Switch Between Views in a Workflow

Modified on Tue, Jul 23 at 7:17 AM

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With Teamly’s workflows, you can evaluate a project using a timeline, tasks, and boards. Each view offers a unique perspective for evaluating a workflow, and switching between views allows you to keep up on all facets of a project.

In the left side panel, locate and click on the "Workflows" tab.



Click on the name of your workflow, as illustrated in the example below where it is named "Support Team."



The current view is indicated in the drop-down menu located at the top right side of the screen. By default, the view displayed is "Board." To switch between views, click on "Board" and select either "Tasks" or "Timeline."



Tasks view.



Timeline view.



  1. Locate and click on the "Workflows" tab in the left side panel.
  2. Click on the "Workflow" dropdown menu to select the desired workflow.
  3. The current view is indicated in the drop-down menu located at the top right side of the screen. By default, the view displayed is "Board." To switch between views, click on "Board" and select either "Tasks" or "Timeline."
  1. Locate and click on the "Workflow" tab in the bottom menu of the mobile app.
  2. Click on the "Workflow" dropdown menu to select the desired workflow.
  3. The current view is indicated in the drop-down menu located at the top right side of the screen. By default, the view displayed is "Board." To switch between views, click on "Board" and select either "Tasks" or "Timeline."

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