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

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

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

Add Vendors to Your Timeline

Learn different ways to add event vendors to your timeline

Written by Eddie Babbage
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

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

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

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

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

“Following” and “Unfollowing” Timelines

Manage the timeline notifications and updates that you receive

Written by Eddie Babbage
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

Overview of Edit View

Learn how to edit timeline item text and scheduling

Written by Eddie Babbage
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

Overview of Collaborate View

Learn to create, edit, and collaborate on timelines with others

Written by Eddie Babbage
Updated over a week ago