Office Timeline Quick Start

This guide shows you how to create beautiful PowerPoint timelines slides in 5 easy steps. Before you get started you will need to have Office Timeline Free edition or Office Timeline Plus Edition installed and activated.  When this is done the Office Timeline ribbon will become available in PowerPoint.  The asterisks throughout this guide indicate functionality available in Office Timeline Plus edition .

STEP 1 – Click New

Start creating your project timeline by clicking the New button.  This launches the Office Timeline wizards which guide you through a couple easy set-up and design steps before creating your customized timeline slide.

STEP 2 – Select a timeline

Choose between a Metro, Gantt, Phases or Intervals style of timeline or use the Template* tab to browse through pre-designed, industry specific, fast-start templates. Click the Next arrow to begin entering your project data.   

STEP 3 – Add Milestones

  • Milestones are reference points that mark the significant events of your project on the timeline, for example “Project Kick-Off” or “Final Release.”

Add the Date for each of your project milestones and type in their Title or use the clipboard button* to paste complete data tables from Excel.  Next, select what Styleyou want your milestone marker to be and choose the color of each marker by clicking on the Color box, for example a red triangle marker or blue flag marker.  You can pick which milestones will be positioned above or Below the Timeband, or use the up/down button to automatically alternate them.  When you are done hit the Next arrow to enter your task information.

STEP 4 – Add tasks

  • Tasks are your project activities which have a start date and which need to be accomplished by a finish date, for example “Design and Develop Phase” or “Sourcing and Procurement”

Enter the Start Date and End Date for your tasks or use the clipboard button* to paste task data from Excel.  Sort and re-position the order of your tasks with the Order* drop down menu.  Choose a Color you would like for each of your task bands.  Click on theShape drop-down and pick the shape you would like for your task bands.  Click the Nextarrow to customize your timeline.

STEP 5 – Style it

Make style and design enhancements on the 4 Style Wizard tabs.

The General Tab is focused on the Timeband. Change the Band’s color and the color of the Text* on the timeband.  You can also enable and choose a color for  Elapsed Timedisplay which graphically displays how much time has passed.  The Today Makerfunction will show today’s date, which can be positioned above or below your timeband. The End Caps function will place the start year on the left of your timeband and the finish year on the right of your time band.   

The Milestone Tab is for formatting for the color, font style and size of your milestoneTextDates and Flag Connectors.  You can also change the color of your flag connectors.

The Task Tab is for formatting Text and Dates and adding extras.  You can turn on the Task Duration count for each task, choose to show it in weeks or days, and place it inside or below the task band. The Auto adjust long titles function will automatically place long task text titles above the task band when they are too long to fit inside the task band. You can also, turn on/off task Connectors here and pick their colors.

On the Scale Tab you can use the slider to change your timeline’s Intervals from months to days, weeks, quarters, or years.  You can also adjust the way the dates are shown on the time band, and you can specify an exact Time Scale rather than using the automatic time span.

Now you are done, click the green Check box and Office Timeline will build the presentation you have created.  To edit your timeline in the future, open it, click on it and the Office Timeline ribbon will become active.  You can now use the functions on the ribbon to make changes or to access the MilestoneTask and Style Wizards for updating your data and design preferences.

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