My Project Timeline
View activity timeline by project (deal) โ per-project activity tracking
My Project Timeline
My Project Timeline is a screen for viewing all activities of a specific sales project (deal) in chronological order. Projects where you are a member are listed on the left, and selecting a project shows the complete activity history for that project.
Location: Sidebar โ Sales โ My Project Timeline
๐ก Relationship with other timelines: Customer Timeline is customer-based, Contact Timeline is contact-based. This screen is project (deal)-based.
Screen Layout
Uses a two-panel layout.
| Area | Description |
|---|---|
| Left Panel โ Project List | Your active project list. Filterable by search. |
| Center Panel โ Project Info + Activity Timeline | Information card of the selected project and all of its activities. |
Left Panel: Project List
Structure
- ๐ผ Title โ "My Project Timeline"
- ๐ Search Box โ Keyword search by project name. Filters instantly on input.
- Project Card โ Each project shows project name + customer ยท owner.
- Project Count โ Total project count displayed at the bottom.
Access Permission Filter
| Permission | Display Scope |
|---|---|
| Regular User | Only projects where you are registered as a Project Member |
| Admin / Super User | All active projects in the company |
๐ก This is the key difference from Customer/Contact Timeline. Other timelines show all customers/contacts, while this screen only shows projects where you are a member.
Selection Behavior
Clicking a project switches the center panel to that project's information and timeline. The selected project is highlighted with a brand-colored background.
Center Panel: Project Info + Timeline
Project Information Card
When a project is selected, an information card appears at the top:
| Item | Description |
|---|---|
| Initial Icon | First letter of project name in a rounded icon |
| Project Name | Main title |
| ๐ข Customer | Customer company the project belongs to |
| ๐ค Owner | Sales representative in charge |
| Code | Project code (PRJ-YYMM-XXXX) |
| Activity Count | Total number of activities |
| Description | Project description (if available) |
| Main Contact | Primary contact name, position, phone, email |
Activity Timeline
All activities for the selected project are displayed in reverse chronological order.
Timeline Node Icons
| Activity Type | Icon | Color |
|---|---|---|
| ๐ค Meeting | users | Blue |
| ๐น Video Call | video | Purple |
| ๐ง Email | Amber | |
| ๐ฑ Phone Call | phone | Green |
| ๐ฌ SNS | message-circle | Pink |
Activity Card Structure
๐ก Unlike Customer/Contact Timeline, there is no project band. It is omitted since the context is already a single project.
Each activity card consists of the following elements:
โ Activity Header| Element | Example |
|---|---|
| Activity Number | #ACT-0001 |
| Date/Time | 02/15 14:30 |
| Type Badge | ๐ค Meeting |
| Duration | 60min |
Activity title (click to navigate to Activity Board) with deal Owner and activity author displayed below.
โข Bayesian Statistics BadgesShown on activities with Bayesian updates:
| Badge | Meaning |
|---|---|
| P(Win) N% โฒ/โผ | Posterior probability + change from previous |
| โก Imp N% | Impedance |
| Weight of Evidence | Section label |
| ฮฑ=N โฒN | Positive evidence current value + change |
| ฮฒ=N โฒN | Negative evidence current value + change |
| #N | Meeting sequence number |
| ๐ Nd | Silence days since previous activity |
| Condition | Color | Meaning |
|---|---|---|
| โฅ 60% | Emerald | Positive |
| 40โ59% | Amber | Moderate |
| < 40% | Red | Caution |
| Days | Color | Meaning |
|---|---|---|
| โฅ 14 days | Red | Danger โ Extended silence |
| 7โ13 days | Amber | Caution โ Follow-up needed |
| < 7 days | Gray | Normal |
| Tag Color | Content |
|---|---|
| Indigo | ๐ค Contact |
| Blue | ๐ Stage |
| Purple | โก Signal (selected sales signals) |
- Meeting Notes โ Meeting content (rich text)
- ๐ Strategy & Next Steps โ Follow-up actions (brand-colored background)
- ๐ Attachments โ Filename + extension badge. Click to download.
| Feature | Description |
|---|---|
| โค๏ธ Like | AJAX instant update. Toggle behavior. |
| ๐ฌ Comment | Enter text and press Enter. Reflected without page refresh. |
| โฉ Reply | Reply to comments. Click Reply button then input. |
| โ Delete | Author or Admin/Super User only (shown on hover). |
Differences from Customer/Contact Timeline
| Item | Customer Timeline | Contact Timeline | My Project Timeline |
|---|---|---|---|
| Left List | Customers | Contacts | Projects (Deals) |
| Access Filter | All customers shown | All contacts shown | My projects only |
| Query Scope | All project activities of a customer | Activities contact participated in | Single project activities |
| Project Band | โ Yes | โ Yes | โ No |
| Info Card | Customer info + contact list | Contact details | Project info + Main Contact |
Empty States
| Situation | Display |
|---|---|
| No project selected | ๐ผ icon + "Select a Project" message |
| No activities | ๐ icon + "No activities yet" message |
Usage Tips
- Most useful for quickly reviewing the activity flow of your assigned projects. Better than Activity Board for fast, read-only scrolling reviews.
- Track Bayesian statistics changes chronologically to identify which meetings caused P(Win) to spike or drop.
- If silence days (๐) keep increasing for a project, plan follow-up activities immediately.
- Click activity titles to perform detailed editing in Activity Board.