Timeline View — Scheduling & Dependencies

Switch from Kanban to Timeline at the top of the Pipeline page to see deals as a Gantt chart. Drag the bars to reschedule, draw arrows between bars to link dependent deals (e.g. "Onsite Demo can't happen until Discovery is done"), and click an arrow to remove the link. Deals with an unmet dependency render with a "blocked" status until their predecessor completes.

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Steps

Open Pipeline > Timeline (toolbar, between Kanban and Grid).
Drag the body of a bar to shift both its start and due dates. Drag the left edge to move only the start; drag the right edge to move only the due date. Each commit auto-saves.
Each bar has a small blue dot at its right edge — that's the dependency handle. Click and drag from one bar's dot to another bar to link them: "the second bar depends on the first."
Once a link is created a dashed arrow appears from the source bar's end to the target bar's start. Frappe-gantt draws this automatically from the underlying dependsOn array.
To remove a dependency, hover the dashed arrow until it turns red, then click. A confirmation dialog asks "Remove this dependency?" — confirm to delete.
Zoom between Day / Week / Month / Year using the buttons at the top, or scroll the mouse wheel over the timeline.

Good to know

Direction matters: drag FROM the predecessor TO the successor. The successor's status flips to "blocked" until the predecessor is marked complete (has a completedDate set).
Self-links and cycles are refused automatically — if "B depends on A", you can't also make "A depends on B" (the UI shows an alert and aborts the drag).
Bars use the deal's startDate + dueDate. If only expectedClose is set (e.g., a deal you created from the Grid), Timeline treats expectedClose as the due date so the bar still lands on a real day.
Timeline + Grid + Calendar share the same dates. Editing expectedClose inline on the Grid moves the Timeline bar on next refresh, and vice versa.
The connector dots only render on contact-backed pipelines today. Item-backed pipelines (where deals have no associated contact) show the dots but blocking dependencies is not yet wired — clicking the dot shows an "Item-backed deals can't have dependencies yet" alert.
AI Schedule (top of Timeline) fills in missing due dates in bulk based on stage SLAs and dependency order. Use it once to seed dates, then drag to fine-tune.

Example: A solutions engineer manages 6 enterprise deals where the demo can't happen until security review clears. She switches to Timeline, drags the bars to set realistic dates, then connects each "Demo" bar to its "Security Review" predecessor with the blue dot. All six Demo bars instantly flip to "blocked" (gray) until their reviews close. As reviews complete week-over-week she marks them done; the dependent Demo bars auto-flip to "upcoming" (purple). One deal slips — she clicks its arrow, removes the dep ("Procurement says they'll demo without the review"), and the bar goes blue again.

Troubleshooting

I dragged the dot to another bar but no arrow appeared

Either the drop didn't land on a bar (the cursor was over whitespace), or the target deal is item-backed (no associated contact). The backend dependency endpoint is contact-keyed.

Fix: Try again with the cursor clearly over the target bar — you'll see it light up with a blue halo while you're hovering. If it's an item-backed pipeline, dependencies aren't supported yet (UI shows an alert).

Arrow is there but my deal still shows "upcoming", not "blocked"

The predecessor is already complete (has a completedDate set), so the dependency is satisfied. Pulse only marks dependents blocked while at least one predecessor is incomplete.

Fix: Working as designed. If you expected blocked, double-check the predecessor isn't already marked Won/Lost/Completed.

Arrow not visible on light theme

CSS theme variable issue — was a bug in May 2026, fixed by switching arrow stroke to currentColor.

Fix: Hard-refresh (Cmd-Shift-R / Ctrl-Shift-R). If still hidden, file a ticket — older builds shipped with arrows in white-at-40%-opacity that disappeared against the page.

Trying to drag a bar but a tooltip popup keeps opening instead

You clicked on the bar body (which opens the deal popup) instead of grabbing the resize/drag handles, which sit slightly inside the left and right edges.

Fix: Click-and-hold on the very center of the bar to drag it as a whole. For resize, hover the left or right edge until the cursor flips to a horizontal arrow.

Error messages

That link would create a cycle. — You tried to add a dependency that would form a loop (A→B, B→A, or longer chains). The link is refused — break the existing chain first.
Item-backed deals can't have dependencies yet. — The target deal has no contact attached, so the contact-keyed deps endpoint can't address it. Dependencies on item-backed pipelines are a planned follow-up; for now use contact-backed pipelines for dependency-driven work.
Link failed: <reason> — The save round-trip failed. Most common reasons: network blip, backend returned a 4xx (rare — only if validation fails on the dependsOn array), or auth expired. Refresh and retry.

Plans

All plans include Timeline view, drag-to-reschedule, and dependency editing. AI Schedule (bulk date-fill) counts against your monthly AI quota.

Working with Deals — Kanban + drag between stages
Pipeline Pulse — health scoring (uses blocked status from dependencies)
Grid View — spreadsheet-style edit on the same deals
AI Schedule — bulk-fill missing due dates

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