Edit Timeline

Edit Timeline Details

You can use this form to make changes to the timeline details. Changes will be saved as soon as you click submit.

Name

Your timeline's name is used to access it in the system.

Group

Select New Group

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Your timeline's group is used to access it in the system.

Subgroup

Select New Subgroup

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Your timeline's subgroup is used to access it in the system.

Target Position

Select Position

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Who will be the target of the timeline? This will be the only account type that you can target with this timeline.

Account Types

Who will be reaching out to the timeline target? The target account must have all of these accounts as managers.

Paths

What additional paths will the timeline have? Targets with a focus matching the path name will receive the actions from both their focus path and the universal path.

Action Types

What methods will the target's managers use to make contact? Generally, the default options will be sufficient.

Default Optimisms

What note and feedback positives do you want to add to each action by default? You can change these on each action, but they will often be the same.

Default Negatives

What note and feedback negatives do you want to add to each action by default? You can change these on each action, but they will often be the same.

Submit

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