01
Open Client timeline
Open Client timeline from the support tools. Use its selector to choose the journey. The shared toolbar’s client selection does not change this selector.
User manual / Between sessions
Client timeline
Between sessions → Client timelineRecord events by date, review their categories and keep a copy of the journey.
Choose the timeline · Record and review events · Templates and preservation
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Choose the timeline
Client or general timeline.
02
Choose a client or General timeline
General timeline allows recording without an assigned person. If an event belongs to a client, select them before adding it. Entries in General are not automatically reassigned.
If the client is missing
Update Clients in the dashboard in this browser and reload Timeline. Do not use General expecting its events to move to a client record automatically.
02
Record and review events
Date, type, details and filters.
03
Add the title, date and type
Click Add event. Enter title, date and type: Milestone, Session, Achievement, Obstacle or Insight. Add a description and click Save.
If the title is missing
The warning asks for a title. Enter it and save again. A blank date uses today; check that it matches the event.
04
Check the saved event
Locate the title, date, type and description. The list shows newest events first. An entry with an earlier date may appear further down even if just created.
05
Filter to review a category
Use the selector to show sessions, achievements or another type. Choose All types to restore the whole journey. Filtering hides cards; it does not delete events or restrict this tool’s PDF.
06
Correct an event
Click the event card to open its editor. Review the fields and click Save. Changing its date changes its position; closing without saving discards form changes.
07
Confirm before deleting
Click the card’s × and read the confirmation. Cancel retains the event. Check the client before accepting: the action affects the open timeline.
03
Templates and preservation
Replacement, PDF and local data.
08
Adapt a template to the actual journey
Open Templates and choose a journey. Its texts and dates are examples: edit them to reflect actual events. Templates do not import the client record’s actual sessions.
If events already exist
Confirmation asks whether to replace the current timeline. The template replaces rather than appends. Cancel or export first if the journey needs retaining. Clear timeline also empties it.
09
Export a copy of the journey
Check the client and click PDF. It includes all their events from oldest to newest, even with a screen filter active. Review the downloaded file before sharing; exporting does not send it to the client.
If the timeline is empty
Select the correct journey or add events before exporting. If events exist but no file downloads, check the page finished loading and retry.
10
Return to the same browser and timeline
Events are stored locally per client or under General. ES and EN versions use separate data. This journey is separate from Workspace Timeline and the client record’s automatic history. Keep copies and check language, browser and client if entries are missing.
Check the result
Check client, dates and events before exporting or replacing. Filtering does not delete events.