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Project Timeline

Jobs4 min read

The Timeline tab is the running record of what happened on a job—messages, updates, and key decisions—in chronological order. It complements Tasks → Gantt for detailed scheduling.

What appears on the timeline

  • Team messages and updates tied to the job
  • Entries that document decisions, site activity, or client communication (wording depends on how your team uses the tab)
  • Visibility cues such as audience (internal vs client-facing) where configured

Use Timeline in weekly reviews and when you need a defensible history without opening every task or diary entry separately.

Common actions

  • Compose a new entry with text (and attachments where supported).
  • Filter or scroll by date when catching up after time off site.
  • Convert an entry into a task or variation when a timeline note should become tracked work—prefill carries title and context where the app supports it.

Good practice

  • Post little and often so the story of the job is continuous.
  • Be explicit when something is client-visible vs internal-only.
  • When a decision changes price or scope, follow up with a variation so finances match the timeline.