New Feature

New Feature Announcement: Filters for Timelines & Checklists

Timeline and Checklist filters for wedding planners

If you love sending Tailored Timeline PDFs in Timeline Genius, our newest feature is going to be a total breakthrough for you:

Use the new Filter Feature to work with a live tailored timeline or checklist!

This is now available in your Timeline Genius events, so read about it below and then start using it right away!

TIMELINE UPGRADE

You can now filter your timeline items based on assignment. This new feature is available in all your timeline tabs, including EDIT, COLLABORATE, and EXECUTE.

Once you’ve assigned timeline items to your choice of vendors or clients, you can use the new Filter Feature to easily view and edit only the items relevant to them.

This is going to be a game-changer when it’s time to set up reminders for your events, because now you can easily set up text reminders for key players without having to click through items. Not only will this save you time, but you’ll also minimize the risk of missing any important reminders.

CHECKLIST UPGRADE

The new Filter Feature is also available in your Timeline Genius checklists.

Now you can filter tasks based on due date, status, assignment, or category. That’s right: you have a suite of filters to choose from as you organize and complete your wedding planning tasks!

View only the checklist items that are incomplete, or due soon, or assigned to certain vendors. With our new filter feature, you have even more control over your checklists, and you can save even more time as you work on your events.

HOW IT WORKS

Find the Filter Feature at the top of your timeline and checklist tabs. Use it to view and edit only certain items, whether you’ve just begun planning or it’s time to execute your timeline!

The video below shows you how to use this breakthrough new feature. Check it out and then head to your own events to start filtering your timeline and checklist items:

 

MORE TO COME

You love Timeline Genius because it helps you work more efficiently while presenting more professional and polished timelines. We love all the ways you use Timeline Genius in your own unique ways, and we’re always working on more hot new features to make our program better for you.

So stay tuned, we’ve got more new upgrades coming your way soon!