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Timeline

How to utilize the proposal timeline

Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over a week ago

The Timeline is a powerful tool that allows you to create tasks for both you and your client. You can create a task that are both visible to the client or only visible to you.

You can also view Timeline items within your calendar view.

How To:

  1. Scroll to the Bottom of the a Proposals's Workroom

  2. Decide if you want the Timeline to show to the client by toggling the eye button next to the time line title

  3. Add tasks by clicking on the 'Add Task' Button

  4. Decided if you want tasks to show to clients by using the eye button next to each line

  5. Only line items that have the eye shown will show to the client once the proposal is published

  6. You can see timeline items in the events calendar view by selecting 'Show Timeline Items'

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