The Timeline is built from events. Every action you take in Manager Toolkit that meaningfully changes the state of an entity emits an event, which then surfaces as a bubble on every Timeline that scope is part of.
Per-entity events
Actions
- Action created the moment the action is saved.
- Status changed for every transition, e.g. Not Started → In Progress. The previous and new status are shown.
- Field changed when the title, priority, deadline, notes, team, member, or source link is updated. Each field is a separate bubble.
- Subtask added / completed / reopened for each subtask change.
- Action completed when the action moves to Completed or Won't Do.
Projects
- Project created.
- Status changed between Idea, In Progress, On Hold, Completed, Cancelled.
- Field changed for title, description, leader, target, deadline, teams.
- Project completed as a dedicated event for review purposes.
Targets
- Target created.
- Progress changed when the slider moves. Bubble shows the percentage delta.
- Target due at the deadline.
- Target completed when progress reaches 100%.
Reminders
- Reminder created.
- Field changed for title, notes, reminder date, team, member, type.
- Reminder archived and Reminder restored when status flips.
Cross-cutting events
These can appear on any entity that has a Timeline scope:
- Document attached / detached when you link or unlink a document. Surfaces on the parent entity and, for actions linked to a project / target, on that parent too.
- Theme added / removed when key themes are wired up.
- Comment added for every comment you post in the Timeline composer.
Lifecycle events on Performance Reviews
Reviews emit their own lifecycle events alongside everything pulled in from the period:
- Review created, period started / ended, marked in progress, completed, reopened, reverted to draft, notes updated.
Aggregation
Project, target and review timelines aggregate. A document attached to an action connected to a project shows up on both the action's timeline and the project's. The same applies to action status changes when the action lives under a parent.
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