---
title: "Timeline"
slug: "timeline"
updated: 2026-07-31T17:09:40Z
published: 2026-07-31T17:09:40Z
canonical: "docs.cotality.com/timeline"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Timeline

### Timeline

        The Dashboard Timeline is a centralized activity monitor that displays a running history of your clients' interactions with their listings and searches. This tool gives you immediate visibility into recent OneHome™ activity, enabling you to track engagement levels and view client updates without digging into individual contact records.
        

        
            
                
                    
                        
                        

Manage the OneHome™ Activity Timeline.

                        

                    
                    

                        
                            
                                
                                

Click [here](/docs/timeline#) to view this Dashboard Timeline image.

                            

                            ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/timeline-1a-f.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A15Z&se=2026-11-06T00%3A41%3A15Z&sr=c&sp=r&sig=Ol8hKswqUS3QdHhaP3qIgm6aT4AyMLGsATWEn036fu8%3D)
                        

                        
                            
                            
                                

**Refresh:** refreshes the timeline to display the most recent portal activity.

                            
                        

                        
                            
                            
                                

**Settings:** select to display which portal actions you'd like to view in the timeline.

                            
                        

                        
                            
                            
                                

**Open/Close:** close the timeline drawer.

                            
                        

                        
                            
                            
                                

**Link:** select a link to view additional information.

                            
                        

                        
                            
                            
                                

**Ellipses:** select the ellipses to expand the associated timeline item.

                            
                        

                        
                            
                            
                                

**View All:** view a dedicated Timeline page.

                            

                            
                                
                                    
                                    
                                        

**Date:** select the activity timeframe.

                                    
                                
                            

                            
                                
                                    
                                    
                                        

**Name/Address:** filter activity by client's name or property address.

                                    
                                
                            

                            
                                
                                    
                                    
                                        

**Type:** select the type of activity that you'd like to view.

                                    
                                
                            

                            
                                
                                    
                                    
                                        

**Settings:** select to display which portal actions you'd like to view in the timeline.

                                    
                                
                            

                            
                                
                                    
                                    
                                        

**Notes:** reply to a client's listing note directly from the Timeline.

                                    
                                
                            

                            
                                
                                

This dedicated Timeline page can also be accessed directly via **My Matrix™ > Timeline**.

                            

                            
                                
                                    
                                    

Click [here](/docs/timeline#) to view this dedicated Timeline Page image.

                                

                                ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/timeline-1-f-i-v.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A15Z&se=2026-11-06T00%3A41%3A15Z&sr=c&sp=r&sig=Ol8hKswqUS3QdHhaP3qIgm6aT4AyMLGsATWEn036fu8%3D)