Adding a New Timeline to your clients profile.
Select Clients from the menu bar, then select View all Clients from the drop down menu.
Select your client from the list. Alternatively you can also select them from the main dashboard under the list My Assigned Clients. Below we will select Aroha Ataahua.
When you have the clients profile open, select Add New Timeline.
Enter the Date, select the Event Type from the options on the drop-down menu. Enter the Estimated Finish/Completion Date, the Status and any Notes. Click Save.
You can see below when you click on the Timeline tab in the clients profile, the new timeline entry is now listed.
You can click on the timeline entry to either edit the information or delete it.