Watch the video below on how to effectively utilise the timeline widget within a pod to summarise key steps and timelines for a customer journey, alternatively read the step-by-step guide below:
Step-by-step guide:
Open the desired pod where you want to add the timeline widget.
Scroll down to find a suitable space for the timeline widget.
Click on the plus button or select the widgets option.
Locate the timeline widget and drag and drop it into place.
Start building the timeline by adding titles for each time frame (e.g., week 1, week 2, monthly).
Add specific steps under each title to outline the tasks to be completed.
Assign due dates for each step to track progress.
Users can tick off completed steps and attach files or images for additional information.
Reorder steps if necessary by dragging them into the desired sequence.
Customise the widget by changing colours for completed and incomplete steps, as well as the layout (horizontal or vertical).
Cautionary Notes:
Ensure that steps are clearly outlined and due dates are realistic to maintain progress tracking.
Double-check the order of steps to avoid confusion in the timeline.
Avoid overloading the timeline with too many details to keep it clear and concise.
Tips for Efficiency:
Use the timeline widget in conjunction with a mutual action plan to provide detailed instructions for achieving specific goals.
Experiment with different layouts and colour schemes to enhance the visual appeal and clarity of the timeline.
Regularly update the timeline as progress is made to keep all team members informed about the customer journey.
By following these steps, you can effectively utilise the timeline widget within pods to streamline communication and planning for customer interactions.