Adding a timeline to a checklist in Timeline Genius helps you streamline your workflow by linking your event tasks with a structured timeline. When you create a timeline from a checklist, you should always see three options:
Use a Previous Timeline – Reuse an existing timeline.
Use a Template – Start with a pre-made template.
Use the Genius Feature – Generate a timeline based on key event details.
However, if you've previously started the process but didn't complete it, the system will resume where you left off instead of showing the three options again. Below is a step-by-step guide on how to properly add a timeline to a checklist and troubleshoot any issues.
Step-by-Step Guide to Adding a Timeline to a Checklist
1. Navigate to Your Checklist
Log in to Timeline Genius.
Open the event you want to create a timeline for.
2. Create a Timeline from the Checklist
Click on "Timeline" at the top of the page.
You should see a pop-up giving you three options:
Use a Previous Timeline
Use a Template
Use the Genius Feature
3. Select Your Preferred Option
Choose the method you want to use for your new timeline.
Your event details (event name, date, client info, etc.) will automatically pre-fill, so you don’t have to enter them again.
The Three Timeline Options Don’t Appear
🔹 Why is this happening?
If you previously started the process but didn’t complete it, the system saves your progress and takes you back to where you left off instead of showing the three options.
✅ Solution:
Click "Cancel" in the timeline setup.
Confirm the cancellation, which resets the process.
Go back to the checklist and try adding a timeline again—you should now see the three options.
Key Takeaways
When adding a timeline to a checklist, you should always see three options to choose from.
Your event details will automatically pre-fill no matter which option you choose.
If you don’t see the three options, click "Cancel" and restart the process.
If you experience persistent issues, reach out to support for help.
By following these steps, you’ll ensure a smooth experience when linking a timeline to your checklist. Happy planning! 🎉