cue User Manual

cue Basics

Business Admin Setup

The Left Panel

The Header Panel

  • Global Search
  • Global Add

Event Management

  • Event Listing
  • Adding An Event
  • Editing An Event
  • Info Extension Panel
  • Event HUD
  • Event Progress Meter (Essentials)
  • Event Progress Meter (Premium)
  • Event Timeline
  • Event Notes
  • Event Tasks
  • Event Documents
  • Event Mileage
  • Event Expenses
  • Event Payments
  • Event Proposals
  • Event Contracts
  • Event Phone Call Logging
  • Event Appointments
  • Event Clients
  • Event Venus
  • Event Vendors
  • Event Employees

 

Timeline Templates

Nov 12, 2021

Timeline Templates is a cue Premium-only feature. cue includes a handful of vetted templates for your use. You can also choose to modify or create new templates from scratch if you desire.

Note that timeline templates automatically save so there is no need to “click to save”. Just navigate away from the page when complete.

Timeline Templates are divided by Sections and Fields. A section (denoted in red) is your main milestone or question section for that event. Inside each section is a form that you can add fields. Sections and fields are organized by a drag-and-drop capability.

At any point you can update your custom timelines and those updates will be reflected on events added after that time. Modification of these timelines will not affect current or historically applied events.