> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Your Timeline

> Understand your onboarding phases, track progress, and see what's next in your implementation

## Timeline Overview

Your onboarding timeline shows the journey from start to finish, broken into manageable phases. Each phase contains specific tasks that move you toward successful implementation.

***

## Understanding Phases

### What Are Phases?

Phases (sometimes called milestones) are logical groupings of related tasks:

| Common Phases     | Description                                   |
| ----------------- | --------------------------------------------- |
| **Kickoff**       | Initial meetings, introductions, goal setting |
| **Configuration** | Setting up your account and preferences       |
| **Integration**   | Connecting systems and data                   |
| **Training**      | Learning the platform                         |
| **Go-Live**       | Launching to your team                        |
| **Optimization**  | Fine-tuning after launch                      |

Your specific phases depend on your vendor's onboarding process.

### Phase Statuses

| Status          | Visual                 | Meaning                |
| --------------- | ---------------------- | ---------------------- |
| **Not Started** | Gray circle            | Phase hasn't begun     |
| **In Progress** | Blue circle (animated) | Currently active phase |
| **Completed**   | Green checkmark        | Phase is finished      |
| **Blocked**     | Orange warning         | Waiting on something   |

***

## The Visual Timeline

At the top of your Tasks page, you'll see a horizontal timeline:

### Reading the Timeline

* **Phases appear left to right** in sequence
* **Lines connect phases** showing the flow
* **Current phase is highlighted** with a pulsing indicator
* **Completed phases show checkmarks**
* **Future phases are dimmed**

### Timeline Interactions

* **Hover over a phase** to see its name and status
* **Click a phase** to jump to its details in the accordion below

<Tip>
  The timeline gives you a quick visual of overall progress. For details, use the phase accordion below it.
</Tip>

***

## Phase Accordion

Below the visual timeline, each phase expands to show detailed information.

### Expanding Phases

Click any phase header to expand or collapse it:

### Phase Information

Each phase shows:

| Element          | Description                                   |
| ---------------- | --------------------------------------------- |
| **Phase name**   | The title of this phase                       |
| **Status badge** | Current status (In Progress, Completed, etc.) |
| **Progress bar** | Percentage of tasks completed                 |
| **Task count**   | X of Y tasks complete                         |
| **Task list**    | Individual tasks within this phase            |

***

## Task Details

Within each phase, tasks are listed with key information:

### Task Cards

Each task card displays:

* **Title** - What the task is
* **Description** - Additional context
* **Status** - Pending, In Progress, Completed, etc.
* **Type icon** - Form, document, meeting, etc.
* **Action button** - For tasks requiring your input

### Customer vs. Vendor Tasks

| Task Type         | Your Action                                |
| ----------------- | ------------------------------------------ |
| **Customer task** | Shows action button - click to complete    |
| **Vendor task**   | View only - your success team handles this |

<Info>
  Customer tasks are highlighted with an "Action Required" or similar badge.
</Info>

***

## Progress Tracking

### Overall Progress

At the top of your Tasks page:

* Large percentage showing overall completion
* Count of pending actions
* Personalized welcome message

### Phase Progress

Each phase shows its own progress:

* Progress bar filling as tasks complete
* Fraction (e.g., "3 of 5 complete")
* Percentage

### Real-Time Updates

Progress updates immediately when:

* You complete a task
* Your success team completes a task
* Tasks are added or removed

***

## Urgent Tasks Section

Items needing immediate attention appear at the top:

### What Makes a Task Urgent?

* **Blocked items** - Tasks blocking other work
* **Overdue tasks** - Past their due date
* **High priority** - Marked as critical

### Taking Action

Urgent tasks include direct action buttons:

* Click to navigate to the task
* Complete to remove from urgent section
* Contact your CSM if blocked

***

## Recently Completed

See what's been accomplished recently:

* Tasks you've completed
* Tasks your success team has finished
* Completion dates

<Tip>
  Recently completed gives you a sense of momentum and progress.
</Tip>

***

## Tips for Success

<CardGroup cols={2}>
  <Card title="Focus on Current Phase" icon="bullseye">
    Complete tasks in the current phase before looking ahead
  </Card>

  <Card title="Address Blockers First" icon="road-barrier">
    Urgent/blocked items should be your priority
  </Card>

  <Card title="Check Progress Regularly" icon="chart-line">
    Review your timeline weekly to stay on track
  </Card>

  <Card title="Ask Questions" icon="comment">
    Contact your CSM if any task is unclear
  </Card>
</CardGroup>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Completing Actions" icon="check-circle" href="/customer-portal/completing-actions">
    Learn how to complete different task types
  </Card>

  <Card title="Uploading Documents" icon="upload" href="/customer-portal/uploading-documents">
    Submit required files
  </Card>
</CardGroup>