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Filtering for Timelines & Checklists
Filtering for Timelines & Checklists

Discover Timeline Genius’ new Filtering Feature—easily sort timelines and checklists by assignee, status, due date, or category.

Updated over 2 weeks ago

We’re excited to introduce a powerful new Filtering Feature to help you work more efficiently in Timeline Genius! Now, you can filter your timelines and checklists with just a few clicks—no more scrolling through endless items or exporting PDFs just to see what you need.

How It Works

For Timelines: Filter by Assignee

You can now filter your timeline items by who they’re assigned to, directly within the edit, assign, collaborate, and remind views.

🔹 Need to see only the items assigned to your caterer?

🔹 Want to send reminders just for your photographer?

🔹 Looking for a quick view of what’s assigned to your venue coordinator?

No problem! Simply select an assignee (or multiple!) and instantly see the relevant items—without ever leaving the web interface.

For Checklists: More Filtering Options

Checklists get even more filtering power! In addition to filtering by assignee, you can now refine your view based on:

Task Status – Show only incomplete or completed tasks

📆 Due Date – See tasks within a specific date range

📂 Category – Focus on tasks related to budget, beauty, rentals, and more

Now, you can easily work through your to-do list without distractions!

Why This Matters

This update is all about saving you time and keeping you organized. Instead of scrolling through full timelines or checklists, you can quickly narrow in on what’s relevant—whether that’s setting reminders, managing tasks, or collaborating with vendors and clients.

🌟 Less searching, more doing.

🌟 No more relying on PDFs to see tailored views.

🌟 Faster, smoother workflow for planners and vendors alike!

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