled Q1 FY27 — fiscal years are named by the calendar year in which they end. The major (year) row shows the fiscal year (FY27) and quarter boundaries fall on fiscal, not calendar, edges.

A Quarters: Fiscal ▾ control appears next to the zoom buttons at quarter and year zoom. It is a per-user view preference (remembered in your browser), not a project or workspace setting:

Fiscal (default) — follows the workspace fiscal-year start.
Calendar — plain Jan–Mar = Q1, labeled Q1 2026.

The control is hidden when the workspace fiscal year starts in January, because fiscal and calendar quarters are then identical. The fiscal-year start itself is set by a workspace admin under Workspace → Settings → General.

On tablet widths the toggle folds into the toolbar overflow (⋯) menu as a Fiscal quarters checkbox.