> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigate the Timeline

> Move around a Nextedy SCHEDULER board with the toolbar: zoom the day columns, scroll to today, collapse and expand swimlanes, switch the resource-load visualization on or off, and reload the data.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

Everything you need to move around a Scheduler board sits in the toolbar above the timeline.
The controls change what you see -- the zoom level, which rows are folded, which visualization is active -- and never change your work items.

The buttons are icon-only.
Hover one to see its label.

## Where the controls are

From left to right, the toolbar holds **Zoom in the timeline**, **Zoom out the timeline**, **Scroll to today**, **Collapse rows**, **Expand rows**, **Toggle Resource Load visualization**, **Show unscheduled items in sidebar**, **Refresh data**, and **Show Dependencies**, with a **Help** link at the far right.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-toolbar.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=a39acc410a132fbae63af6e3e9b5a35c" alt="The Scheduler toolbar: magnifier-plus and magnifier-minus zoom buttons, a scroll-to-today calendar button, then collapse and expand buttons, then a resource-load toggle and a sidebar toggle shown as pressed, a circular refresh arrow, and a show-dependencies button" width="700" height="84" data-path="scheduler/assets/images/scheduler-toolbar.png" />
</Frame>

Two of these are covered on their own pages: **Show unscheduled items in sidebar** in [Filter the Unplanned Sidebar](/scheduler/guides/filter-the-unplanned-sidebar), and **Show Dependencies** in [Link Task Dependencies](/scheduler/guides/link-task-dependencies).
**Show Dependencies** appears only when the widget has at least one Dependency Role configured.

<Note>
  **There is no Save button.**
  The toolbar has no save control because the board saves every change as you make it.
  See [Schedule and Reschedule Tasks](/scheduler/guides/schedule-and-reschedule-tasks).
</Note>

## Move around the board

<Steps>
  <Step title="Zoom the day columns in and out">
    Click **Zoom in the timeline** to make the day columns wider, and **Zoom out the timeline** to make them narrower.

    Columns are 60 pixels wide when you first open a board, and each click changes the width by 30 pixels.
    Zooming out stops at 30 pixels -- once the columns are that narrow, further clicks leave the board unchanged.

    Wider columns give you room to read the task titles and the per-day load figures; narrower columns fit more of the window on screen at once.

    <Note>
      **Zoom does not change which dates the board covers.**
      The visible date range comes from the widget's **Days Back** and **Days Forward** parameters, and zooming only changes how much of that range fits on screen.
      To widen or narrow the range itself, see [Advanced Configuration](/scheduler/guides/advanced-configuration).
    </Note>
  </Step>

  <Step title="Scroll back to today">
    Click **Scroll to today** to bring today's column back into view.
    Today is marked on the grid by a red vertical line.

    This scrolls within the board's date range rather than changing it, so it is the fastest way back after you have scrolled weeks ahead.
    If the dependency overlay is currently drawn, **Scroll to today** clears it.
  </Step>

  <Step title="Collapse and expand the swimlanes">
    In the timeline view each swimlane is a group: a summary row for the resource, with a single child row underneath it that holds that resource's task bars.

    * **Collapse rows** folds every swimlane down to its summary row. The per-day load markers stay visible, so you get a compact heat map of who is busy and who is overloaded, with no individual task bars in the way.
    * **Expand rows** opens all the swimlanes again and brings the task bars back.

    Both buttons act on the whole board at once.

    <Frame caption="After **Collapse rows**: one line per resource, load markers only.">
      <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-collapsed-rows-load-markers.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=c71927befe8988b4cae396d74a202c6f" alt="Seven swimlanes collapsed to a single summary line each; the Ayato Seller and Chaitali User lines carry red per-day load markers and no task bars are drawn" width="1400" height="479" data-path="scheduler/assets/images/scheduler-collapsed-rows-load-markers.png" />
    </Frame>
  </Step>

  <Step title="Switch the resource-load visualization on or off">
    A board opens with the resource-load visualization **on**: swimlanes are grouped rows and each day cell that carries load shows a marker in the form `load / capacity`.

    Click **Toggle Resource Load visualization** to switch it off.
    The board becomes a flat list with one row per resource and the per-day load markers are removed, which is the least cluttered way to read the schedule itself.
    Click the button again to switch the visualization back on.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-flat-resource-load-view.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=e75eca701fed2e6d32ff745d9aec9715" alt="Scheduler board with the resource-load visualization off: one flat row per resource carrying its task bars, no load markers, and the collapse and expand toolbar buttons greyed out" width="1500" height="1235" data-path="scheduler/assets/images/scheduler-flat-resource-load-view.png" />
    </Frame>

    Your scroll position is kept when you toggle, and any dependency overlay is cleared.

    <Warning>
      **Collapse rows and Expand rows do not apply while the resource-load visualization is off.**
      The flat view has no grouped swimlanes to fold, so both buttons are greyed out until you switch the visualization back on.
    </Warning>

    For how the load figures are calculated and what the marker colours mean, see [Capacity and Load](/scheduler/concepts/capacity-and-load).
  </Step>

  <Step title="Reload the board's data">
    Click **Refresh data** to reload the board's work items in place, without reloading the whole Polarion page.

    Use it after you or someone else has changed dates, assignees, or estimates elsewhere in Polarion -- for example after editing a work item in the Polarion sidebar that opens when you click a card.
    The load markers and the footer counts recalculate from the reloaded data, and any dependency overlay is cleared.
  </Step>
</Steps>

## What the board remembers

Your view settings are stored in your own browser, per board, and are reapplied the next time you open the page:

| Remembered        | Effect when you come back                                                         |
| ----------------- | --------------------------------------------------------------------------------- |
| The active view   | The board reopens in the timeline view or the flat view, whichever you left it in |
| The column width  | The board reopens at the zoom level you left it at                                |
| The selected card | The card you last clicked is still selected                                       |

Because these are browser-side settings, they are yours alone -- they do not change the board for anyone else, and a colleague opening the same page sees their own last state.

## Check what the board is showing

The footer under the timeline tells you what is currently loaded:

* **Items loaded: N / Scheduled: M** -- how many work items the board has loaded, and how many of them are placed on the timeline. Unscheduled items are listed under **Unplanned** when the sidebar is switched on.
* **Timeline range: `<start>` - `<end>`** -- the first and last date the board currently covers.

Every toolbar control and its exact label is listed in [Toolbar Controls](/scheduler/reference/toolbar-controls).

## Verification

Open a page that holds a Scheduler board and work through the controls:

1. Click **Zoom in the timeline** twice. The day columns get wider each time.
2. Click **Zoom out the timeline** repeatedly. The columns narrow, then stop changing once they reach their narrowest step.
3. Scroll the timeline a few weeks forward, then click **Scroll to today**. Today's column, marked by the red line, comes back into view.
4. Click **Collapse rows**. Every swimlane folds to its summary row and only the load markers remain. Click **Expand rows** to restore the task bars.
5. Click **Toggle Resource Load visualization**. The board switches to one flat row per resource, the load markers disappear, and **Collapse rows** and **Expand rows** are greyed out. Click the button again to switch back.
6. Click **Refresh data**. The board reloads and the footer counts are re-stated.
7. Reload the Polarion page. The board comes back in the view and at the zoom level you left it in.

## See Also

* [Board and Timeline](/scheduler/concepts/board-and-timeline) -- what the two views show, and how the date window is built
* [Capacity and Load](/scheduler/concepts/capacity-and-load) -- how the per-day load markers are calculated
* [Toolbar Controls](/scheduler/reference/toolbar-controls) -- every control with its exact label
* [Filter the Unplanned Sidebar](/scheduler/guides/filter-the-unplanned-sidebar) -- the sidebar toggle, its filters, and its search box
* [Advanced Configuration](/scheduler/guides/advanced-configuration) -- set the visible date range with Days Back and Days Forward

<LastReviewed date="2026-08-05" />
