Sarah, our Head of Product and Brooke, our Customer Success extraordinaire will draw on her years of experience managing timelines and projects to discuss all things dates in Streamtime, from timelines to milestones

Now if you have ever meet Brooke, you will know that she is 100% in love with a really great template. So for our first part we are going to show you the benefits of having a well created your timeline for your templates.
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Feeling a bit lost with timelines and dependencies? No worries - we've got you covered. Take a look at our handy article on Timelines to get up to speed.
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Brooke also mentions that timelines impact things like, the Schedule section, the To Do sidebar, the WIP Report, the availability modal and custom reports in the jobs list .

Not all clients fit neatly into predefined templates. In this section, we share valuable insights on how to adapt timelines to cater to your unique client and team requirements.

In project management, milestones are essential. In this section, Brooke shares her approach to using milestones to keep track of important client dates, like presentations and feedback deadlines. Using milestones like this allows you seperate client deadlines from internal timelines.

To learn more about milestones, check out this article on the subject.

In addition, we talk about how to communicate key dates with clients. If you're interested in finding out more about sharing your timeline with your team and clients, check out this helpful article.

Change is bound to happen. In this section, we demonstrate how to adapt a timeline when a client shifts a milestone.

Typically, the client's requested a minor milestone change just after you've got your team's schedule all sorted, right? No need to fret though, Brooke's got you covered. She'll show you how to make the necessary tweaks to the timeline and reshuffle your team's ToDo's in the schedule view.

Not quite friends with the Schedule yet? This article could help you get acquainted.

Now that we've sorted out the schedule with that change, it's time to take a bird's eye view of all our upcoming milestones across the business in the Schedule View. Sarah's got a nifty tip for us – she'll show how we can use a filter to see all jobs with milestones due in the next week or month. Handy, right?

Are you wondering how all the timelines and milestones you've created benefit your team? We explain how it impacts your team's ToDo Screen in this section.

If you want more details on how the ToDo Screen's sidebar is organised, check out this article.

Your hard work benefits not only your team, but also the overall scheduling process. With the right dates planned, you can take full advantage of the Availability modal in the schedule view. Letus guide you on using the unscheduled toggle to prevent overloading team members with planned work. This feature also provides a big picture view of your team's availability for future planning.

For more details on the availability modal, check out this informative article.

Naturally, everything circles back to billing. In this final part, Brooke will demonstrate how attaching dates to all your quotes, invoices, and expenses unlocks the true potential of the Billing Report.

For a deeper dive into Quotes, Invoices, Expenses, and the Billing Report, we've got an abundance of information for you.

And there you have it, folks! It's clear as day that making a date with your dates isn't just a whimsical phrase. It's a game-changer. Whether it's about planning for the future with the availability modal, streamlining your team's tasks, or unlocking your Billing Report's full potential, attaching dates to your projects has significant, wide-ranging benefits. So, let's not push those dates to the side any longer! Embrace them, plan them, and watch how they revolutionise your processes. Remember, in our world of project management, it's all about making those dates count!