Jointly's Timeline holds the deal and contract key dates. As a Business account administrator you can set key dates for your whole team, so every deal starts with the same standardised checklist of events.
You configure them per deal type — Buyer, Seller, Tenant, Landlord and Referral events — and choose which event in the deal makes each set appear.
What are timeline key date triggers?
A trigger is the event in the deal that makes a set of key dates appear on the timeline. Once a template is set up in the team's Timeline Preferences, its events appear on their own as soon as the trigger happens — nobody has to add them deal by deal.
Triggers include:
the client deal being created
an offer being submitted
an offer being executed
the contract closing
So events tied to execution, for example, appear as soon as the deal is marked Executed.
Triggers are not the only way events get onto a timeline. On any individual deal you can also load a template's events yourself, or create a one-off event that no template covers. See Adding events to a single deal below.
How do I set team timeline key dates?
Go to the Team icon in the left bar.
Select Timeline Preferences.
Pick the team at the top, then choose the deal type in the left-hand list — Buyer Events, Seller Events, Tenant Events, Landlord Events or Referral Events. (Calendar Settings, at the top of that same list, is covered further down.)
Select + ADD EVENT TEMPLATE, at the top right of that deal type's panel.
Name the template and choose the trigger — when you want its events to appear on the timeline. Click Save.
The template appears in the list with its trigger underneath its name — for example Trigger: On Contract Closed — and its events shown as a table: EVENTS, DEADLINE, ASSIGNEE, ALERTS. Use Search by Name above the list if you have a lot of them.
To add events to the template, select the Add an event icon on the template's row.
Fill in the event panel, then Save:
Event Name
Default Status — Pending unless you change it
Default Deadline — can be relative, such as 5 days before another date
Default Description
Default Assignee — can be a role, such as Buyer Agent or Buyer TC, so the template works on any deal
Notifications — use Add Notification
Default Calendar Sync
To change or remove a template or an event, use the edit or delete icon on its right-hand side.
Calendar Settings
Calendar Settings is the first item in the Timeline Preferences list, above the deal types, and it is what Jointly opens on. It is where you connect the calendar your team's timeline events sync to, and decide when that calendar gets used.
Connecting the team calendar
In Timeline Preferences, pick the team at the top, then select Calendar Settings.
With nothing connected yet, the panel shows Default Calendar: and a CONNECT CALENDAR button. Click it.
Sync a Calendar opens and asks you to connect a new calendar by selecting an option below: Sign in with Google or Sign in with Microsoft. Sign in to the account you want your team's timeline events to sync to.
The connected calendar is then listed with its provider icon, the account name and its email address, and a DISCONNECT button to remove it.
If the connection later lapses, a RECONNECT button appears next to it. Until you use it, the calendar shows as Re-authentification required in the deal's calendar picker and events do not sync.
When should this calendar be used?
With a calendar connected, you choose one of two options:
Set this as the default calendar if the agent's calendar is not synced — the team calendar is used automatically whenever the agent on the deal has not synced one of their own. This is the option selected to begin with.
Allow this to be selected as an option — the team calendar is offered on the deal, but is not applied on its own.
These settings only apply to new deals and will not affect existing transactions. If you change them, deals already underway keep whatever they had.
Your own calendar, as an agent
Each agent also has a Calendar Settings of their own, in their account's Timeline Preferences. It works the same way, but the question is When acting as an Agent on a deal: and the options are Use this calendar by default or Allow me to select it as an option.
Choosing the calendar on a deal
The deal's timeline has a calendar selector in its top right. It reads No calendar selected until one is chosen, and shows the calendar's name once it is.
The calendars on offer there are grouped by where they come from — TEAM DEFAULT for the one connected in the team's Timeline Preferences, and MY ACCOUNT for the agent's own. If the agent has none, the menu offers Connect my calendar. To stop syncing, use Unsync calendar from deal on the calendar that is currently selected.
Individual events carry their own Calendar Sync settings as well — Default Calendar Sync in a template — including Mark as busy and Include description in Calendar.
Adding events to a single deal
You do not have to wait for a trigger, and you are not limited to what the team's templates contain. On any deal you can load a template's events or create a one-off event, both from the same button.
The timeline sits inside the deal's section — in a buyer deal, for example, it is Representation Timeline under Representation. While it is empty it reads "No events to display. Add an event or load up an event template using the button below."
Open the deal and go to its Timeline.
Click ADD EVENT, at the bottom of the timeline.
The Add Event dialog offers two options: Select an Event Template and Create a New Event.
Loading a template's events
Choose Select an Event Template. The templates are listed under Event Templates, with Search by event template name above them.
Pick a template. Confirm Event Template opens and asks you to select the events that you want to apply to your current timeline — one checkbox per event, plus a row for the template itself with a count, such as Optional Events - Buyer Deal (2/2), which ticks and unticks all of them at once.
Untick anything this deal does not need, then click CONFIRM.
Only the events you ticked are added, and the template itself is unchanged for every other deal.
The new events appear on the timeline under Scheduled Events, each with its date, whoever it is assigned to, and a status of PENDING that you can change from the timeline.
Creating a one-off event
If what you need is not in any template, choose Create a New Event instead. It applies to that deal only and does not touch the team's Timeline Preferences — so it is the right choice for something specific to one client or one property.
The fields are the template ones without the Default prefix:
Name
Status — Pending unless you change it
Deadline — a date, optionally with a time, or Set smart deadline based on contract date to have it move with the contract
Description
Assignee
Notifications — Add Notification, then a Channel of Text or Email
Calendar Sync
Removing an event you do not need on a deal
Every deal that meets the trigger receives the same set of team events, including recurring calendar events. If one particular deal does not need one of them, you do not have to change the team's preferences. Mark the unwanted event complete on that deal's timeline and it will stop prompting you, while the template stays in place for everyone else.
Editing or deleting an event in Timeline Preferences changes it for the whole team going forward, so use that only when the event should no longer apply to any deal of that type.