Within each event portal, you will find a “To-Do” tab to manage client and employee tasks and a “Timeline” tab to build out the sequence and order of the event for you, your client, and team members to reference.

If you prefer to have one display where both the timeline of the event and the to-dos can all be accessed in one central visual, you can achieve this by combining the timeline and to-do displays together. Follow along with me today as I show you how to achieve this combined display.

Select the settings gear at the bottom of the Releventful navigation bar on the left-hand side. Select “Event Settings” and proceed to select “Event To-Do Setting” in the submenu that appears.

On the new page that appears, you will see a setting to enable a timeline within the to-do menu. If you would like to enable adding time stamps to the to-dos within the event portal to make it function more like the event timeline, turn this setting on.

You can also find this setting in Step 3 of the portal templates. Navigate to the portal templates menu by selecting the “Templates” icon in the left-hand navigation bar and selecting, “Portal Templates.”

Within one of your event type portal templates, scroll down to Step 3 and select the edit pencil alongside the first portal setting in the list. In the pop-up window that appears, scroll down to the last two settings in the window. Here you will see an option to reorder the to-dos within the to-do’s menu of the event portal.

By default, the portal to-do’s 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 by toggling on this ability. This will allow clients to move items around within the to-do menu.

The additional setting in this pop-up window is to enable times for the to-dos in the event portal. Again, if you would like to enable the option to add times to the to-dos in the event portal to make it function more like the event timeline, turn this setting on.

All the settings in this pop-up window apply to all event types in your account and not just the event type portal template you are working from.

When these settings are enabled, within an event, you can proceed to open the to-do tab from the portal display. 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.

In the example I am showing you today, you can see that I have organized the event to-dos under a section title that reads, “Planning Forms” and proceeded to build out the actual event timeline underneath these forms with section titles and time stamps.

To add section titles to the to-do list, select the “Add” button at the top of the page and proceed to select “Add Section Title.”

Add a title and optional description for your section title.

At the bottom of the page, you can toggle on the time setting to be able to add a timestamp to this from the to-do menu display. Once populated, select the save button at the top of the page.

If the time setting is enabled for your section titles, you can add time by selecting the “Add Time” option on the right-hand side of the section title. When selected, a pop-up window will appear. Enter the date and time for this activity to build out your timeline and sequence of events.

If you enabled the setting to be able to reorder the to-do menu, you and your client can move items around into the desired order from this display. Select the reorder button in the upper right-hand corner of the to-do menu to begin reordering the list.

Event to-do’s can have times assigned to them as well. If you would like your forms and other event to-do’s to have a timestamp on them in this list, select one of them from the list.

Select the “Edit To-Do” button at the top of the page. Scroll down the to-do details page and toggle on the time setting. Once enabled, save the to-do to navigate back to the to-do menu.

Back on the to-do menu, select the “Add Time” option on the to-do to add a time to this task.

Here is a view of the incorporated to-do timeline in the mobile display. If there are no items populated in the event timeline, the timeline tab will not be visible to the client. The same logic applies to the to-do menu. If there are no assigned to-dos and nothing created in the to-do menu, the tab will not be visible to the client.

If you want to apply the same to-do display to all events, you can create an automation for this within the portal template settings. Navigate to the event type that you want to build this automation for from the portal template menu and scroll down to Step 3 in the portal template for this event type.

Expand the portal automations with the edit pencil at the bottom of the page.

In my example today, you will see that I have built out my to-do and timeline with section titles and planning forms.

To add and create your own, select the “Add” button underneath the event to-do header.

Within this portal template, select the “Add” option at the top of the page. In the drop-down list that appears, you can add section titles and form and song selection to-dos in the same way that you would within a specific event portal.

Make sure to enable the time setting for each section title and to-do that you want to assign a time to. The time will not be set at this time, but you will be able to set the specific time within the event portal once this portal template is applied.

For more information on portal template automations, please refer to our other tutorials specific to this process at help.releventful.com.

We hope that this tutorial has been helpful in explaining how to create a combined to-do menu and event timeline.