Adding and Modifying Chronology Labels

Chronology labels are used to categorize document entries, events, and people involved in your chronology. They are also useful for filtering the entries. New chronologies have four default label categories:

  • Events
  • Issues
  • People
  • Outlines

To create new labels under one of these categories, click the gear icon and then select the green '+' icon for the desired category.

Special label categories:

The Events and People labels are special categories.

Event labels must be associated with a date range when they are created. When event view is turned on in a chronology, you can see events markers along with the chronologically arranged entries in the central table. 

If you want to add a new category, click on the gear icon in the upper left of the label panel. This will put the panel in edit mode. You can add or delete categories and labels in edit mode. Note that 'events' and 'outlines' are special categories that cannot be deleted. Once you are done making your modifications, click the green checkmark in the upper left to leave edit mode.

People labels are also special categories in that you can add to the Chronology. People labels allow you to document details related to people involved in your case. The format is fairly flexible, so you can apply this functionality in a variety of ways. Perhaps you need to keep tabs on individuals involved on your side or the opposing side of a deposition. You may also want to identify how some people involved in your case are professionally connected to other people.

You can add a person profile from the label panel or the People icon in the top toolbar.

People_icon.png

When adding a new profile, a dialog box will appear that allows you to add a series of information about that person.

Here is the possible information that you can document about an individual:

  • Profile picture
  • Organization
  • Email address(es)
  • Any social media links related to the person, such as Facebook or LinkedIn
  • Additional notes
  • Associated Outline(s)
  • Work History - You can list multiple jobs and include the following job details for each job
    • Years at role
    • Organization
    • Reports to...
    • Works alongside...
    • Manages…
    • Email addresses at the job

people_profile_dialogue.png

By clicking on “+New job” within an individual profile, you can provide a detailed work history. Each job can be associated with a date range, email address, and other people in the Chronology. To include a name or email address, simply type it into the input box within the appropriate field - such as “Works alongside.”

NEW_PPL_PROFILE.gif

If you have any other names, in fields such as “reports to” and “works alongside” in other people profiles, you can easily add them to the profile you are creating via a dropdown menu.

people_profiles_prepopulated_names.png

Once you have added a label to the label panel, you can apply it to your documents. To learn about adding documents to the Chronology, and how to label them, go to this article. 

 

Filter documents by labels

To filter your documents in the Chronology by label, select the checkboxes associated with labels you want to filter by. You can add multiple labels to your filter - this will be equivalent to an 'and' filter that will return entries only if they have all of the selected labels applied. Clicking on a selected label a second time will change it to a 'not' filter (it will return entries that do not have the particular label applied). Clicking on a 'not' filter will clear the filter for a given label. The counts to the right of each label will adjust to reflect the total number of documents in the filtered table that have a particular label applied.

 

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