Timeline View in CRM - a linear way to visualize records over time

Timeline View in CRM - a linear way to visualize records over time

Hello all,

We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records by days, weeks, months, or quarters.

In other words, this view offers you a bird’s-eye perspective of the entire module, factoring in "time" as a critical parameter or scale to display records, based on which you can make quick, broad inferences, at a glance, before delving into detailed specifics.



With the new Timeline View, you can:

  • Achieve a consolidated, visual representation of records plotted across a timeframe from which you can derive important time-centric inferences, such as identifying which tasks are ongoing, completed, or yet to begin.
  • Gain insight into the duration of a record or task.
  • Stay organized by providing a clear, chronological layout of your work, making it easier to allocate resources, monitor ongoing tasks, and ensure everything stays on track.

Let us look at a few scenarios to get a clearer understanding of the functions and benefits of the Timeline View.

Scenario I:

Olivia, the Operations Manager at Zylker Properties, manages a variety of projects and tasks, juggling the complexities of planning and execution in her daily workflow. To stay organized and efficient, she uses the Timeline View, a versatile tool that visually arranges records along a timeline, based on their start and end dates.



Let's look into what all she can achieve by using the Timeline View

  1. It allows Olivia to quickly identify the Property Deals that are In Progress (represented by blue bars), making it possible for her to prioritize and direct her team's attention to these active transactions. 
  2. Besides, she can also see the Completed Property Deals (marked in green), and Property Deals slated for future execution (that appear in yellow).
  3. This intuitive color-coding system provides a comprehensive snapshot of each Property Deal, allowing Olivia to assess the status of the entire set of deals at a glance.


  4. Additionally, she can also track the lifespan of each property deal, gaining valuable insight into where adjustments or interventions may be required. 

  5. She can spot trends, such as which periods experience higher volumes of property deal creation and closing, allowing for more effective resource planning.


  6. To optimize team performance further, she can group property deals by deal owner, providing a clear view of each team member’s workload.

  7. Besides, this feature enables her to assess how many property deals each person is managing, ensuring a balanced distribution of responsibilities and improving overall efficiency across the team.


Scenario II:

Yvonne Riehl, the Sales Onboarding Manager at the organization, oversees the onboarding process for new sign-ups. To manage the workload effectively and ensure an even distribution of responsibilities among the team, Yvonne uses the Timeline View. This tool visually displays each onboarding session along a timeline, allowing Yvonne to group the sessions by team member.

With this view, Yvonne can quickly identify when a team member is overloaded with too many onboarding sessions scheduled at a particular time. She can then make adjustments by resizing or repositioning the sessions on the timeline, balancing the workload and ensuring that no one is overwhelmed. This streamlined approach helps Yvonne optimize scheduling and maintain a smooth and efficient onboarding process for both the team and new customers.



Note.
Records without a Start Date or with an End Date earlier than the Start Date will not appear in the Timeline View and will still be visible in the List View.
Records that have a Start Date, but do not have an End Date, are represented as in the image below.

Users will need 'Manage Views' profile permissions to create and edit the Timeline View configuration.

What's next:
Provide the ability to mark a record as complete based on a picklist value.

Availability: Opened to all customer accounts in all DCs who have enabled CRM for Everyone.
Editions: Enterprise and above
DCs: All

      • Recent Topics

      • Setting certian items to be pickup only

        How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

      • Using gift vouchers

        We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

      • Automatically updating field(s) of lookup module

        I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

      • Zoho Commerce and Third-party shipping (MachShip) API integration

        We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

      • Adding custom "lookup" fields in Zoho Customization

        How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

      • Can you import projects into Zoho Projects yet?

        I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

      • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

        Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

      • Automation #10 - Auto Assign Ticket based on Keywords

        This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

      • Automate attendance tracking with Zoho Cliq Developer Platform

        I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

      • Reusable Custom Functions Across Department Workflows

        Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

      • Don't Allow Customer to Edit Values After Submitting Ticket

        After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

      • Analytics <-> Invoice Connection DELETED by Zoho

        Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

      • text length in list report mobile/tablet

        Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

      • Automation #4 - Auto Delete Tickets based on Rules

        This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

      • Zoho Community Digest — Enero 2026

        ¡Hola, comunidad! 🌟 Aquí os traemos las novedades más interesantes de Zoho durante este mes de enero, incluyendo actualizaciones de productos, integraciones y un recordatorio sobre los workshops certificados que vuelven a España. 🎓 Eventos y Comunidad

      • Automation #3 - Auto-sync email attachments to tickets

        This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

      • Automation #11 - Auto Update Custom Fields with Values from Emails

        This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

      • Automation #13 - Auto assign tickets based on agent shift time

        This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

      • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

        Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

      • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

        Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

      • Automation#19:Auto-Close Tickets Upon Task Completion

        Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

      • Automation #15: Automatically Adding Static Secondary Contacts

        Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

      • Improved UX design for Projects CRM integration

        The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

      • Link Purchase Order to Deal

        Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

      • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

        Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer

      • Zoho Commerce - Poor Features Set for Blogging

        Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

      • Security Enhancements | Migrate to the Updated Policies

        Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the

      • Bring Zoho Shifts Capabilities into Zoho People Shift Module

        Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

      • Facturation électronique 2026 - obligation dès le 1er septembre 2026

        Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

      • How to block a WhatsApp user for sending spam

        Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

      • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

        Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

      • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

        Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

      • Automation#20 : Auto-Add Ticket Tags based on Keywords

        Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

      • Automation#21: Track Ticket Transfers Across Departments

        Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

      • Homepage not assignable to group

      • MS Teams for daily call operations

        Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

      • Automation#22 Track Ticket Duration at Specific Status

        Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

      • Next Page