Trip Timeline

Track and view the timeline of events and activities for each trip. See all communications, tasks, status changes, and important dates in chronological order.

5 minutes
Beginner

Trip Timeline

View and track all events, activities, and milestones for each trip in a chronological timeline view.

Overview

Trip timeline shows:

  • All trip-related activities
  • Chronological order
  • Key milestones
  • Complete history

Viewing Timeline

Accessing Timeline

  1. Open a trip
  2. Find "Timeline" tab or section
  3. See chronological events
  4. View all activities
  5. Track progress

Timeline Display

Timeline shows:

  • Date and Time - When it happened
  • Event Type - What type of activity
  • Description - What occurred
  • Who - Person involved
  • Status - Current state

Timeline Events

Trip Creation

  • Trip created date
  • Initial setup
  • First entry
  • Start of timeline

Status Changes

  • Status updates
  • Progress milestones
  • Key transitions
  • Important changes

Communications

  • Emails sent/received
  • Phone calls
  • Meetings
  • All interactions

Activities

  • Quotes sent
  • Bookings made
  • Payments received
  • Other activities

Timeline Features

Chronological Order

  • Events in time order
  • Oldest to newest
  • Or newest first
  • Easy to follow

Event Details

Click any event to see:

  • Full details
  • Complete information
  • Related items
  • Context

Filtering Timeline

Filter to show:

  • Specific event types
  • Date ranges
  • Certain activities
  • Focused view

Best Practices

1. Keep It Current

  • Add events promptly
  • Don't let timeline lag
  • Maintain accuracy
  • Complete history

2. Be Detailed

  • Include important details
  • Add context
  • Document milestones
  • Complete records

3. Review Regularly

  • Check timeline periodically
  • See progress
  • Identify patterns
  • Track milestones

Related Guides

Next: Learn about trip statuses →

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