Timeline calendar for Collaboration
The timeline calendar page lets you plan long-term activity with a Gantt chart page to maintain a single, long-term, and comprehensive view of campaigns, events, and supporting content activity. You also have a holistic view of the current state of your hypotheses and events, letting you see where you should focus your efforts.
Go to Plan > Timeline to access the timeline calendar.
View campaigns, sub-campaigns, hypotheses, and events
The default page shows a listing of the campaigns and any related sub-campaigns, hypotheses, or events that fall within the current quarter. Open or close campaigns and sub-campaigns by clicking the arrow to the left of the campaign. You can also expand or collapse all with the top arrow carrot to the left of the Title column.
Note
A red dot represents Overdue.
Toggle Show hierarchy to display the hierarchy and the parent campaign, even when you apply search criteria, filters, and more. Toggle Show hierarchy off to see a flat view of the timeline.
Click on View by and select Experiment Runs to see a detailed breakdown of your experiments. You can see all running and planned experiments linked to your hypotheses to track progress, ensure alignment, and keep your team on the same page as you test and learn.
Customize your view
You can customize your timeline by updating the following:
- Click the header date picker to adjust the dates and select the date range.
- You can also use the Date Range from the filter panel to adjust the date range.
- Click Zoom to update the display options showing day, week, month, or quarter intervals.
- You can color the timeline calendar by campaign or single-select labels.
- Dates can shift in marketing, so you can drag and drop the bars to adjust the timeline. Forward and backward scheduling alerts may display if the hypothesis or step due dates are impacted by the shift.
- You can drag and drop campaigns, hypotheses, or events rows to re-order or place in another initiative.
View today
Click Today to see where your activities line up to the current day to focus and align with relevant activities.
Review status and update plan
Hover your cursor over the campaign, hypothesis, or event to see more details (title, campaign, steps, assigned user, and task state).
Save the timeline calendar to a CSV or PDF file
Open the options menu (...) and click Download as CSV, Download as PDF, or Download as Excel to export the calendar.
