✨ Overview
Timelines help you map out exactly what happens and when inside a project.
Whether you’re planning an event, managing a client project, or coordinating a team, timelines give you a clear schedule to follow so everything runs smoothly.
Instead of juggling details in your head or scattered notes, you can build a structured plan that keeps everyone aligned.
⚠️ Important to Know
Timelines always live inside a project.
You can create reusable templates, but timelines are ultimately attached to a specific project.
👉 Translation:
Templates = your blueprint
Project timelines = the actual plan in action
📍 Where to Find It
To create a timeline:
Open a Project
Go to the Timelines tab
Click New timeline or From template
You’ll see this directly inside your project workspace, alongside things like Tasks, Documents, and Notes.
🧱 Timeline Structure
Timelines are built using two core layers:
📅 Days
Each timeline is organized by day
Example:
Friday, June 10
Saturday, June 11
You can add as many days as needed depending on your project.
📌 Lines (Events / Items)
Inside each day, you add individual timeline items.
Each item represents something happening during that day.
🧩 Timeline Item Types
You’ve got a few ways to structure each item depending on how detailed you want to get:
⏱ Timed
Set a start and end time
Example:
2:00 PM → Ceremony
3:00 PM → Cocktail hour
Perfect for event-based workflows
⏳ Duration
Set how long something takes
Example:
Setup → 60 minutes
Great when timing is flexible but effort matters
❓ TBD
Placeholder for things you haven’t locked in yet
Example:
“Vendor arrival (TBD)”
Keeps planning moving without needing all details upfront
📝 Text Only
Simple note without time
Example:
“Bring backup equipment”
Perfect for reminders or instructions
➕ What You Can Add to Each Item
Every timeline item can include:
Notes
Add context, instructions, or detailsContacts or Roles
Assign responsibility or indicate who’s involvedInclude in Export toggle
Control whether the item appears in client-facing views
🧠 Using Templates
If you run similar projects often, templates are your best friend.
Create a Template:
Go to Timelines → Templates
Click New template
Build out your structure (days + items)
Use a Template in a Project:
Open a project
Go to Timelines tab
Click From template
Select your template
Boom — your entire schedule is instantly built.
👀 Client View
You can preview how your timeline looks from your client’s perspective using Client view.
This is perfect for:
Sharing event schedules
Setting expectations
Looking extra professional without extra effort
🚀 Why This Matters
Timelines turn your project from:
“We’ll figure it out as we go…”
Into:
“Everything is planned, clear, and under control.”
They help you:
Stay organized
Reduce last-minute stress
Communicate clearly with clients and teams
Deliver a smoother experience
💡 Real Example
Event timeline might look like:
Day 1
2:00 PM → Setup begins
4:30 PM → Guests arrive
6:00 PM → Ceremony
8:00 PM → Reception
Day 2
10:00 AM → Breakdown
12:00 PM → Equipment return
Simple. Clear. No chaos.
🧠 Pro Tips
Start with templates if you repeat similar projects
Use Timed items for client-facing schedules
Use Text-only items for internal notes
Don’t overcomplicate it — clarity beats perfection
Add contacts to avoid “who’s doing this?” moments
