> ## 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.

# Toolbar Controls

> Every control in the Nextedy SCHEDULER toolbar, in the order it appears, with its label and its effect on the board.

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>;
};

The toolbar sits along the top of the Scheduler board.
The controls are icon-only: hover a control and the tooltip shows the label used in the table below.
The **Help** link sits on its own at the right-hand end of the toolbar.

## The controls, left to right

<Frame caption="The toolbar in reading order: zoom in, zoom out, scroll to today · collapse rows, expand rows · toggle resource load, show unscheduled items in sidebar, refresh data, show dependencies.">
  <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="Nine icon-only Scheduler toolbar buttons separated into three groups by vertical dividers: magnifier-plus and magnifier-minus and a calendar with an up arrow; a minus-in-a-box and a plus-in-a-box; then a person-with-a-gauge and a two-pane icon both shown pressed, a circular refresh arrow, and a grid-with-arrows dependency icon" width="700" height="84" data-path="scheduler/assets/images/scheduler-toolbar.png" />
</Frame>

| Control                                | Effect                                                                                                                                                                                                       |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Zoom in the timeline**               | Widens the day columns by one step, so fewer days fit on screen and each bar is easier to read. Column width is remembered for the next visit                                                                |
| **Zoom out the timeline**              | Narrows the day columns by the same step, fitting more days on screen. It stops once the narrowest column width is reached                                                                                   |
| **Scroll to today**                    | Scrolls the timeline horizontally until the current-date line is in view. It does not change the timeline window                                                                                             |
| **Collapse rows**                      | Folds every swimlane down to its summary row, leaving the per-day load markers as the only content                                                                                                           |
| **Expand rows**                        | Unfolds every swimlane again, showing the task bars underneath each summary row                                                                                                                              |
| **Toggle Resource Load visualization** | Switches between the two board layouts. On (the state you land in) is the timeline view with expandable swimlanes and per-day load markers; off is a flat view with one row per resource and no load markers |
| **Show unscheduled items in sidebar**  | Shows or hides the **Unplanned** sidebar. It is on every time the board opens -- hiding it is not remembered for the next visit                                                                              |
| **Refresh data**                       | Re-reads the work items from Polarion and redraws the board in place, without reloading the page. Use it after someone else has changed dates or effort                                                      |
| **Show Dependencies**                  | Draws the dependency arrows over the board, from each predecessor to the task that depends on it. Only present when the widget has at least one entry in **Dependency Roles**                                |
| **Help**                               | Opens the Scheduler support page in a new browser tab                                                                                                                                                        |

<Note>
  **Show Dependencies** appears only when the board is configured with a dependency link role.
  On a board with no role in **Dependency Roles**, that control -- and the **Add Link** handle on the cards -- is simply absent.
  See [Link Task Dependencies](/scheduler/guides/link-task-dependencies).
</Note>

## Turning the dependency arrows off again

While the arrows are drawn, a helper item labelled **Click here to hide dependencies** appears in the toolbar next to **Show Dependencies**.
Clicking it clears the overlay.

Any action that redraws the timeline also clears the arrows -- zooming, **Scroll to today**, **Collapse rows**, **Expand rows**, **Toggle Resource Load visualization**, **Show unscheduled items in sidebar** and **Refresh data** all remove the overlay.
Click **Show Dependencies** again to draw it back.

Arrows are drawn only between two tasks that are both scheduled and both inside the visible timeline window.
A dependency whose other end sits in the **Unplanned** sidebar, or outside the window, has nothing to draw between.

## There is no Save control

The toolbar has no Save button, and it does not need one: **every change is written back to Polarion the moment you finish the gesture**.

That covers all of the board's editing actions:

* dragging a bar to new dates,
* dropping an item from the **Unplanned** sidebar onto a swimlane,
* unplanning an item with the **Unplan item** handle,
* creating a work item on the timeline,
* adding or removing a dependency with the **Add Link** handle.

<Warning>
  Because there is no Save step, there is also no Cancel step.
  An accidental drag is a real change to the work item's dates -- correct it by dragging the bar back, or by editing the mapped date fields on the work item itself.
</Warning>

## Which controls are inactive in the flat view

Turning **Toggle Resource Load visualization** off puts the board into the flat view: one row per resource, no expandable swimlane sections and no per-day load markers.

In that layout, two controls are greyed out because they have nothing to act on:

| Control           | Why it is inactive                                        |
| ----------------- | --------------------------------------------------------- |
| **Collapse rows** | The flat view has no expandable swimlane sections to fold |
| **Expand rows**   | Nothing is folded, so there is nothing to unfold          |

Everything else -- zoom, **Scroll to today**, the sidebar toggle, **Refresh data**, **Show Dependencies** and **Help** -- works the same in both layouts.
Turn the resource-load visualization back on to get the swimlanes, the load markers and those two controls back.

<Tip>
  The board remembers which of the two layouts you were last in, along with your column width, and restores them the next time you open the page.
</Tip>

## See Also

* [Navigate the Timeline](/scheduler/guides/navigate-the-timeline) -- these controls in a working sequence
* [Board and Timeline](/scheduler/concepts/board-and-timeline) -- the two layouts and the timeline window
* [Link Task Dependencies](/scheduler/guides/link-task-dependencies) -- creating the links the arrows draw
* [Filter the Unplanned Sidebar](/scheduler/guides/filter-the-unplanned-sidebar) -- what the sidebar toggle reveals
* [Widget Parameters](/scheduler/reference/widget-parameters) -- the settings behind the controls, including **Dependency Roles**

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