Timeline templates are powerful time-savers. Instead of manually creating the same tasks and events over and over, create a template that contains those tasks and events, and apply the template when you create your timeline. We’ll automatically fill your timeline with the events from your template.
On the template, you can link your timeline events to Key Dates, such as Offer Accepted and Estimated Closing Day. When you set up your Smart Folder and give us those Key Dates, we automatically set up the dependent events on the correct dates.
If you need to add more important dates to your template, create Anchor Events. Anchor Events can be used just like Key Dates as offsets for other events on the timeline.
Navigate to your web dashboard and find your timeline template settings in the left-hand sidebar: https://www.amitree.com/folio/templates
From your timeline template, click on the "add" button. Fill in the appropriate details and don't check the "Anchor to another event" box. Click the "save" button to add the event to your template.
Create another event on the template, and check the "Anchor to another event" box. You'll now see the option to anchor your event to the first event that you created.
Adding anchor events to your timeline
You can also create anchor events on a specific timeline.
- Navigate to the timeline, and click on the "add" button.
- Fill in the title and the date.
- Click "Save".
Now if you create another timeline event and click into the anchor event dropdown menu, you'll see an option to select the anchor event you just created.
This anchor event will only exist on this individual timeline and not be added to your template.