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Creating a Timeline

The Timeline organizes case events chronologically, helping legal professionals track and analyze cases visually.

Updated over 10 months ago

Timelines are automatically generated based on all summary cards associated with a case, aggregating information from multiple documents:

  • Summary cards with dates are organized chronologically in the main timeline view

  • Each summary card's position is determined by its associated date

  • Summary cards without dates are automatically placed in the "Unassigned Cards" section on the right

  • The timeline provides a consolidated view of events across all case documents

This automatic organization ensures that you have a comprehensive overview of your case's chronology while keeping undated information easily accessible in the unassigned section.

Timeline Sections

The Timeline view is divided into two main sections:

1. Timeline Events

  • Contains all summary cards with associated dates

  • Cards are automatically organized chronologically

  • Users can manually reposition cards within the timeline

  • When repositioning, users can:

    • Update the card's date based on its new position

    • Maintain relative positioning to other cards

2. Unassigned Section

  • Houses cards without dates

  • Contains cards manually moved from Timeline Events

  • Allows for flexible organization of non-date-specific information

Interacting with Timeline Cards

TLDR

  • Knool cards with date information are automatically placed on the Timeline

  • Use filters or move cards from the Timeline to the Unassigned section to change the timeline view

  • Events can be relatively positioned by dragging and dropping a card on the timeline

Users can interact with timeline cards in several ways:

  • Click any card to view detailed summary information

  • Drag and drop cards to reorganize the timeline

  • Move cards between Timeline Events and Unassigned sections

Filtering and Search

The Timeline view offers comprehensive filtering options:

Timeline Events Filters:

  • Documents

  • Review status

  • Custom filters

Unassigned Section Filters:

  • Significance

  • Topics

  • Participants

  • Impact

  • Review status

Export Functionality

Users can export timeline events to a Word document for sharing or documentation purposes.

The Timeline view provides a comprehensive visual representation of case events, making it easier to understand the chronological flow of legal proceedings and manage case-related information effectively.

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