The timeline is a component of the contact and matter pages which displays activities and events that have taken place in the past, or are scheduled to take place in the future.
All activities in the timeline are listed in reverse chronological order, meaning any scheduled items are at the top in the "Upcoming" timeline, and activities which have already happened are arranged from most recent to oldest in the "Past" timeline.
The timeline feature makes it easy to track down what activities have taken place with regard to a particular matter or contact, what activities are scheduled to happen soon, when these items happened or are scheduled to happen, and also which user performed the action or is responsible for it.
Matter vs. Contact Timeline
The timeline feature is a part of both the contact and matter pages within Lexicata. The functionality of the timeline is almost identical in both places, but there are some subtle differences which are covered below.
Activities related to the following items will be on both timelines:
- Intake Forms
- Emails sent out from the matter page
These activities will only be shown on the matter timeline:
- Updates to the matter status
- Matter notes
- Matter tasks
- Completion or removal of workflow items
These activities will only be shown on the contact timeline:
- Contact notes
- Contact tasks
- Emails sent out from the contact page
Types of Items on the Contact Timeline
Below is a list of all items and activities that will display on the contact timeline:
All notes taken under a contact will display on the timeline based on the date they were initially created, with the newest items appearing on the top.
Individual emails are tracked on the timeline. The timeline will display the "To:" and "From:" fields as well as the subject line and body of the email.
Tasks with due dates will show up on the upcoming timeline if they have a due date in the future. Otherwise, an activity shows up indicating that a task was created, at what time, and by whom.
Once a Task is marked complete, an additional activity marker will show up on the timeline indicating the time the task was marked complete and by which user. This makes it easy to hold staff members accountable for meeting their deadlines.
Appointments will show up on the timeline so that you can see when the appointment is scheduled in relation to other scheduled events and due dates.
If the appointment is in the future, it will be in the upcoming timeline. Once the appointment date has passed, it will be in the past timeline.
The timeline will also track activities or actions performed by users. Activities includes things like the creation of a document or form, the creation of tasks and appointments, the deletion of items, updating a matter's status, and the completion of a workflow item on a matter.
Keep in mind that activities may be created in addition to the actual items themselves (i.e the ones listed above). For example, when an appointment is scheduled, the appointment will show up as an item in the upcoming timeline, and an activity will also be created in the past timeline indicating that a user created this appointment, and the time it was created.
Upcoming vs. Past Timeline
The timeline will show items that are both upcoming and items that have happened in the past.
Upcoming events include:
- Due Dates
- Scheduled Appointments
- Scheduled Emails
This makes it very easy for users to see what events are planned for the future.
Once the date and time of an item passes (i.e. the task due date or the appointment date passes by, or the scheduled email is sent), it will move into the past timeline instead.
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