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Timeline Templates

Timeline templates are pre-built sequences of milestones for different transaction types. Apply one to a transaction and your entire deadline schedule is set up automatically.

Applying a template​

  1. Open a transaction and go to the Timeline tab
  2. Click Apply Template
  3. Choose a template that matches your transaction type and state
  4. Set your anchor date — usually the contract date
  5. All milestones populate with calculated dates

What's in a template​

Each template includes:

  • Milestones — Key deadlines like inspection period, appraisal, financing, and closing
  • Date offsets — Each milestone is defined relative to the anchor date (e.g., "10 days after contract", "3 days before closing")
  • Linked tasks — Some milestones include associated tasks that auto-populate

Viewing your timeline​

DocJacket offers two views:

  • Pipeline view — A horizontal visual overview. Green nodes are complete, blue is upcoming, red is overdue. Click any node for details.
  • List view — A vertical list with expandable milestones showing linked tasks.

Toggle between them with the view switch at the top.

Adding custom milestones​

Templates are a starting point. You can always add custom milestones for dates the template doesn't cover:

  1. Click the Add Milestone button
  2. Enter the milestone name and date
  3. Optionally link tasks to it

Recalculating dates​

When a key date changes (like the closing date gets pushed back), click Recalculate to cascade the change to all downstream milestones and tasks. DocJacket adjusts everything based on the original offsets.

Creating your own templates​

Go to Templates > Timelines in the sidebar to create custom timeline templates for your workflow. Define milestones with date offsets, and they'll be available to apply to any future transaction.