Overview
The Timeline view helps you track important dates across all your contracts. Monitor expiring contracts, upcoming options, and key milestones to stay ahead of critical deadlines.
Accessing Timeline
Navigate to Contracts > Timeline in the project sidebar.Timeline Tabs
Expiring
Shows contracts that are expiring soon:| View | Shows |
|---|---|
| Next 30 Days | Contracts expiring within a month |
| Next 90 Days | Contracts expiring within a quarter |
| Next Year | Contracts expiring within 12 months |
Expired
Shows contracts that have already expired:| View | Shows |
|---|---|
| Past 30 Days | Recently expired contracts |
| Past 90 Days | Contracts expired in last quarter |
| All Expired | All expired contracts |
Timeline Information
Each contract in the timeline shows:| Field | Description |
|---|---|
| Contract Name | Document identifier |
| Contract Type | Recording, Publishing, etc. |
| Entities | Contracting parties |
| Expiration Date | When the contract ends |
| Days Until/Since | Countdown or count-up from expiration |
| Actions | Quick access to view contract |
Date Types
The AI extracts and tracks multiple date types:Expiring
| Date Type | Description |
|---|---|
| Term Expiration | When the main contract term ends |
| Option Deadlines | When options must be exercised |
| Accounting Period Ends | Financial reporting deadlines |
Expired
| Date Type | Description |
|---|---|
| Fully Expired | Contract term has ended |
| Options Lapsed | Unexercised options past deadline |
| Renewal Window Closed | Missed renewal opportunity |
Filtering Timeline
Filter the timeline by:| Filter | Options |
|---|---|
| Contract Type | Recording, Publishing, Distribution, etc. |
| Entity | Specific contracting parties |
| Date Range | Custom date range |
Timeline Actions
From the timeline, you can:| Action | Description |
|---|---|
| View Contract | Open the full contract details |
| Set Reminder | Create a reminder for this date |
| Add Note | Attach a note about the deadline |
| Export | Export timeline data |
Notifications & Reminders
Automatic Notifications
The system can automatically notify you:| Trigger | Notification |
|---|---|
| 30 Days Before | Contract expiring in 30 days |
| 7 Days Before | Contract expiring in 7 days |
| On Day | Contract expires today |
| Option Deadline | Option exercise deadline approaching |
Manual Reminders
Set custom reminders:Using Timeline Effectively
Weekly Review
Schedule a weekly timeline review:- Check “Expiring in 30 days”
- Review any new additions
- Note contracts needing action
- Assign follow-ups to team members
Monthly Planning
Use the 90-day view for planning:- Identify contracts expiring next quarter
- Plan renewal negotiations
- Budget for potential changes
- Coordinate with relevant parties
Best Practices
Check timeline weekly
Check timeline weekly
Make timeline review part of your regular workflow.
Set reminders early
Set reminders early
Don’t wait until the last minute - set reminders 60-90 days out for important contracts.
Export for meetings
Export for meetings
Export timeline data for stakeholder meetings and planning sessions.
Connect with dashboard
Connect with dashboard
The Project Dashboard also surfaces expiring contracts for quick visibility.