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Timeline

Timeline, filters, and how it differs from the Activity log

A chronological view of related events, its filters, and the practical difference compared to the technical Activity log.

Last updated 13 days ago

Timeline

In the Other functions → Timeline section, events are presented chronologically and grouped by month. Each row displays the record type, title, date, and the team member responsible. Click the title to open the record card. At the bottom, you can select the number of records to display and navigate to older pages.

If you do not see the feature

Check the menu location. If the item or action is not visible, ask the administrator to check your user account, plan, and enabled features. This note applies to the entire "Timeline" section.

Timeline filters

In the Person responsible field, select the user, and under Record type, choose the specific module and action. Combine both filters to locate a specific activity performed by a user. If there are no results, first clear the action type and then the team member responsible—this helps identify which criterion was too restrictive.

Timeline or Activity Log?

Use the Timeline for a quick overview of the sequence of events and record cards. Choose the Activity Log when you need the exact date, the user who performed the action, details on changed values, or an audit description. The assignee for a timeline entry may differ from the author of the action; therefore, check the log for the disputed change.

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