Viewing the Task's Timeline
Timeline view in BoldSales gives you a complete history of all updates, actions, and system‑generated changes on a task. This guide shows how to access the timeline from the task details page, review activity entries, and use filters to quickly find specific updates.
Accessing the timeline
- Go to Activities > Tasks from the left sidebar (Shortcut G + T).
- Click the task to open its details page.
- Go to the Timeline tab.
Viewing timeline details
In the Timeline, you can view:
- What changes were made: Each entry shows the exact update performed, for example, field value changes.
- Who made the changes: The timeline indicates whether the update was performed by a specific user in your workspace or generated automatically by the system.
- When the change occurred: Every activity includes a timestamp so you can see the exact date and time the update happened.
Filtering the timeline
Use the Filter option to narrow down updates and quickly find specific records.
Count
The Count option controls how many timeline entries are displayed at once. You can choose to view a specific number of the most recent or initial records or display all records if needed.
Available options include:
- Recent 10/20/50/100 – Shows the most recently added records.
- Initial 10/20/50/100 – Shows the earliest (first added) records.
- All – Shows every record in the list.
Date range
The Date range filter lets you narrow down records based on when the timeline entries were created. You can choose a preset range or define a custom period.
Preset options include:
- Today
- Yesterday
- This week
- This month
- Last month
You can also set a custom date range.
Added by
Use the Added by to view updates based on who performed the action:
- All – Shows updates made by all users and automations.
- User – Manual changes made by a specific user.
- Workflow automation – System-triggered updates.
- Auto assignment automation – Automatic assignment changes.
Click Apply to filter the records or Reset to clear your selection.
The image below illustrates the timeline section of a task.
