> ## Documentation Index
> Fetch the complete documentation index at: https://help.broadstripes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Timeline item types

> Learn how to create, manage, and filter timeline types to organize your contact timeline

## Overview

A contact timeline is a perpetual history of notes, events, conversations, and interactions with a contact. The timeline will record and display emails, text messages, changes in assessments, and other important subjects. A timeline item provides details on the occurrence, including when the event occurred, who created the item, who contacted the person, and a description.

Over time, a contact timeline may become lengthy with information and events that have transpired. Timeline types allow you to organize your data on your contact timeline. This will also allow you to filter timeline types on your search results page for easier data location.

<img src="https://mintcdn.com/broadstripes/fq_0Tpi4IcNS-LAC/images/project-settings/timeline-types/contact-timeline.png?fit=max&auto=format&n=fq_0Tpi4IcNS-LAC&q=85&s=33eb82b65c083d9009d5026eca4a08c2" alt="Contact timeline" width="965" height="441" data-path="images/project-settings/timeline-types/contact-timeline.png" />

You may create additional timeline types beyond the default types provided by Broadstripes to record interactions and events that are important to your project.

By default, the following timeline types are already defined and enabled for you:

* Note
* Code Change (Assessment Change)
* Event Change
* Email
* Group Meeting
* House Visit
* One-on-one
* Phone Call
* SMS Message

There will be times when you want to record an interaction or create a note that doesn't fit within those predefined categories, like a special meeting or a blitz event. For those instances, you can create a new timeline item type that better categorizes the interaction. Here's how:

## Creating a timeline type

1. Select the **Settings** menu in the top right corner of the app and click **All settings**.

2. Under the **Basic** section of Project settings, select **Timeline item types**.

3. Select the **+ New** button and a new timeline item type will appear.

<img src="https://mintcdn.com/broadstripes/fq_0Tpi4IcNS-LAC/images/project-settings/timeline-types/new-timeline-type.png?fit=max&auto=format&n=fq_0Tpi4IcNS-LAC&q=85&s=7557cc93771084224975d41751a90e23" alt="New timeline type" width="393" height="194" data-path="images/project-settings/timeline-types/new-timeline-type.png" />

4. Name your new timeline item type. For this example, we will create an "Information Session" timeline item type.

<img src="https://mintcdn.com/broadstripes/fq_0Tpi4IcNS-LAC/images/project-settings/timeline-types/timeline-type-name.png?fit=max&auto=format&n=fq_0Tpi4IcNS-LAC&q=85&s=4a16a07613d0558f7ae7fe894a217024" alt="Timeline type name" width="469" height="169" data-path="images/project-settings/timeline-types/timeline-type-name.png" />

5. You can drag and drop to reorder the position of the item in your project's timeline type dropdown menu. (It's helpful to place frequently used timeline types toward the top of the menu.)

<img src="https://mintcdn.com/broadstripes/fq_0Tpi4IcNS-LAC/images/project-settings/timeline-types/timeline-type-reorder.gif?s=4e4b6f4224d3fd64b1654fc2dd2dee48" alt="Reorder timeline types" width="732" height="356" data-path="images/project-settings/timeline-types/timeline-type-reorder.gif" />

Now that you have a new timeline type created, you may go ahead and use it for any of your entries on your contact timeline.

<img src="https://mintcdn.com/broadstripes/fq_0Tpi4IcNS-LAC/images/project-settings/timeline-types/timeline-type-in-use.png?fit=max&auto=format&n=fq_0Tpi4IcNS-LAC&q=85&s=173861a3e27ccabc92f0ea4fd5f43633" alt="Timeline type in use" width="934" height="392" data-path="images/project-settings/timeline-types/timeline-type-in-use.png" />

## Deleting a timeline type

If you or your project members do not use a particular timeline type, you may delete that one. This will keep your timeline types menu concise and consistent.

1. Go to your **Settings** menu in the top right corner of the app and select **All Settings**.

2. Under the **Basic** section of Project settings, select **Timeline item types**.

3. Click **x delete** in the corresponding row of the timeline type that you want to remove from the project. You will be prompted to confirm your choice to delete via popup. Click **OK**.

<img src="https://mintcdn.com/broadstripes/fq_0Tpi4IcNS-LAC/images/project-settings/timeline-types/delete-timeline-type.png?fit=max&auto=format&n=fq_0Tpi4IcNS-LAC&q=85&s=6a3c094e348ce2646617289a2d977782" alt="Delete timeline type" width="851" height="395" data-path="images/project-settings/timeline-types/delete-timeline-type.png" />

<Note>
  There are a few instances in which you cannot delete a timeline type. If a timeline type has a timeline item associated with a contact, the timeline type cannot be removed. In addition, Note, Code Change, and Event Change are system defaults and may not be removed.
</Note>

## Filtering timeline types in search results

The contact timeline column in your search results can be filtered by timeframe and by item type.

1. To filter, select the funnel in the top right corner of the contact timeline column.

<img src="https://mintcdn.com/broadstripes/O30G2WQkY5Gr8xka/images/project-settings/timeline-types/timeline-filter-funnel.png?fit=max&auto=format&n=O30G2WQkY5Gr8xka&q=85&s=264bd75b3f3917514a2269b36180ca41" alt="Timeline filter funnel" width="570" height="140" data-path="images/project-settings/timeline-types/timeline-filter-funnel.png" />

2. A panel will appear with two sections:
   * **Display timeframe** -- Click one of the segmented buttons (All, 1w, 2w, 1m, 3m, 6m, 1y) to limit the timeline to a specific lookback window. The caption below the buttons confirms your selection in plain language (for example, "Items from the past three months").
   * **Item types** -- Check or uncheck each timeline type to control which types appear. Use the **All** and **None** links to select or deselect everything at once.
3. Click **Apply** to update the timeline column.

<img src="https://mintcdn.com/broadstripes/O30G2WQkY5Gr8xka/images/project-settings/timeline-types/timeline-filter-options.gif?fit=max&auto=format&n=O30G2WQkY5Gr8xka&q=85&s=e7a64f7a178875ffb6ff7a7c94a39a25" alt="Timeline filter options" width="340" height="590" data-path="images/project-settings/timeline-types/timeline-filter-options.gif" />

Your search results will now only display the timeline types and timeframe that you selected.
