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The milestone timeline

At-a-glance milestone view of records moving through your streams. Each record's planned dates and step transitions appear as sticky-note cards on a horizontal axis, with a red line marking today. Page loads use a cached snapshot; pressing Refresh burns 1 token to pull fresh data. The Timeline link only appears in the sidebar when the Timeline plugin is enabled on /plugins. Owners and admins only: member-role logins are redirected away, because it spans every stream and its Refresh button spends a token.

Enabling Timeline

  1. 1

    Go to /plugins (owner/admin only).

  2. 2

    Find the Timeline card and toggle Enabled on.

  3. 3

    The "Timeline" link now appears in the sidebar, above Support.

Switching what cards show

  1. 1

    Use the Cards toggle at the top of the page to choose what each card represents.

  2. 2

    *Planned dates* uses date-typed metadata fields with a value (e.g. lease_finalised_date, soft_open_date) - matches a paper-style milestone plan.

  3. 3

    *Step transitions* uses activity_log entries from when records moved between steps - actual history.

  4. 4

    *Both* shows planned dates and transitions together.

Switching layout

  1. 1

    Use the Layout toggle to choose between *One axis per record* (each record stacked into its own row) and *Shared axis* (all records on one axis, entity name shown on each card).

  2. 2

    Stacked is clearer when you have several records; shared is more compact for one or two.

Filtering the view

  1. 1

    Three filter chip groups appear below the view-mode toggles: Streams, Assigned-to, and Records.

  2. 2

    Click chips to toggle items in or out. Use Clear all / Select all at the top of each group.

  3. 3

    Filter changes are instant and free - no token burn.

Refreshing data

  1. 1

    Click Refresh in the top bar (or in the empty-state CTA on first visit).

  2. 2

    This burns 1 token and re-pulls the latest snapshot. The "Last refreshed" timestamp updates.

  3. 3

    If you are out of tokens, Refresh returns an out-of-tokens error and the existing snapshot stays in place - top up or upgrade your plan to refresh again.

What people ask about this

  • How do I enable the Timeline?
  • Why is the Timeline link not showing in the sidebar?
  • What does Refresh cost?
  • What's the difference between Planned dates and Step transitions?
  • Which records appear on the Timeline?

Inside the app there is an assistant that answers these from your own written process, not just from ours.

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