Timeline User Guide

Overview

• Time To Get Started
• How We Capture Your Time
• How We Automate Your Time
• Signing in with Single Sign-On (SSO)
• Supported Systems & Requirements for TBP
• Timeline vs. Timesheet

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Key Workflows

• How to Bulk Edit your Entries
• How to Select & Deselect Activities & Entries
• How To Search Your Billing System
• How To Edit Your Captured Time
• How To Edit Narratives
• How To Assign & Re-assign Your Time

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Features

• Feature Guide: Reference Mode
• Billing Connect
• Client / Matter Nicknames
• Activity Details: Hover for more information
• Add to Previous / Next: Assign Time Quickly
• Daily Release Status: View your Week and Month at a Glance

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Integrations