Most of the time the Timeline curates itself. When you do need to step in, here is what each control does.
Refresh
The circular arrow icon in the timeline header refreshes the scope from the server. While running, the icon spins; when it lands you get a toast confirming how many new entries were added or that the timeline is already up to date.
The refresh is a union, not a replace: existing bubbles never silently disappear, even if a backend rescan would have produced fewer entries. New entries are merged in, with newest at the top.
Remove from this timeline
Each bubble has a delete icon in its right action strip. Clicking it opens a small confirmation popover so you do not remove anything by accident.
What "remove" means depends on the bubble type:
- Manual entry: removed entirely. There is no underlying source to keep around.
- Auto-pulled entry: hidden from the current scope only. The underlying source (the action, catchup, document, etc.) is untouched and still appears wherever else it would normally show.
Restoring a removed bubble
Toggle Show deleted to surface bubbles you removed earlier. Each one swaps its delete icon for a green Restore arrow, with its own confirmation popover. Restoring a bubble brings it back into the regular list.
Adding a manual entry (Performance Reviews only)
The full-page timeline on a Performance Review is the only place that exposes Add Entry. Use it for things that happened outside Manager Toolkit, e.g. a customer compliment, a conference talk, a side project. Manual entries get Edit and Delete actions like any other bubble.
Comments
The composer at the bottom of every Timeline posts a comment as a right-aligned bubble in the same scope. Comments are first-class events: they appear in the same flow as everything else, can be starred, and can be deleted.
Cascading deletes
Deleting the parent entity (an action, project, target, reminder) hard-deletes its timeline scope, removes the bubble everywhere it was aggregated, and tidies up document and key-theme links. You do not need to clean up the timeline manually before deleting the parent.
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