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Using the Event Timeline

Learn how to build and manage an event timeline so your team and clients can easily follow important event milestones and details.

Written by Naomi Sherman

The timeline organizes important moments and instructions for the event team and, where shared, the client.

Before you start

Know the order of activities, dates, times, and what the client should be allowed to see.

Create a Timeline

  1. Navigate to your event through the pipeline, calendar, or searching directly

  2. Open Event Menu

  3. Click Timeline, under Event Sections of the side panel

  4. Click Edit Timeline

  5. Enter a clear milestone for Time or Description

  6. Hover over the bottom of the timeline to reveal + Insert Below

  7. Add remaining milestones

  8. Use the arrows to move milestones up or down in the order, right side

  9. Click Done Editing

Reopen an item to correct an inaccurate time or description, or use the Remove Entry icon, right side, to remove a row from the timeline.

Note: Check the clients view in the portal to confirm the order and client visibility. The timeline option will be automatically removed from your client's portal if the timeline is empty.

Remove a Timeline

To completely remove the event timeline from the portal, use the Remove Timeline icon at the top right of the screen.

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