June 22, 2022
This update is only for Real Estate users.
Over the next two months, Folio will be rolling out a new look for your timelines, including these new features:
- Assign events - Organize everyone related to a transaction. Assign tasks by typing the @ symbol and a contact's name or email address in the event description. You can even assign a task to someone without sharing the entire timeline with them. The tagged contact will only be notified about the event that they're mentioned in.
- Label events - You will have more options to label and color code your timeline to make it even easier to see what needs to be done, at a glance.
- Add notes directly to the timeline - Add notes on the timeline without setting a date. These notes can be kept private, or shared and assigned just like timeline events. Learn more here.
Since we have moved notes to the timeline, we have removed the notes tab for new folders and existing folders that did not have any notes.
Existing notes cannot be edited, but you can still access them and copy their contents from our website. We are working on making it possible to copy and paste your notes from the Gmail sidebar.
If you have any questions or feedback, please don’t hesitate to email us at support@amitree.com.
April 12, 2022
You can now create Anchor events in your timeline templates off of which you can base the timing of other events. Anchor events can be used just like Key Dates as offsets for other events on the timeline.
For example: Create an Anchor Event called “Inspection”. Then set an “Inspection reply deadline” and click the “Anchor” check box to make the “Inspection reply deadline” dependent on the “Inspection” date.
