Category: Timelines

ORCHESTRIS support articles for Timelines.

  • What should I do if an event or timeline change does not save?

    What should I do if an event or timeline change does not save?

    What should I do if an event or timeline change does not save?

    Short answer

    If an event, timeline card, question, note, or song does not save, pause before refreshing, click or tap out of the field once, then check whether the change appears on another view.

    Learn moreHow do I edit an event timeline?How do hosts and guests use the planning portal?

    Expected save behavior

    • Most ORCHESTRIS fields should blur-save when you click or tap out of the field.
    • The screen should not jump to the top or reload just because a field saved.
    • Card data should remain in place after refreshing.
    Learn moreHow do I edit an event timeline?How do hosts and guests use the planning portal?

    Quick checks

    • Click or tap outside the field once.
    • Wait a moment for any retry status to clear.
    • Refresh only after giving the save action time to finish.
    • Check the same event from the workspace admin side when a host or guest entry seems missing.
    Learn moreHow do hosts and guests use the planning portal?How do I edit an event timeline?

    What to report

    • Field type
    • Card name
    • Role
    • Event name
    • Exact value that disappeared
    • Whether the issue happened after pressing save, clicking out, dragging, or refreshing
    Learn moreWhat information should I include in a support request?How do I edit an event timeline?

    Related articles

    How do I edit an event timeline?Learn moreHow do hosts and guests use the planning portal?Learn moreWhat information should I include in a support request?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • What should I do if a timeline card does not open on mobile?

    What should I do if a timeline card does not open on mobile?

    What should I do if a timeline card does not open on mobile?

    Short answer

    If a mobile timeline card does not open, refresh the page, try another card, and report the role, device, event, and whether the page stopped accepting taps afterward.

    Learn moreHow does mobile card navigation work?How do hosts and guests use the planning portal?

    Quick checks

    • Refresh the event page.
    • Try another card in the same timeline.
    • Try opening the same card on desktop if available.
    • Confirm the card is visible to your role.
    Learn moreWhat information should I include in a support request?

    What should happen

    • On smaller screens, opening a card should move to a focused card detail view or open a clean mobile-friendly card panel.
    • The back control should be reachable below the phone camera and status area.
    • The page behind the card should not scroll while the card is open.
    Learn moreHow does mobile card navigation work?

    What to report

    • Device model
    • Browser or app
    • Role
    • Event name
    • Card name
    • Whether tapping stopped working after the card failed to open

    Related articles

    How does mobile card navigation work?Learn moreHow do hosts and guests use the planning portal?Learn moreWhat information should I include in a support request?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do task readiness items differ from planning cards?

    How do task readiness items differ from planning cards?

    How do task readiness items differ from planning cards?

    Short answer

    Readiness tasks track whether the event or workflow is operationally ready, while planning cards collect the details, answers, notes, and music requests for the event.

    Learn moreWhat are task boards for?How do I edit an event timeline?

    Readiness tasks

    • Use readiness tasks for high-level checks such as agreement signed, payment received, timeline reviewed, staff assigned, or event ready.
    • Readiness should help identify whether something needs attention without creating a task for every single timeline card.
    Learn moreWhat are task boards for?How do I edit an event timeline?

    Planning cards

    • Use planning cards for detailed event information like must-play songs, ceremony details, vendor notes, guest requests, and timeline prompts.
    • Planning cards should stay editable according to event status and card lock rules.
    Learn moreHow do I edit an event timeline?How do event lock dates and statuses work?

    How they work together

    1. Incomplete planning details can affect event readiness, but they should not overwhelm the readiness view with too many small tasks.
    Learn moreWhat are task boards for?

    Related articles

    What are task boards for?Learn moreHow do I edit an event timeline?Learn moreHow do event lock dates and statuses work?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do I edit an event timeline?

    How do I edit an event timeline?

    How do I edit an event timeline?

    Short answer

    Event timelines are built from sections and cards. Workspace admins can customize the event timeline after it is created without changing the original saved template.

    Learn moreHow do clients and guests request songs?How do I create an event?

    Timeline sections

    • Sections act like headers for a part of the event day and can include a section start time.
    • Use sections to separate ceremony, cocktail hour, dinner, dancing, formalities, or any other planning phase.

    Timeline cards

    • Cards hold the actual planning prompts, notes, song requests, questions, and guest visibility settings.
    • Cards can be customized per event after a template is applied.
    Learn moreHow do clients and guests request songs?How do I create an event?

    Locked cards

    • If a workspace admin locks a card, hosts and guests can view only the allowed information and cannot change the locked content.

    Related articles

    How do clients and guests request songs?Learn moreHow do I create an event?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.