Timeline Genius

Discover our new checklist features for event planning. Streamline tasks, collaborate, and save time!

Introducing Event Checklists: A New Feature in Timeline Genius!

Learn how to start a new checklist in Timeline Genius: step-by-step guide to create, organize, and manage your event tasks effectively.

Starting a New Checklist in Timeline Genius

Explore options to create a checklist: add to an existing timeline or start from scratch with templates or previous checklists.

Options to Create A Checklist in Timeline Genius

Checklist due dates are required in Timeline Genius but can be changed anytime. They ensure tasks are completed timely before your event.

Are Checklist Due Dates Required?

Learn how to use Timeline Genius checklists for clients, vendors, venues, and planners. Customize, share, assign tasks, and set reminders.

Are Checklists for Clients, Vendors, Venues, Planners, or Multiple?

Explore expert-curated wedding checklist templates by Laurie Hartwell, with options for full-service and coordination.

Checklist Templates from Industry Expert Laurie Hartwell

Plan every wedding detail effortlessly with this comprehensive, step-by-step checklist from the Certified Wedding Planner Society!

Preview the Full-Service Checklist by CWPS

Enhance your coordination services with the CWPS Coordination Checklist, covering every step to make your clients’ day seamless!

Preview the CWPS Coordination Checklist

Streamline wedding planning with the Timeline Genius Checklist, covering every essential detail from early planning to the big day.

Preview the Timeline Genius General Wedding Checklist

Tired of hopping between checklists for every event? Meet your new favorite productivity tool: the All Task View!

All Task View: See Every Checklist Task in One Place

Choose how your checklist tasks are grouped by date — Detailed view for granular planning or Simple view for a streamlined overview. Found in your account Preferences.

Checklist Date Range Options: Detailed vs. Simple Grouping

In the All Tasks View, you can now click directly on an event name to navigate straight into that event's timeline — saving you time and extra clicks!

Click Directly to an Event from the All Tasks View

Stay on top of your tasks. Learn how to create, manage, and use checklists to keep your wedding planning organized and stress-free.

Checklists

Guide to renaming groups in Timeline Genius: Create a new group, move tasks to it, and delete the old group.

How to Change Checklist Group Titles in Timeline Genius

Shift multiple due dates at once in Timeline Genius checklists for better efficiency and organization. Learn how to use this feature.

Time Shifting in Checklists

Easily reposition items in Timeline Genius checklists with Drag & Drop. Automatically updates due dates for accurate planning.

Drag & Drop in Checklists

Learn how to sort and filter your checklist in Timeline Genius by due date or task group and filter by all, incomplete, or complete tasks.

Sorting & Filtering Your Checklist in Timeline Genius

Learn how to edit and customize your checklist in Timeline Genius. Add, reorder, and prioritize tasks to enhance your event planning.

Editing & Customizing Your Checklist in Timeline Genius

Learn how to safely delete categories in a checklist without losing tasks — quick step-by-step guide included!

How to Delete Categories Within a Checklist

Edit Checklists

Learn how to assign checklist tasks for tailored checklist PDFs. Enhance collaboration and task management for your event.

Assigning Checklist Items for Tailored Checklist PDFs in Timeline Genius

Assign Checklist Items

Intro to Remind View in Checklists

Checklist Reminders

Learn how to manage and revoke old checklist sharing links and understand collaborator limitations from earlier access methods.

Can I revoke access after sharing my checklist?

Learn how to use Timeline Genius' checklist collaboration feature for efficient task management, sharing, and real-time feedback.

How to Use the Collaborator Feature for Checklists in Timeline Genius

Checklist Collaboration

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