Getting Started
New to Timeline Genius? Get up and running with the basics of using the tool.
13 articles in this collection
Written by Eddie Babbage
Written by Eddie Babbage
Setting up Your Account
Upload Your Logo
Upload your logo to timeline PDFs before sharing with others
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Handling Multiple Contacts for a Single Vendor or Venue
Learn how to input multiple contacts into your Rolodex for one single vendor or venue company
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Add Vendors to Your Timeline
Learn different ways to add event vendors to your timeline
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Add Information to Your Rolodex
Learn to use your Rolodex to keep track of key contacts
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Import Your Client, Vendor, and Venue Contacts
Learn how to import existing vendor or venue contact lists
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Add Multiple Phone Numbers for Vendor and Venue Contacts
Input multiple phone numbers into your Rolodex for one contact
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Add Social Media Handles for Vendor, Venue, or Client Contacts
Save Facebook, Instagram, and Twitter handles for key contacts
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Working With a Team
Add Team Members to Your Timeline Genius Account
Add other users to your own Timeline Genius account
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
“Following” and “Unfollowing” Timelines
Manage the timeline notifications and updates that you receive
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Using Timeline Genius
Overview of the Timeline Elements: Items, Notes/Reminders, Contact Section
Learn about the different sections that make up each timeline
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Overview of Edit View
Learn how to edit timeline item text and scheduling
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Overview of Assignment View
Learn how to assign timeline items to different groups
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago
Overview of Collaborate View
Learn to create, edit, and collaborate on timelines with others
Written by Eddie Babbage
Updated over a week ago
Updated over a week ago