Planning

Control client timeline changes

Choose whether clients can view, suggest, or edit the running order.

1. Open the event in Planning and create a timeline or open an existing one. Use Add timeline item for each activity, local time, duration, instructions, and responsible person.
2. Use Edit item, Move up, Move down, or Delete item to maintain the running order. Print run sheet uses the saved order.
3. Open Timeline settings and client permissions. Choose View only, Suggest changes for approval, or Edit directly, and set Changes allowed until. Leaving the cutoff blank uses the event start.
4. Select Visible to client only for a timeline intended for sharing, then Save timeline settings. Internal items stay out of client views and client printouts.
5. Review Pending client suggestions and choose Accept suggestion or Reject suggestion. If the timeline changed meanwhile, reload and review the latest version before deciding.
6. Use Planning change history to review changes, or Save as timeline template to reuse the structure at another event. Template times are applied relative to the new event’s start.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.