Add an existing record from timeline view | Voters

Add an existing record from timeline view

Nicolas Chauviré

"Would it be possible to add the option to create or add a record directly from the timeline view with a click or left-click? This would avoid having to go back and forth between the grid and timeline views.

October 30, 2024

Jon Darbyshire

Great to hear your perspective, Nicolas Chauviré! I have a few more questions for you:

Could you please clarify what type of records you would like to add from the timeline view?
What information would you like to input when creating a new record from the timeline view?
How frequently do you switch between the grid and timeline views in your current workflow?

Nicolas Chauviré

Jon Darbyshire 
Thank you for your feedback, Jon! Here are the answers to your questions:
We use SmartSuite to manage our IT development projects, and we utilize the timeline view to plan the tasks for the developers.
We would like a popup display to either select an existing task or create a new one if it doesn't exist.
The timeline view is very important to us because it allows us to quickly see who is working on what and whether all developers are occupied. We also use it to track absences (vacations). In the end, we have our team's workload plan through this view.