Timeline activities and operational tasks
Add client-visible or internal activities, create tasks, assign responsibility and record completion.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Add a timeline activity
Enter required label and description and choose client visibility.
Complete activity title
Required, maximum 191 characters.
Complete activity details
Required timeline description.
Set activity client visibility
Select Visible to client only when the note is appropriate for the portal.
Create a journey task
Enter title, optional details, due date, assignee and visibility/action flags.
Complete task title
Required task title.
Complete task description
Explain the required work.
Set task due date
Enter the task due date when applicable.
Assign a task to staff
Choose an active staff member.
Set task client visibility
Visible tasks can be included in the client view.
Set Client action required
Use the flag when the client must complete or provide something.
Complete a task
Use the task completion action and verify completion evidence.
Understand client activity/task filtering
Clients see only records marked visible, subject to journey ownership.