The Timeline is an essential feature for event planning, allowing you to manage all activities seamlessly and ensure everything runs on schedule.
Each timeline item can be assigned a specific vendor and location, giving you a clear overview of every detail.
Timelines are unique to each event.
For a comprehensive overview of all timelines across every event within a project, refer to the Project Timeline section.
Overview of Key Fields
Here is a breakdown of the key fields in the event timeline:
Start, duration and End time - These time parameters are interconnected, allowing for automatic calculations when at least two values are provided
Description - A brief description of the timeline item
Sequence - The Sequence parameter allows you to link multiple timeline items together, enabling seamless adjustments with a single action
To learn more about how to set up and utilize Sequences, please refer to the Sequences documentation
Vendor - Service provider or supplier responsible for that specific timeline item
Location - Venue where that specific timeline item take place
Tags - Tags are responsible for identifying timeline items. By default, they reflect the tags associated with the assigned vendor or location
However, users can customize tags for each timeline item to enhance organization and clarity
Notes - Place for notes
Note: Timeline items are automatically sorted chronologically, first by start time and then by duration. You can only drag and drop timeline items that have the same start time.
Timeline Features and Functionalities
Here are described fundamental timeline capabilities:
Adding timeline items
There are two ways to create an additional timeline item:
Click the
Add Itembutton – this will create an empty entry beneath the last recorded itemHover over an existing timeline item and click the
+button – this will create an additional row directly beneath that particular timeline item
Changing the Date of Timeline Items
To change the date for a timeline day, click on the current date and select the desired date from the date picker.
Adding a new day, deleting days
By default, timelines start with the primary event date - the date set by the planner when creating the event.
Adding new day
You can then add additional days to the timeline by clicking the Add Day button.
This action creates a new table for the added day.
To create a table for a new day at the beginning (before all other days), click this three dots menu and select the Add Day option.
Deleting a day
To delete a day, simply go to the three dots menu of the specific timeline day and select the Delete Day option.
Deleting timeline items
If you wish to delete an item, you can do so through the three dots menu by selecting the Delete Item option.
Duplicating an Item
Selecting the Duplicate option will create an identical row beneath the item that is being duplicated.
Flagging an Item
The Flag Item feature allows you to mark a timeline item by adding a colored highlight and a small flag icon.
This can serve as a visual reminder that the item requires attention and should be revisited later. Flagged items can also be easily filtered.
Moving a timeline item between days
If the user wishes to move existing timeline items between days, he can do so through the three dots menu.
The list will be populated with all other days created on the timeline. You can also create a new day, and the item will be automatically moved there.