We’re excited to announce a powerful new collaboration feature for Timeline Genius: the Internal-Only Access Rights setting. This update simplifies how planners manage content visibility for their team, ensuring internal tasks and notes remain private while collaborating with clients and vendors.
Here’s everything you need to know about this game-changing feature:
What is the "Internal-Only" Setting?
The Internal-Only access rights setting allows you to designate any timeline or checklist item as visible only to you and your team members (account members). Once set, these items will be hidden from all collaborators, including clients and vendors.
Why We Built This Feature
Managing visibility of internal planner tasks and notes has always been important, especially for checklist collaboration. Here’s what planners told us:
Manual Work Takes Time
Previously, hiding internal checklist items required planners to individually adjust visibility settings for each task—every time they reused a checklist or timeline. This repetitive process was tedious and prone to error.Templates Need Better Defaults
When creating or reusing templates, internal items like credits, planner-only tasks, or private notes were often viewable by default, requiring manual adjustments each time.Scaling Efficiency
For planners juggling multiple events and team members, it’s critical to streamline workflows without sacrificing accuracy.
With Internal-Only, you set it once—and it’s automated moving forward.
Key Benefits of Internal-Only Access
Save Time When Reusing Templates
Mark items as Internal-Only in your templates. When you reuse a timeline or checklist, those settings carry over automatically. No need to adjust visibility for every event.Keep Planner Tasks Private
Use this setting to hide tasks and notes meant only for you or your team—like behind-the-scenes preparation or post-event follow-ups.Enhanced Control
Internal-Only gives you more granular control over who sees what, helping you collaborate with confidence.Consistency Across Events
Templates or timelines with Internal-Only settings maintain the same visibility rules across all cloned versions.
How to Use the Internal-Only Setting
Navigate to the Collaborate Tab
Open a timeline or checklist, then go to the Collaborate tab.Select the Item
Choose the item you want to designate as Internal-Only (e.g., a checklist task, timeline event, or section).Update Access Rights
In addition to the existing options (Viewable, Editable, or Hidden), select Internal-Only. This ensures the item is hidden from all collaborators outside your team.Reuse Templates
When you reuse a checklist or timeline with Internal-Only settings, those visibility rules will automatically apply—no extra steps needed.
Bulk Actions for Speed
You can also apply the Internal-Only setting in bulk:
Select multiple items in a timeline or checklist.
Update their access rights to Internal-Only in one click.
This feature is perfect for large checklists where numerous tasks are planner-specific.
FAQs
What happens if I reuse a template with Internal-Only settings?
Items marked as Internal-Only in the original template remain hidden in all new timelines or checklists generated from that template.
Can I change an item’s visibility after it’s set to Internal-Only?
Yes! Simply go to the Collaborate tab, select the item, and update its access rights.
Does this feature work for both timelines and checklists?
Absolutely. The Internal-Only setting applies to all content types—timelines, checklist tasks, text sections, and more.
We’re excited for you to try the new Internal-Only feature and hear how it’s helping you streamline your workflow. Questions? Need help? Don’t hesitate to reach out or book a demo!
Happy planning! 🎉