Task activity timeline preset and controller

Use the Task activity timeline preset and controller to add the Timeline component as a standalone component on task record pages such as case or incident.

The timeline uses icons to display record events and colors to show ranges of time, such as when a case is with the agent or the customer. Agents can use the timeline in the following ways:

• Zoom in and out.
• Select the Show details toggle to display more information.
• Hover over the icons to show tool tips.

For more information about the timeline features, see CSM Configurable Workspace form ribbon and components.

Figure 1. Timeline component with Task activity timeline preset and controller

The Timeline component is available in the UIB toolbox. This component displays activities for task-based records such as cases or incidents in a timeline view. It uses the resolution shaper configuration to automatically fetch and organize your data.

To add the Timeline component to a record page as a standalone component, the admin can select the Task activity timeline preset and controller and complete the component configuration. For more information, see the following topics:

• Add the Timeline component as a standalone component
• Enable the Timeline component to refresh