Property Timelines

Overview

To view a timeline, open a property or owner and click the Timeline tab → read the events newest-first and turn on Advanced mode to see automatic changes → use the search, category and date filters to narrow it → click the Print icon to save it as a PDF.

Open and read a timeline
1
Open the Timeline tab
Open the record you want the history for — a property, an owner, a supplier or a service request — and click the Timeline tab at the top of that record.
2
Read the events
Events are grouped by date with the most recent at the top; scroll down for older activity. Click an event to expand it and see who recorded it, plus any attachments and comments.
3
Show automatic changes
Turn on the Advanced mode toggle to reveal automatically-recorded field updates — rent changes, status changes and the like. Your choice is remembered for next time.

Note: A timeline that looks empty often isn't — basic mode hides automatic field updates. Switch on Advanced mode before assuming nothing has been recorded.

Add an event
1
Open the add-event form
Click the Actions button (top right) and choose Add an event.
2
Describe the event
Enter a Title, pick a Category (including Note, Phone Call, Email, SMS, Reminder and Document), and write the Details.
3
Set when it happened
Set the Date and the Time of day — the time defaults to midday if you don't change it.
4
Attach a file (optional)
Click Add an attachment to upload a PDF or image — for example a receipt or a photo. Both are optional.
5
Save
Click Save event. It appears on the timeline at the date and time you set.

Note: Log phone calls and notes as you go — a printed timeline is the record you'll rely on as evidence at the Tenancy Tribunal.

Filter the timeline to find events
1
Search by keyword
Type into the Search for an event field to match events by their title or details.
2
Filter by category
Open the category filter and tick the types you want — the options use singular labels: Note, Phone Call, Email, Reminder, Signature and so on. Each option shows how many events it has.
3
Filter by source and date
Use the source filter to limit events to where they came from (the property, tenancy or owner), and the Filter by date control to restrict to a date range.
4
Clear the filters
To start again, remove each filter — or, if the No events match your filters message appears, click Clear filters to reset them all at once.
Print the timeline
1
Open the print options
Click the Print icon at the top of the timeline (or use the Actions button → Print events). The Print timeline events window opens.
2
Choose what to include
Click Select all events from current scope to print everything matching your current search and filters, or Manually select/deselect timeline events to pick individual events.
3
Set the print options
Turn on any of Include table of contents, Include emails, Include attachments and Include comments, then choose Ascending (oldest first) or Descending (newest first) order.
4
Print
Click Print to generate the PDF.
5
Or print a single event
To print just one event, expand it on the timeline and click Print event — no filtering or selection needed.

Note: Select all events from current scope only includes events that match your current search and filters, so set those first — otherwise the PDF will contain the whole timeline.

Read an owner’s timeline
1
Open the owner
Click Property Owners in the left menu and open the owner (or reach them from a property's Owner section).
2
Open the Timeline tab
Click the Timeline tab on the owner's record.
3
Read the owner’s history
You'll see activity recorded against the owner — statements emailed to them, communications, and any notes and reminders you've logged. Adding, filtering and printing work exactly as they do on a property.

Note: An owner's timeline is scoped to the owner, not to any one property. Record property-specific activity on that property's timeline so it shows up where you'll look for it.

Frequently asked questions

Why does my timeline look empty?

Basic mode hides automatically-recorded changes. Turn on the Advanced mode toggle to see field updates such as rent and status changes — most "empty" timelines just have advanced mode switched off.

Can I edit or delete an event?

Yes, for events you added manually — expand the event and click Edit event or Delete event. Automatically-recorded system events can't be edited or removed.

What does the printout include?

Select all events from current scope prints every event matching your current search and filters, so set those first. Alternatively use Manually select/deselect timeline events to hand-pick events, or expand a single event and click Print event.

Can I add photos or documents to an event?

Yes — click Add an attachment in the add-event form and upload a PDF or image (PNG or JPEG). You can add more than one.

What’s the difference between a property and an owner timeline?

They're separate histories. A property's timeline covers everything about that property and its tenancies; an owner's timeline covers activity against the owner, such as statements emailed to them. The same read, filter and print tools apply to both.

Related articles

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us