Instead of using the "Timeline" tab within an event portal, you can incorporate your event timeline directly into the "To-Dos" tab. Adding section titles and timestamps to to-dos will create one central list of all required tasks for the client, alongside the sequence of the event.

Follow the steps outlined below to create this experience for your client(s).

Organize a client's list of event to-dos in their portal with section titles. Section titles can be added to the to-do list multiple times and placed in any desired order alongside the other event to-dos. Section titles can be used to organize tasks as well as create an order of the actual event.

To add section titles to your client's event to-do list, follow the steps outlined below:

1. Locate the event and navigate to the event portal.

2. Click on the "To-Do" tab.

3. Click the "+ Add" button in the upper right-hand corner of the window and select "Add Section Title" from the drop-down list of options.

4. Populate the section title that you want displayed in the to-do list in the "Title" field. Again, this can be used to organize the to-do requirements, and/or to create an event timeline.

5. If you want descriptive text to appear underneath the section title, add text to the "Description" field that follows.

6. Select "Save" at the top of the page and proceed to select "Save" in the drop-down list that appears.

7. Back on the event to-do display, your section title will appear similar to the display below:

If the timeline to-do setting has been enabled from the portal templates menu, you can add a timestamp to section titles and to-dos within the client's event portal.

1. To enable this setting, navigate to the "Portal Templates" menu via the templates icon in the left-hand navigation bar and select "Portal Templates."

2. Select the event type at the top of the page for the event type you want to enable the to-do timeline for. If you want this feature applied to all of your event types, use the "Any Event Template."

3. Scroll down to "Step 3" and expand the "Portal Settings" menu with the available edit pencil:

4. Scroll down to the bottom of the window to the section titled, "Enable To-Do Timeline." Toggle this setting on to be able to add timestamps to your event to-dos and generate a timeline for the event within the to-dos tab of the event portal.

5. When this setting is enabled, every to-do item can have a timestamp. Back on the "To-Do" tab in an event portal, click on a section title or to-do to add a time.

6. Use the "Edit To-Do" option at the top of the page to edit an existing to-do.

7. Scroll down to the bottom of the page and toggle on the time setting.

8. Once enabled for the to-do, select "Save" at the top of the page and proceed to select "Save" in the drop-down list that appears.

9. Back on the to-do list, you can now add a time by selecting the "Add Time" button for that section title or to-do.

10. Enter the date and time that you want applied to this title for the running timeline and select the "Save" button at the bottom of the window.

11. The time will now be displayed on the To-Do List display.

By default, the portal to-dos can only be reordered by you and your employees. If you want to give everyone on the event the ability to reorder the to-dos, you can change this setting within the portal templates menu.

In the same area you enabled the timeline for the to-dos (mentioned above in "Add Time to Section Titles and Event To-Dos" section), scroll down in the window to the section titled, "Reorder Portal To-Dos." Toggle this setting on to allow everyone with portal access to be able to reorder the event to-dos.

When enabled, back in the portal to-do list, you will have a "Reorder To-Dos" icon in the upper right-hand corner to change the order of the events and tasks in the list.