Editing the Event Timeline
The event timeline is designed to be created and edited in seconds so you can quickly make changes based on client discussions.
Edit the timeline
In the portal click Timeline to open the Timeline management screen
Adding an entry to the timeline
To add a new entry to the timeline
Click in the time or description text areas and begin typing
Add a new row to the timeline
Click the Add button (icon shown above) to add a new row to the timeline OR press Tab on your keyboard to quickly add a new row.
Reordering the Timeline
To reorder the timeline
In the Timeline window, click the View List button (icon shown above)
Drag the rows up or down in the list to reorder
Removing a Row from the Timeline
To remove a row from the timeline
In the Timeline window, click the View List button (icon shown above)
2. Click the Remove from Timeline button (icon shown above) on the row you would like to remove
Removing the Timeline from the Portal
To completely remove the event timeline from the portal
In the Timeline window, click the Remove Timeline button (icon shown above)
I Don’t See the Timeline in My Client’s Portal
The timeline option will be automatically removed from your client’s portal if the timeline is empty. To display the timeline in your client’s portal, add a row to the timeline and the timeline will automatically appear.