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Timeline Overview

The Timeline feature in Smart Drive helps you track important dates across all your contracts, including execution dates, expiration dates, option periods, and custom milestones.

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Timeline Views

Access timeline views through Documents → Timeline:

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Expiring Contracts

Shows contracts approaching their expiration date:
FilterDescription
This MonthExpiring in the current month
Next 30 DaysExpiring within 30 days
Next 90 DaysExpiring within 90 days
This QuarterExpiring in current quarter
This YearExpiring in current year

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Expired Contracts

Historical view of contracts that have already expired:
FilterDescription
Last 30 DaysExpired within past 30 days
Last 90 DaysExpired within past 90 days
This YearExpired in current year
All TimeAll expired contracts

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Date Types Tracked

Smart Drive tracks multiple date types from your contracts:
Date TypeDescription
Execution DateWhen the contract was signed
Effective DateWhen terms become active
Term StartBeginning of the contract term
Term End / ExpirationEnd of the contract term
Option DatesExtension or renewal option deadlines
Accounting Period EndsStatement/payment due dates
Custom DatesAny additional dates you define

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Using the Timeline

The view shows contracts and dates on a timeline:
ColumnDescription
Contract NameName of the contract
Date TypeWhat kind of date this is
DateThe actual date
Days UntilDays remaining (or past)
EntityPrimary entity on the contract
ActionsQuick actions for the contract

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Setting Up Notifications

Get notified about upcoming dates:
1

Go to Settings

Navigate to Settings → Notifications.
2

Enable Timeline Alerts

Turn on notifications for contract dates.
3

Configure Timing

Set how far in advance to receive alerts (30, 60, 90 days, etc.).
4

Choose Channels

Select email, in-app, or both.

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Notification Types

NotificationDefault TimingDescription
Expiration Warning90 daysContract approaching end
Option Deadline30 daysOption period decision due
Renewal Reminder60 daysRenewal decision needed
Custom AlertConfigurableYour custom date alerts

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Dashboard Integration

The Dashboard shows timeline highlights:

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Attention Card

Contracts needing immediate attention:
  • Expiring within 30 days
  • Missed option deadlines
  • Overdue renewals

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Timeline Widget

Quick view of upcoming dates across all contracts.

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Exporting Timeline Data

Export timeline information for external use:
1

Select Date Range

Choose the time period to export.
2

Click Export

Click the Export button.
3

Choose Format

Select CSV, Excel, or calendar format (ICS).

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Custom Date Tracking

Add custom dates not automatically extracted:
1

Open Contract

Navigate to the contract document.
2

Go to Dates Section

Scroll to the Dates section in the extracted data.
3

Add Custom Date

Click Add Date and fill in the details.
4

Set Notification

Optionally enable notifications for this date.

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Best Practices

Make it a habit to check the timeline view weekly for upcoming dates.
For critical dates, set reminders at 90, 60, and 30 days out.
When exercising or declining options, add notes to the contract.
Export critical dates to shared calendars for team awareness.

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Agents for Timeline Management

The Chasing Agent can automate timeline-related tasks:
  • Send automatic reminders to stakeholders
  • Generate renewal summary reports
  • Track response status

Dashboard Agents

Learn more about automated agents for timeline management.