Timeline

Show the current stage of your project by using a timeline. A timeline allows you to show the trajectory of your project including what happened before and where the project is going.

Create a new timeline

To create a new timeline for your project:

1. While logged in, use the top-level menu to navigate to the Projects tab.

2. Select the relevant project; this opens your project overview page.

3. In the left-hand menu, under Content, click Timeline. This shows all the stages created for this project.

4. To create a new stage, click +Add stage.

5. Editing timeline stages has the same functionality as editing your main project page. You can use the text editor to add rich text, and add blocks to add other kinds of content. For more information about the text editor, see WYSIWYG editor. For more information about content blocks, see Manage content blocks and groups.

6. Add a Title.

7. Add a Description.

8. Add content if required (Add block or Add group).

9. Add a Start Date and End Date, either by typing the dates into the field.

10. When you’ve finished editing, click Save.

Important: Creating timeline stages does not automatically add them to your published project. You need to make sure you’ve added a Timeline content block in your main project overview. For more information about creating and editing your projects, see Creating and managing projects.

Edit a timeline

To edit an existing timeline:

1. Navigate to an existing project.

2. In the left-hand menu, under Content, click Timeline. This shows all the timeline stages that already exist for this project.

3. Click on the ellipsis button to show more options. Click Edit.

4. When you’re finished editing, click Done.

Unpublish a timeline

You can unpublish individual timeline stages from a project without affecting the other content. The page will be automatically removed from anywhere it’s current displayed or linked to.

To unpublish a timeline stage:

1. Navigate to an existing project.

2. In the left-hand menu, under Content, click Timeline. This shows all the timeline stages that already exist for this project.

3. Click on the ellipsis button to show more options. Click Edit.

4. At the top right of the screen, next to the Save button, are your publish options. Choose Unpublished from the dropdown menu.

5. Click Save.

Delete a timeline

You can delete a timeline stage from a project if it’s no longer needed, or was created by mistake. This permanently removes the timeline stage and all its content and cannot be undone. Proceed with caution!

Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your District Engage administrator.

To delete a timeline stage:

1. Navigate to an existing project.

2. In the left-hand menu, under Content, click Timeline. This shows all the timeline stages that already exist for this project.

3. Click on the ellipsis button to show more options for a page. Click Delete.

4. You’ll be prompted with a warning to confirm the action. Click Yes, Delete this Stage.

5. Your timeline stage is now deleted.

Set your current stage

To set the current timeline stage of your project:

1. Navigate to an existing project.

2. Click Edit.

3. In the right-hand sidebar, under Consultation status, click on the dropdown in Current Stage.

4. This will open a dropdown with all the timeline stages.

5. Select the current timeline stage.

6. Click Publish.

7. Your current timeline stage has now been set.