When working in any industry communication is key. Knowing who updated information, and when is vital to making sure your business runs smoothly. This is true not only when it comes to clients and products but also when it comes to your employees. The Timeline feature is a built-in capability that automatically records events related to your users, such as changes in their past rate, custom fields changes such as titles or departments, and much more. The timeline feature reality allows you to keep track of it all directly from inside each user's profile.
In this article we will go over all the actions you can take from within the Timeline feature, including:
How to find the Timeline Feature
The timeline feature can be found inside each user's individual profile and gives you an overview of all the events relevant to that employee
Follow these steps to access a users timeline:
Enter the Users tab on the left sidebar
Select the relevant user whose timeline you want to view
On the left side in the top menu select timeline
How Events Are added and How to Add an Event
Events are added automatically when the user's profile is updated. This can be a custom field getting changed such as a title or department being updated. The information stored in the timeline is the change that was made, on what date it was made, and which admin made it.
In the example below you can see that Shoshana changed Jennys title to a manager and on the date which it happened
Events can also be manually added to a user's timeline. This can be a great option if you want to keep track of things such as an employee's completed training date, or even their last vacation date. The events you add manually are completely customizable.
Follow these steps to manually add an event:
Follow Steps 1-3 as done above.
Select the Add an Event Button
Once inside decide the event's type. This can be a general event or using the Add new type button you can create a new event type. This can be anything you want such as Vacation, Last Training Date, etc.
Now add the events date, title, and description.
Press Add Event.
That's it! The event now appears on the user's timeline.
In the example below I manually create a new type called Last Training and add CPR training to Michael’s timeline.
In this article we went over what the timeline feature is and how to utilize it. We learned where to find the timeline and how to view and add events. All in all the timeline feature is a great tool to keep track of your company all within real time.
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