{"id":73207,"date":"2026-08-03T11:00:00","date_gmt":"2026-08-03T14:00:00","guid":{"rendered":"https:\/\/reportei.com\/?p=73207"},"modified":"2026-07-22T12:11:05","modified_gmt":"2026-07-22T15:11:05","slug":"how-to-use-timeline-to-organize-marketing-teams","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/how-to-use-timeline-to-organize-marketing-teams\/","title":{"rendered":"How to use Timeline to organize marketing teams"},"content":{"rendered":"<h2><span style=\"font-weight: 400;\">Use the Reportei Timeline to organize information with your team during remote work<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The <\/span><a href=\"https:\/\/reportei.com\/en\/marketing-timeline\/\"><span style=\"font-weight: 400;\">Marketing Timeline<\/span><\/a><span style=\"font-weight: 400;\"> launched in 2018 by <\/span><a href=\"https:\/\/reportei.com\/en\/\"><span style=\"font-weight: 400;\">Reportei<\/span><\/a><span style=\"font-weight: 400;\"> arrived at our platform with the proposal to change the way results are communicated to clients and to agency and company teams themselves.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is because it helps to create a <\/span><b>history of strategies and actions of the projects <\/b><span style=\"font-weight: 400;\">so that all parties involved see beyond metrics tables and graphs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this new reality we are living in of <\/span><a href=\"https:\/\/reportei.com\/en\/how-to-manage-work-from-home-wfh-in-marketing-agencies\/\"><span style=\"font-weight: 400;\">teams working remotely<\/span><\/a><span style=\"font-weight: 400;\"> this <\/span><b>organization of information <\/b><span style=\"font-weight: 400;\">and clear communication become even more essential for both internal and external relations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After all, the closer the proximity, the greater the alignment of the professionals with the decision maker&#8217;s expectations and the ease of implementing strategies that meet their current needs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But before explaining exactly how the Reportei Timeline works for your team, let&#8217;s present its features for both the company and its clients. Here we go.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Generation of more dynamic reports<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Inspired by the <\/span><i><span style=\"font-weight: 400;\">timeline <\/span><\/i><span style=\"font-weight: 400;\">of Facebook that records the events published by a person, the Reportei Timeline allows the creation of a history with each campaign carried out in a project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this way, the tool allows you to <\/span><b>tell a story <\/b><span style=\"font-weight: 400;\">that involves everything from initial meetings to the results of actions, i.e., the data found in your report.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is therefore a way to go beyond the communication of metrics and <\/span><b> show<\/b> <b>how <\/b><span style=\"font-weight: 400;\">strategies are planned, executed, and measured.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thus, in a more <\/span><b>dynamic way<\/b><span style=\"font-weight: 400;\"> the client can follow the project&#8217;s progress at any time and participate more actively in the process and decisions made.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the same way, your marketing team can also use this feature to closely monitor the stages and develop more effective plans for the future.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Internal communication of the marketing team<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For your company or agency, the Timeline can then function as a way to <\/span><b>centralize information about the project<\/b><span style=\"font-weight: 400;\"> and consequently tell its story to all those involved.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By sharing links via email, you can send both the complete Timeline and individual events so that your team has more control over each new step of this journey.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If a new member joins your company, they can also check the development of the project through the tool.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After all, in each event of the Timeline you can make both <\/span><b> textual records <\/b><span style=\"font-weight: 400;\">as well as <\/span><b>attach the pieces of the campaigns<\/b><span style=\"font-weight: 400;\">, <\/span><b>videos<\/b><span style=\"font-weight: 400;\">, <\/span><b>documents <\/b><span style=\"font-weight: 400;\">and <\/span><b>reports <\/b><span style=\"font-weight: 400;\">that are part of this evolution.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Held an internal meeting to discuss new strategies for the client? Then create an event with the agenda of what was discussed and the decisions made.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finished a campaign? Then do not forget to share the results, whether positive or negative, so that they can be used as a basis for future actions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best part is that each professional can also contribute to this build from their own account. Just invite them to join the <\/span><a href=\"https:\/\/reportei.com\/en\/reportei-teams-get-to-know-the-new-feature-of-our-platform\/\"><span style=\"font-weight: 400;\">Reportei Teams<\/span><\/a><span style=\"font-weight: 400;\"> and define which projects they will have access to. Much more practical, isn&#8217;t it?<\/span><\/p>\n<p>\u00a0<\/p>\n<h2><span style=\"font-weight: 400;\">How to create a Timeline in Reportei<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">All Reportei accounts have access to the Marketing Timeline and you can create one for each project in a very simple way.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When accessing your client&#8217;s profile on the platform, you should click on <\/span><b> Timeline<\/b><span style=\"font-weight: 400;\"> the button available between New Report and Integrations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With that, you will be directed to the tool&#8217;s welcome page and can already create your first event.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this event, it is possible to <\/span><b>edit the title<\/b><span style=\"font-weight: 400;\">, <\/span><b>tell details about what was done<\/b><span style=\"font-weight: 400;\"> with text, images, video, and links <\/span><b>add the date <\/b><span style=\"font-weight: 400;\">so that it enters the <\/span><i><span style=\"font-weight: 400;\">timeline <\/span><\/i><span style=\"font-weight: 400;\">and <\/span><b>choose a category <\/b><span style=\"font-weight: 400;\">to facilitate the identification of the channel where the action was taken, such as Facebook, Instagram, or YouTube.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, you can also <\/span><b>attach a Reportei report<\/b><span style=\"font-weight: 400;\"> and simplify the integration between these two important tools for communication with clients and the marketing team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As we mentioned earlier, after creating your event you can go directly to the Timeline or <\/span><b>share it via email<\/b><span style=\"font-weight: 400;\"> with the client or your colleagues.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In a few steps, you create a story for the developed marketing strategies, facilitate the centralization of information with your team, and make communication with your decision-maker much closer and more objective.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Want to get to know the features of the Reportei Timeline up close? Then <\/span><a href=\"https:\/\/app.reportei.com\/login\"><span style=\"font-weight: 400;\">log in to your account now or sign up<\/span><\/a><span style=\"font-weight: 400;\"> to test the tool <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Use the Reportei Timeline to organize information with your team during remote work The Marketing Timeline launched in 2018 by Reportei arrived at our platform with the proposal to change the way results are communicated to clients and to agency and company teams themselves. This is because it helps to create a history of strategies [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":73214,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1141,4045,970],"tags":[3720,972,3719],"class_list":["post-73207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analytics","category-reportei-en","category-tools","tag-analytics-en","tag-digital-marketing","tag-reportei-en"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/73207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=73207"}],"version-history":[{"count":1,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/73207\/revisions"}],"predecessor-version":[{"id":73219,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/73207\/revisions\/73219"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media\/73214"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=73207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/categories?post=73207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/tags?post=73207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}