The Seven Views

Outline, Table, Board, Timeline, Calendar, Lookahead and Workload — what each view is for, what you can change from it, and the toolbar they all share.

There is one breakdown. The seven views are seven readings of it, and every one of them shows the same items, the same statuses and the same dates. Switching views changes what you can see and what you can do in one gesture — it never changes what is stored.

The view you are on is written into the address bar, so a link opens on the view you sent it on. An address with a view PleoStack does not recognise falls back to the Outline rather than showing you a blank page.

Outline

The default. The breakdown as a tree, with indent guides, WBS codes and expand-and-collapse. This is the view to shape the plan in.

Drag a row to reorder it or to move it under a different parent. The row's actions menu carries Move to…, Indent, Outdent, Zoom in, Rename and Open, and the same actions have keyboard shortcuts:

Key	Does
↑ ↓	Move between rows
→ ←	Expand or step in / collapse or step to the parent
Tab / Shift+Tab	Indent / Outdent
Space	Open the peek panel
Enter	Rename in place
z / Z	Zoom into this row / zoom back out
m	Move to…
o	Open the item's full page
x and Shift+↑ ↓	Select a row, extend the selection

Where Duplicate, Set baseline and Delete are on the Outline

They are not on the row's menu — that menu is about position in the breakdown. Press Space to open the peek panel and use the actions menu at the top of it.

The Outline view with a phase expanded, WBS codes down the left and rolled-up dates on the phase row — The Outline — the view to shape the plan in

Table

The same items as a spreadsheet grid, with a filter on each column header and inline editing in the cells. Use it for bulk correction — fixing a run of dates, reassigning a batch of tasks, adding priorities after the fact.

The columns are Item, WBS, Type, Status, Assignee, Priority, Progress, Start, Finish, Baseline, Est. hrs and Tags. Assignee, Priority, Start, Finish, Est. hrs and Tags edit in the cell. Status is changed with its chip, the way it is everywhere else, so a guarded move still behaves like one.

Each parent's children end with a ghost New item row, so you can enter a run of items without opening a dialog. The row's actions are pinned in a column at the right edge, so they stay reachable when the grid scrolls sideways.

Two ways to filter, kept apart

The per-column filters in the Table's headers are separate from the toolbar's filters. Clear all in the toolbar clears the toolbar's filters, not the column ones.

Board

Columns by status, one card per item — every item, not just the phases. Drag a card between columns to change its status, and the same workflow rules apply as everywhere else: an illegal move is refused and the card springs back to where the server still has it.

The columns are scoped to the statuses the visible items can actually reach, so a board of subtasks does not show you the QC columns a task would use.

Board control	What it does
Card density	Compact cards, Standard cards or Cards with covers
Group menu	Adds swimlanes; grouping by status is not offered, because the columns already are the statuses
Quick add	Adds an item straight into a column's cell

Dragging a card between swimlanes is refused — swimlanes are the grouping, not the breakdown. Move an item in the breakdown from the Outline.

The Board view with columns per status and cards for activities and tasks — The Board — drag a card to change its status

Timeline

The Gantt. Bars for every item that carries dates, dependency lines between them, float, the critical path, a Today marker and the baseline drawn underneath the live bar. Scroll to today brings the axis back, and the axis reads either Dates or Weeks.

Timeline edits are staged, not saved as you go. Drag a bar to move it, or an edge to resize it, and the change goes into a Review changes tray at the foot of the view, with a badge counting the edits waiting in it. A bar carrying a staged edit is drawn with a dashed outline until it is committed. Hold Ctrl or Cmd while dragging to move a parent without taking its children with it.

Nothing is written until you click Apply all; Discard all throws the whole set away. The tray lists the staged edits one per row — a change your drag knocked on to another item is indented under the edit that caused it — and each row has its own Apply and Discard, so you can commit part of a set and drop the rest. The Review changes header collapses the list back to the summary bar.

Float assumes a five-day week

Float and the critical path are calculated on a Monday-to-Friday working week. Site holidays and a six-day week are not taken into account, so read float as optimistic if your site does not run Monday to Friday.

Calendar

Month, Week or Agenda. Items span the days they run across, and the week starts on Monday. Drag a chip to move an item, or drag its edge to change one date.

Unlike the Timeline, the Calendar saves as you drag — there is no review tray to confirm.

Lookahead

The next few days as a day strip, defaulting to a seven-day window. This is the view for the weekly site meeting: what is starting, what is running, what is blocking what. Previous window, Next window and Go to today move it, and Look ahead sets the length.

Each row shows its relations — Blocked by, Blocks, Related — and marks anything On critical path. Press Space on a row for the peek panel, which is where you change a status or add a sub-item without leaving the meeting.

The Lookahead view at a seven-day window with a task spanning several days — The Lookahead — the short-interval view for a weekly site meeting

Workload

One row per project member, showing effort allocated against their capacity for the period.

Column	Shows
Assignee	The project member
Allocated	Effort from the items assigned to them in this period
Capacity	Their working day across the period
Utilisation	Allocated against capacity, flagged Over capacity, At capacity or Under capacity

Only the bottom of the tree is counted. A parent's effort is its children's, so counting both would double the same work. Clicking a row opens the item's full page.

The Workload view with assignee rows showing allocated effort against capacity — The Workload — who is over-committed, and by how much

The toolbar sits above all seven views and applies to whichever one you are on.

Control	What it offers
Search	Matches title and WBS code — nothing else
Filter	Title, Status, Type, Priority, Assignee, Phase, Tags, Start, Finish, Progress and Estimated hours, combined with AND or OR, cleared with Clear all
Group	Group by and Then by, on Status, Type, Priority, Assignee or Phase; No grouping (manual order) turns it off
Sort	Several rules at once, each ascending or descending, each removable
Display	Row height (Short, Medium, Tall, Extra tall), toggles for Outline numbers, Sub-items, Empty groups, Baseline, Critical path and Dependencies, and — on Timeline and Workload — Timeline scale (Day, Week, Month, Quarter or Year)

At phone width the filters collapse into a Filter button with a count, which opens a drawer with Clear all and Show results. All seven view buttons stay, as icons.

When a View Is Empty

The page distinguishes three situations, and the action it offers tells you which one you are in.

What you see	What it means	What to do
Nothing here yet	There is no work in this project, or none under the row you zoomed into	Use the create button offered — Create the first phase on an empty project
No items match these filters	The items exist, your filters are hiding them	Clear filters — there is deliberately no create button here
Couldn't load this view	The request did not come back. Nothing has been changed	Retry

Timeline, Calendar, Lookahead and Workload stay blank until items carry dates. Workload additionally needs estimated hours and an assignee.