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Timeline View for Strategic Themes and OKRs

View your Strategic Theme OKRs in a timeline format to see objectives, key results, linked work items, and milestones in one schedule-based view.

Written by Kendis Team

The Timeline is one of two views inside a theme's OKR Roadmap. The other is the Roadmap view (swimlane schedule by objective). Same data, same drag-to-reschedule, same edit flows, same filter bar. The Timeline is the Gantt-style picture of who is delivering what, when.

What the OKR Timeline shows

Open a Strategic Theme and switch to Timeline view to see, on one screen:

  • Every Objective Group under the theme.

  • Every Objective in those groups, including child objectives.

  • Every Key Result under each objective.

  • Every Linked item (story, feature, work item) feeding a key result, with its own children expanded on demand.

The left panel is the tree, the right panel is the Gantt timeline. Drag a bar to reschedule. Click any row to open it for editing in the new Kendis Item card.

How to get to it

  1. Open Strategic Themes from the side navigation.

  2. Click your theme.

  3. Click the OKR Roadmap tab. The OKR Roadmap opens with two views available in the header, Roadmap and Timeline.

  4. Click Timeline to switch.

Your last-used view is remembered, so the next time you open the same theme it lands on the view you used last.

The left tree

The tree column on the left lists everything in the theme, in this order:

Level

What you see

Objective Group

Coloured indicator, group name, count of objectives.

Objective

OKR icon, key (clickable to open the objective for editing), title.

Child Objective

Same row layout, indented under its parent.

Key Result

KR-type icon (numeric, boolean, percent, linked-item) reflecting the completion criteria, key (clickable), title.

Linked Item / Child Item

ALM type icon, key (clickable, opens in Jira or Azure DevOps in a new tab), title.

Unplanned items

Pills pinned to the left edge of the Timeline area.

Expand or collapse any row to drill into or hide its children. Linked items load lazily on first expand and stay loaded for the rest of the session.

The right Gantt panel

Every row in the tree has a corresponding bar on the right, drawn between the row's start and end date.

  • Objective bars stretch across the dates spanned by their KRs.

  • Key Result bars show their own start and end dates.

  • Linked-item bars show the item's own dates. For ADO items with no explicit start or end, the bar inherits dates from the iteration path; the tooltip flags this with an "Iteration" row so you know where the date came from.

  • Milestone markers appear at their date.

  • % complete is drawn inside each bar.

  • A vertical current-time line marks today across the whole timeline.

What you can do on a bar

Action

Behaviour

Hover

Tooltip with name, start, end, duration in days, % complete and (for ADO inherited dates) the iteration path.

Click

Opens the row for editing. Objectives open the objective panel, key results open the KR panel, linked items open in the new Kendis Item card.

Drag

Reschedules the bar. Updates the start and end date on the underlying record and saves immediately.

Resize

Changes the duration. Same save behaviour as a drag.

Right-click

Context menu with View Details, which opens the same edit panel as a click.

Unplanned items

Items without a start or end date appear as pinned pills on the left edge of the Timeline area instead of disappearing off the schedule. The pills stay visible no matter how far you scroll horizontally, so you can see what still needs scheduling.

Their tooltip shows "No Date" instead of synthetic dates, so there's no confusion about whether they have a real date or not.

Milestones on the Timeline

Add a milestone from the Timeline header:

  • Click the milestone add button and choose Create Milestone / Phase or Add Existing.

  • New milestones appear as labelled markers at the chosen date.

  • Drag a milestone marker to move its date.

  • Click a milestone marker to open the milestone for editing.

Linked items: hyperlink back to Jira / Azure DevOps

For ALM items appearing under a key result, the key in the left tree is a hyperlink. Click it to open the item in Jira or Azure DevOps in a new tab.

Click the row anywhere else (or right-click → View Details) to open the item in the new Kendis Item card, embedded directly in the Timeline page.

Items filter

The Items filter bar lets you narrow the entire view to a slice of linked work, and the OKR tree cascades to match.

The bar applies to linked items and their children only. Objective Groups, Objectives, Key Results and Milestones are structural and are never hidden by a filter. What the cascade does instead is keep the OKR tree visible only where filtered items actually exist underneath.

Opening the filter bar

The bar lives under the top header on the OKR Roadmap. The trigger is the blue Items pill at the top of the page. Click it once to expand the bar, click it again (or the chevron on the right of the bar) to minimise. The open / closed state is remembered per theme.

The bar is shared by both the Timeline and the Roadmap views, so any filter set in one view stays applied when you switch to the other.

The facets

Each facet is a dropdown. Click to open, pick one or more values, click Done to close. Selections take effect live (typing in a search box is debounced ~250 ms; chip toggles apply immediately).

Facet

What it filters by

Search

Substring match across an item's primary key, ALM key, Kendis key and title. Typing K-366 finds the item whose Kendis key is K-366; typing payment finds every item whose title contains "payment".

Status

Statuses available across every Release Train (collection) linked from the theme. Grouped by category — To Do, In Progress, Done, Misc — with an explicit category-level checkbox so you can tick "everything In Progress" in one click. When a theme links to both Jira and Azure DevOps, statuses carry a Jira: or ADO: prefix so you can tell duplicates apart.

Collection

The Release Trains contributing linked items. Use it when a theme spans more than one collection and you want to see only the work coming from one of them.

Filter By (+ button)

Adds a dynamic field facet (see below).

Dynamic field facets

The + Filter By button opens a picker of every field discovered across the theme's linked items, grouped under:

  • Common — built-in fields like Item Type, Priority, Story Points, dates, labels.

  • Jira custom fields — every Jira custom field configured on the contributing projects.

  • ADO custom fields — every Azure DevOps custom field, including AreaPath and IterationPath.

  • Kendis custom fields — fields configured in Kendis itself.

Pick a field and a new chip appears on the bar with its own dropdown of values. The values come straight from the items in scope, so the dropdown never lists a value that doesn't actually exist on any item.

Three field shapes behave differently:

Field shape

Behaviour

Text / number / option-list

Multi-select checkboxes. Multiple values OR together.

Path (AreaPath, IterationPath)

Operator dropdown (Under, Not Under, Equals, In, Not In) plus value list, with a free-text input for typing a parent path like TeamA\\ProjectX directly. Operator and semantics mirror Azure DevOps queries.

Date

Operator dropdown (Equals, Before, After, On or Before, On or After, Between) plus one or two date pickers. Comparison is calendar-day precision; time-of-day is ignored.

You can stack as many dynamic chips as you like; they AND together with each other and with Status / Collection. Click the × on a chip to remove the facet, or the dropdown's Clear link to keep the chip but drop its values.

Search

The search box at the top of the OKR Roadmap searches OKRs and linked items in one go. For linked items, the search runs against the primary key, ALM key, Kendis key and title fields, so any identifier you have to hand finds the item.

The cascade

When you apply a filter, three things happen:

  1. Matching linked items stay visible. Everything else in the linked-item tree is hidden.

  2. OKR ancestors stay visible. If a Key Result has at least one matching linked item under it, the KR, its Objective, its Objective Group all stay in view. KRs with no matching descendants are hidden.

  3. The "Linked Items" row count switches to visible / total. Each KR's Linked Items group shows how many items are surviving the filter out of how many it has overall. When the filter is cleared, the count reverts to the plain total.

On the Roadmap view the same cascade applies to swim-lanes: a group or objective with no matching descendants is hidden, milestones and full-span headers always stay visible.

The Items pill in the top header shows the active filter count and, when a cascade is hiding rows, a small "· N hidden" annotation so you know how much the filter is taking off the view.

Pre-loading

When you activate a filter for the first time on a theme, the timeline pre-loads every key result's linked items in the background so the cascade sees the whole tree, not just the parts you've already expanded. A small spinner appears next to the Items pill while this runs.

Persistence and sharing

Filter state is saved per theme in your browser's local storage. Reload the page and the filters come back exactly as you left them, including dynamic chips, operators and values. Open the same theme on another browser or another device and you'll see the unfiltered view there until you set filters again.

The URL stays clean — old filter URLs are stripped on load so that shared bookmarks don't render as long base64 strings. A dedicated "Save View" sharing flow is a later release.

Cache refresh

Filter options (statuses, projects, custom fields) are cached in your browser for five minutes so the dropdowns open instantly. If an admin has just changed a field template or an ALM mapping and you want to see it without waiting for the TTL, click the refresh icon on the right of the Items bar to drop the cache and re-fetch.

Performance limits

If a theme spans an unusually large set of Release Trains, the server caps the catalog load to keep dropdowns responsive. When that happens the bar shows a banner explaining the cap; the Assignees and other tenant-wide options still populate so the bar isn't blank. Narrow the theme's scope (or fewer collections) and the full catalog returns.

Roadmap vs Timeline

The same data renders in two ways. Switch via the toggle in the header.

Aspect

Roadmap view

Timeline view

Layout

Swim-lane schedule by objective

Tree on the left, Gantt on the right

Key Results

Hidden by default, toggle to show

Always rendered alongside objectives

Linked items

Shown under KRs when you expand a KR

Shown under KRs when you expand a KR

Milestones

Yes

Yes

Drag to reschedule

Yes

Yes

Items filter

Yes (cascade to swim-lanes)

Yes (cascade to tree)

Best for

Outcome-led conversations

Date-led, dependency-aware reviews

The view you pick is saved, so the next time you open the OKR Roadmap you land on it directly.

View modes inside the Timeline

Mode

What it does

Multi-level

Renders the full Objective Group → Objective → KR → linked-item hierarchy with all levels expandable. The default in most setups.

Legacy

Flattens to Objective → KR. Useful for simpler theme structures or when you want a less dense view.

Your default is set in the theme configuration. The toggle remembers your last choice.

Full-screen

Click the full-screen icon in the header to expand the Timeline to the full browser window. Click again to exit. Useful for screen sharing during reviews.

Zoom

The Timeline supports zoom presets (day / week / month / quarter). Your selected zoom is remembered between sessions so you land in the same density next time.

Permissions

The Timeline respects the same role-based permissions as the rest of the OKR area:

  • View — anyone with access to the theme.

  • Edit objective / key result — users with OKR edit permission.

  • Reschedule a linked item — users with edit permission on the underlying ALM item or Kendis item.

  • Add / remove milestones — users with milestone permission on the theme.

If you can see a row but a drag doesn't save, you don't have edit permission for that record. A short message appears at the top of the page when that happens.

Troubleshooting

Situation

What to check

The Timeline opens empty

Confirm the theme has objectives and that those objectives have key results with dates. The Timeline only draws bars for records with a start and end.

A linked item doesn't appear under its KR

Expand the KR row in the tree. Linked items load on first expand and stay loaded. If the KR was recently linked, refresh once.

Drag didn't save

Check the top-of-page message for a permission or validation reason. If the bar snaps back, it was rejected.

ADO item shows dates I don't recognise

The tooltip shows whether the bar's dates were inherited from the iteration path. To set explicit dates, open the item and edit Start / End directly.

Items filter shows zero results

Open the Items pill, check active chips and operators. The "· N hidden" annotation on the pill confirms the cascade is hiding rows; click Clear (N) to remove every facet at once.

Custom field is missing from "+ Filter By"

The field has no values across this theme's linked items yet, or it's not exposed in your tenant's field template. Click the refresh icon on the bar to drop the catalog cache and re-fetch.

Filter chip showed values yesterday but the dropdown is empty today

Filter options cache for five minutes per browser. Click refresh to force a re-fetch.

I keep landing on Roadmap, not Timeline

Switch once to Timeline, the choice is saved per browser. To reset, clear the saved preference in local storage.

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