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Edit an event timeline

Use the event timeline to give clients and your team a clear sequence of event activities.

Written by Erin Pender

Use the event timeline to give clients and your team a clear sequence of event activities.

Steps

  1. Open the event portal and select the timeline.

  2. Use Add to create an entry, or open an existing entry to edit it.

  3. Enter the activity name, time and details, then save.

  4. Use the list/reorder controls to arrange entries and remove entries you no longer need.

  5. Preview the timeline from the appropriate client view before sharing it.

One event or a reusable timeline

Editing an event timeline changes that event. To reuse a structure, edit the appropriate reusable template/workflow and review how it will be applied to other events. Removing an entry is different from removing the whole timeline.

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