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How to Create a Timeline Template, apply it to an Event, and share with Clients
How to Create a Timeline Template, apply it to an Event, and share with Clients
Maria avatar
Written by Maria
Updated over a month ago


How to Create a Timeline Template, apply it to an Event, and share with Clients

2. The best way to start using this feature is to create a Timeline Template.
Things To Do > Timelines > Templates tab

3. Click "Templates"

4. Click "Add Template"

5. This is NOT where we want to start building our timeline! This is just a description section! Click [โˆš Save] to begin building your timeline for this template!

6. You will be able to add items to your timeline

7. Click "Save"

8. Go back to an Event you'd like to apply your new Timeline Template (or a one-off timeline) to.

9. Click "Timelines"

10. Click "Add Timeline"

11. Click the [+ Add Timeline] button. You can either begin creating a timeline manually, or select one of the timeline templates you created

12. Click Timeline you want to adjust

13. Adjust the time by grabbing the block and dragging it up and down to change itโ€™s position in the day.

14. If you want to see the time by different intervals you can adjust the view up here.

15. Click [Export] and it will generate a PDF for you which includes the times of each sub-Event, Locations, and the descriptions

16. Click "Export"

17. You can also email this timeline directly to your Clients for confirmation, to any staff assigned or any vendors associated with the Event!


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