What is a Timeline?

A timeline is a modern panel found on many akoyaGO forms, such as Constituents, Contacts, Requests, Donors & Prospects, Gifts, and several others. Timelines consolidate activities (emails, calls, tasks, appointments), notes, and posts into a single chronological stream, representing the history of the particular record. Timelines are especially helpful as they promote transparency across the foundation; users can easily see outstanding and past activities related to the record, providing a comprehensive history.

Below is an example of a timeline on a Constituent record:

Below is another example of a timeline on a Donors and Prospects record:

Filtering and Adding Activities from a Timeline

Users can view, filter, and create activities directly from the timeline, allowing for engagement without navigating away from a record. For more information on creating/filtering activities and the different activity types, please see MS Learn - Use timeline

Timeline Hierarchy

Timeline activities from child records (such as Requests under a Constituent) will roll up to the parent record's timeline.

For example, if Mary Smith is the Primary Contact on Mr. and Mrs. Smith's Donor record, timeline activities added to the Donor record will also appear on her Contact record:

Below is additional information on Timeline hierarchy, indicating the Child records that will roll up to the related Parent record:

Keywords: Timelines, activities, tasks, appointments, emails, tracked emails, Outlook integration, roll up, rollup