How to use CreatiBI
Language
  • CreatiBI
    • ๐Ÿ‘‹Welcome to CreatiBI
    • ๐Ÿ˜›CreatiBI home page
  • Fundamentals
    • ๐Ÿ‘ฅAccount
      • Create account
      • Log in & log out account
      • Reset password
      • One account, multiple spaces
      • Account setting
        • Profile
        • Notification
        • Account
        • Display
    • ๐ŸขOrganization and workspace
      • Organization
        • Create an organization
        • Join an organization
        • Leave an organization
      • Guest
      • Workspace
        • Create a workspace
        • Join a workspace
        • Leave a workspace
        • Manage a workspace
      • Permission
    • ๐Ÿ‘จโ€๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘งTeam
      • Find a team
      • Create a team
      • Join a team
      • Team setting
        • Team admin and member
        • Team permission
    • ๐Ÿ’พProject
      • Project setting
      • Project owner and member
      • Project permission
      • Project overview
      • Project tab
      • Script and media review permission
    • ๐Ÿ“ฆPortfolio
      • Timeline
        • Edit and filter timeline
        • Add, edit and delete event
      • Permission
    • ๐Ÿ“ฉInbox
    • ๐Ÿ”‘My task
    • ๐Ÿ’ชApp integration
      • Google Ads integration
      • YouTube integration
      • Ocean Engine integration
      • Douyin integration
    • ๐ŸŽฎAdmin console
      • Manage member
      • Manage team
      • Manage bill
      • Manage application
      • Manage setting
  • Product Guides
    • โœ๏ธScript
      • Start with an empty script
      • Start with a storyboard
      • Start with a speaking script
      • Comment on script
      • Review script
      • Modify script
      • Manage more scripts
        • Add custom fields to script table
        • Filter, sort, hide, and group the script table
      • Derive script
    • ๐Ÿ“ธMedia review
      • Comment on media
      • Compare media
      • Approve media
      • Modify media
      • Manage more media
        • Add custom fields to media review table
        • Filter, sort, hide, and group the media review table
    • ๐Ÿ”Creative
      • Manage more creatives
        • Batch rename creatives
        • Add custom fields to creative table
        • Filter, sort, hide, and group the creative table
    • ๐Ÿ“ขDistribution
      • Manually publish the creative on ad platforms
        • Google Ads
      • Manually post the creative on social media
        • Douyin
      • Modify and cancel your distribution plan
    • ๐Ÿ“ˆReporting
      • Ad platform
      • Social media
    • ๐ŸšฆWorkflow
      • Script review workflow
      • Media review workflow
    • โณTimeline
      • Edit timeline
      • Filter and sort timeline
      • Add, edit and delete event
    • ๐Ÿ—‚๏ธCustom field
    • ๐Ÿ“Custom rule
      • Trigger
      • Action
  • Community
    • ๐Ÿ”ฅSay hi!
  • Update log
    • ๐Ÿ› ๏ธUpdate log
  • Troubleshooting
    • ๐Ÿ“กBrowser and connectivity issues
  • Terms & Privacy
    • Privacy Statement
    • Terms of Use
    • Subscriber Agreement
    • Cookie
Powered by GitBook
On this page
  1. Fundamentals
  2. ๐Ÿ“ฆPortfolio

Timeline

PreviousPortfolioNextEdit and filter timeline

Last updated 9 months ago

The setting of the portfolio timeline is almost the same as in the Project Timeline.

  1. Go to one of your portfolios on the left pane and hit "Timeline" at the top;

  2. You can find one red vertical line denoting "Today" in the Gantt Chart with all projects on the left;

    • If you haven't included any project yet, the left pane will be blank;

  3. You can find the overall project progress on the left: "On track", "At risk", "Off track", "On hold", "Complete" and "No updates";

  4. Choose one of the grey arrows on the Gantt Chart to track the corresponding project status;

  5. If you are interested in any of the projects, simply choose one project on the left and you will be led to the project;

  6. Repeat the above steps to check the timeline for more projects!

Like what you see? Get started with a free 30-day CreatiBI trial today. Try for free.