Purpose: This guide provides an overview of timeline filters and how to use them to efficiently view specific updates or actions for any entity. Learn how to filter by objects, actions, date range, and team members, and discover tips for combining filters to streamline your search

TABLE OF CONTENTS

• Timeline Filters Overview
• Timeline Filter Types

Timeline Filters Overview

An entity's timeline is the source of truth for any related updates or actions made to that entity. There are multiple ways to filter within a Timeline allowing us to be specific and organized in how we view this information

Timeline Filter Types

1. Objects Filter - filter by related objects (for example, contacts, companies, etc.)

Note: The Object Filter is sticky - when it is applied, it will remain on your record’s Timeline until removed

2. Timelines Filter - filter by different actions in categories (for instance, Activity Logged, Automation Canceled, etc.) 

3. Date Filter - filter by custom date range or from the "Quick Selection" sidebar

4. Team Member / Role Filter - filter by team members. This will show actions made by and mentions of the selected member

Tip:  Expand your search by selecting more than one i.e., team member from the dropdown

Stack different filters (i.e., Objects Filter + Date Filter) to narrow down your search