Timeline Overview

2 min read

Feature

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Who can use this feature:

only available on monday CRM

Feature overview

The Timeline Overview section gives you a full picture of a contact and your team's relationship with them to date. At a glance, the Timeline Overview's unread count and color can tell you which accounts have new activities to review and which ones need attention.

The Timeline Overview is available on all monday CRM entity boards. Your monday CRM comes equipped with the following entities:

Contacts
Accounts
Deals
Leads
Activities

Open the Timeline Overview

The Timeline Overview in monday CRM can be found in the same place that the Updates Section can be found in Work Management:

E&A Update 1.png

When you click on the icon, you will see the Emails & Activities timeline:

E&A Update 2.png

Customize the Timeline Overview

You can edit the Timeline Overview section so that the content and layout suit your team's needs.

To begin editing, open the three-dot menu in the top right corner:

E&A Update 3.png

Hover over the top left corner of any widget to expose the handle. You can drag the widget to any position on the page:

E&A Update 4.png

To adjust the size of a widget, hover over the bottom right corner:

E&A Update 5.png

Click on the three-dot menu at the top right corner of any widget to see more options. You can make a widget full screen, adjust the settings of the widget, rename it, duplicate it, or delete it:

E&A Update 6.png

To add a new widget, click Add widget. This will open a list of the most commonly used widgets in monday CRM. To see more options, click More options at the bottom of the list:

E&A Update 8.png

When you're happy with your customizations, click Done editing:

E&A Update 7.png

The unread count

Unlike the Updates Section in monday work management and boards that you create from scratch in monday CRM, the Timeline Overview icon does not give you insight into internal communication about an item on your board.

Rather than showing a count of new updates or communication between your teammates, the following changes to the item's timeline will add to the count:

new activities
new notes
new emails

The count is dynamic, meaning that it will appear differently for you and your teammates. When you open the item and view the timeline, the counter will reset to 0 for you but not for your teammates.

Note: The count won't refresh automatically. Refresh your page to see an updated count.

Teal and grey icons

You may have noticed that some of the icons on your board are grey while some are teal. When an icon is grey, it means that no new items are on the timeline. When the icon is teal, it means that there are new items to review.

At a glance, you can get an idea about which accounts and contacts have recent activity, and which need attention: E&A Update 9.png

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.