{"id":12465,"date":"2026-05-05T10:55:09","date_gmt":"2026-05-05T03:55:09","guid":{"rendered":"https:\/\/upbase.io\/blog\/?p=12465"},"modified":"2026-05-05T14:05:11","modified_gmt":"2026-05-05T07:05:11","slug":"%f0%9f%8e%89-new-in-upbase-workspace-timeline-and-daily-review","status":"publish","type":"post","link":"https:\/\/upbase.io\/blog\/%f0%9f%8e%89-new-in-upbase-workspace-timeline-and-daily-review\/","title":{"rendered":"\ud83c\udf89 New in Upbase: Workspace timeline and Daily review"},"content":{"rendered":"\n<p>We&#8217;ve shipped two updates that work at opposite ends of the planning spectrum \u2014 one for zooming out across every client project at once, and one for zooming in on what you actually got done today.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote has-background is-layout-flow wp-block-quote-is-layout-flow\" style=\"background-color:#ffebeb\">\n<h3 class=\"wp-block-heading\">\ud83d\udd04 &#8220;Schedule&#8221; is now &#8220;Planner&#8221;<\/h3>\n\n\n\n<p>We&#8217;ve renamed the <strong>Schedule<\/strong> menu to <strong>Planner<\/strong>. The menu includes your Daily Planner, Weekly Planner, Weekly Calendar, Monthly Calendar \u2014 and now the Workspace timeline \u2014 so &#8220;Planner&#8221; is the more accurate name for what&#8217;s inside.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcc5 Workspace timeline<\/h2>\n\n\n\n<p>You&#8217;ve always been able to see tasks across projects in Upbase using the Weekly planner, Weekly calendar, or Monthly calendar. But none of those group by project \u2014 and none of them handle tasks that span multiple days well.<\/p>\n\n\n\n<p>The new <strong>Workspace timeline<\/strong> does both. It puts every task with a due date \u2014 across every project in your workspace \u2014 onto a single timeline, grouped by project, so you can track progress per client at a glance and see multi-day tasks as continuous bars.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/upbase.io\/blog\/wp-content\/uploads\/2026\/05\/image-1024x494.png\" alt=\"\" class=\"wp-image-12466\" srcset=\"https:\/\/upbase.io\/blog\/wp-content\/uploads\/2026\/05\/image-1024x494.png 1024w, https:\/\/upbase.io\/blog\/wp-content\/uploads\/2026\/05\/image-300x145.png 300w, https:\/\/upbase.io\/blog\/wp-content\/uploads\/2026\/05\/image-768x371.png 768w, https:\/\/upbase.io\/blog\/wp-content\/uploads\/2026\/05\/image-1536x741.png 1536w, https:\/\/upbase.io\/blog\/wp-content\/uploads\/2026\/05\/image-2048x988.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You&#8217;ll find it in the <strong>Planner<\/strong> menu in the top sidebar. By default, it shows a rolling 30-day window centered on today: the past 15 days behind you, the next 15 days ahead. Use the prev\/next buttons to slide further out in either direction.<\/p>\n\n\n\n<p><strong>A few things worth knowing:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tasks are grouped by project, with each project&#8217;s color bar making it easy to spot which client a task belongs to at a glance.<\/li>\n\n\n\n<li>Drag a task bar horizontally to reschedule. Drag it vertically into another project&#8217;s row to move the task to that project \u2014 a fast way to reorganize work without opening the task panel.<\/li>\n\n\n\n<li>Performance is capped to a 30-day window on purpose. A wider view across hundreds of tasks gets noisy fast, and 15 days behind plus 15 days ahead matches how most agency work actually gets planned.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u2705 Daily review<\/h2>\n\n\n\n<p>The Daily Planner has always been about planning your day. Now it shows you what actually happened.<\/p>\n\n\n\n<p>Click the day&#8217;s summary in the Daily Planner header \u2014 the small line showing your completed tasks and tracked time \u2014 and the new <strong>Daily review<\/strong> panel slides open.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/d36vdic3y07eu2.cloudfront.net\/file\/1777953583059600651\/Daily_review-Upbase.gif\" alt=\"\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>It has two sections:<\/p>\n\n\n\n<p><strong>Completed<\/strong> \u2014 every task you marked done that day, across all projects, with each project&#8217;s color bar so you can see where your effort went. Click any task to jump straight into it.<\/p>\n\n\n\n<p><strong>Time spent<\/strong> \u2014 your total tracked time for the day, broken down as a donut chart by project, with a per-task list underneath showing exactly where each minute went.<\/p>\n\n\n\n<p><strong>Why we built it:<\/strong><\/p>\n\n\n\n<p>The plan\/do\/review loop is core to how good days happen. Upbase already had the <em>plan<\/em> part (Daily Planner) and the <em>do<\/em> part (Time Tracker, completing tasks). The <em>review<\/em> part was scattered \u2014 you had to dig through reports or check tracked time and completed tasks separately.<\/p>\n\n\n\n<p>Daily review puts both in one place, one click from where you already are.<\/p>\n\n\n\n<p><strong>A few things worth knowing:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The panel shows your own completed tasks and tracked time only. Workspace-wide views still live in the Reports menu.<\/li>\n\n\n\n<li>Tasks count as &#8220;completed that day&#8221; based on when they were marked done, not when they were due.<\/li>\n\n\n\n<li>Time entries roll up by project automatically, no setup needed.<\/li>\n<\/ul>\n\n\n\n<p>P.S. Not seeing the updates? Do a <a href=\"https:\/\/help.upbase.io\/article\/56-how-to-hard-refresh-and-clear-cache-with-keyboard-shortcuts\" target=\"_blank\" rel=\"noreferrer noopener\">hard refresh<\/a> to make sure you&#8217;re on the latest version.<\/p>\n\n\n\n<p>Thanks for being part of the Upbase journey! \ud83d\ude80<\/p>\n\n\n<div class=\"gb-container gb-container-868b3751\">\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">Recent updates<\/h4>\n\n\n<ul class=\"lcp_catlist\" id=\"lcp_instance_0\"><li class=\"current\"><a href=\"https:\/\/upbase.io\/blog\/%f0%9f%8e%89-new-in-upbase-workspace-timeline-and-daily-review\/\">\ud83c\udf89 New in Upbase: Workspace timeline and Daily review<\/a>  May 5, 2026<\/li><li><a href=\"https:\/\/upbase.io\/blog\/%f0%9f%8e%89-new-in-upbase-retainer-billing-and-the-profitability-report\/\">\ud83c\udf89 New in Upbase: Retainer billing and the Profitability Report<\/a>  April 22, 2026<\/li><li><a href=\"https:\/\/upbase.io\/blog\/%f0%9f%8e%89-new-in-upbase-profit-tracking-and-a-smarter-way-to-log-time\/\">\ud83c\udf89 New in Upbase: Profit Tracking and a smarter way to log time<\/a>  March 25, 2026<\/li><li><a href=\"https:\/\/upbase.io\/blog\/new-in-upbase-bulk-task-creation-better-sharing-controls-and-more\/\">New in Upbase: Bulk task creation, better sharing controls, and more<\/a>  January 29, 2026<\/li><li><a href=\"https:\/\/upbase.io\/blog\/%e2%8f%b0-24-hours-left-public-task-board-sharing-and-more\/\">\u23f0 24 hours left + Public task board sharing, and more<\/a>  January 15, 2026<\/li><\/ul>\n\n<\/div>","protected":false},"excerpt":{"rendered":"<p>We&#8217;ve shipped two updates that work at opposite ends of the planning spectrum \u2014 one for zooming out across every client project at once, and one for zooming in on what you actually got done today. \ud83d\udd04 &#8220;Schedule&#8221; is now &#8220;Planner&#8221; We&#8217;ve renamed the Schedule menu to Planner. The menu includes your Daily Planner, Weekly &#8230; <a title=\"\ud83c\udf89 New in Upbase: Workspace timeline and Daily review\" class=\"read-more\" href=\"https:\/\/upbase.io\/blog\/%f0%9f%8e%89-new-in-upbase-workspace-timeline-and-daily-review\/\" aria-label=\"More on \ud83c\udf89 New in Upbase: Workspace timeline and Daily review\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":12466,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"generate_page_header":"","footnotes":""},"categories":[16],"tags":[],"class_list":["post-12465","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\ud83c\udf89 New in Upbase: Workspace timeline and Daily review - The Upbase Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/upbase.io\/blog\/\ud83c\udf89-new-in-upbase-workspace-timeline-and-daily-review\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ud83c\udf89 New in Upbase: Workspace timeline and Daily review - The Upbase Blog\" \/>\n<meta property=\"og:description\" content=\"We&#8217;ve shipped two updates that work at opposite ends of the planning spectrum \u2014 one for zooming out across every client project at once, and one for zooming in on what you actually got done today. \ud83d\udd04 &#8220;Schedule&#8221; is now &#8220;Planner&#8221; We&#8217;ve renamed the Schedule menu to Planner. 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