What is the Timeline?

In Engage, the Timeline feature provides a chronological view of notes, reports, and other records related to a particular record or entity within the system. You will find a Timeline section on the Relationship, Contact, and within Activity records. On Relationship and Contact records, the Timeline is found under the Notes tab. 

On an Activity record, such as a Task, the Timeline will show on the bottom right. 

The Timeline displays notes and interactions in chronological order, with the most recent items at the top. This allows users to quickly grasp the history and progress of interactions within a particular record. Timeline is a great place to keep track of your notes and updates on a Relationship, Contact, or an open Activity.  You can also use the search bar at the top to search for specific records on the Timeline. Timeline helps streamline communication, improve collaboration, and improve relationship management.

 

We recommend using Activities Plus to track interactions with your clients and client-related Tasks, while tracking any related Notes on the Timeline. 

 

Add a New Timeline Record

To add a new Timeline record, click on Enter a note... and you will automatically be taken to enter a Title for the note. Then enter your note text and when you're done, click Add note. The new note will show at the top of the Timeline.

 

Customization of Timeline Records

Depending on your organization's needs, the Timeline can be customized to include or exclude additional types of activities. System administrators follow the instructions below to edit the activities that appear on the Timeline.

 

1. Login to make.powerapps.com

2. Ensure you are in the correct environment

3. Create a new solution or use an existing solution

4. Add the appropriate form or navigate to the appropriate form in the solution

5. Select the Timeline component

6. If not already checked, you can check the Activities box to activate different Activity types

6. Under Properties, expand the Activities section. Click the Activity type. Check the box to Enable or not. Click Done.  Note that more than 10 activity types selected will slow down Timeline loading

7. Save and Publish