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Starting Guide to the Timeline Feature
Starting Guide to the Timeline Feature
A powerful tool that lets you keep track of it all.
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

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.

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:

  1. Enter the Users tab on the left sidebar

  2. Select the relevant user whose timeline you want to view

  3. 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:

  1. Follow Steps 1-3 as done above.

  2. Select the Add an Event Button

  3. 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.

  4. Now add the events date, title, and description.

  5. Press Add Event.

  6. 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.

Still, have questions? Don’t hesitate to contact us, our customer support team will be happy to answer your questions and help set your app to fit your team’s needs like a glove!

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