Last updated: 2026-09-20 · 4 min readBusiness〜

Decision Timeline

The Decision Timeline is where you review the events that matter for a client project in chronological order. It is not a raw activity log; it brings together decisions, risks, questions, customer confirmations, AI signals, and important notes.

Decision Timeline screen

What to use it for

What you want to know	Where to look
A customer viewed an important file or pricing page	Decision Timeline
AI detected a risk or a change in interest	Decision Timeline
You want to judge the current project status	Decision Timeline
You want to ask AI a question or add notes/materials	AI sidebar on the right
You want to approve or reject an AI suggestion	Needs review in the AI sidebar. For triage across Rooms, use the workspace Agent Inbox
You want the full access history	Reports

The Room Activity screen remains as a detailed log, but it is not the daily entry point. Use the Decision Timeline for day-to-day review. The Room agent inbox is also not the daily entry point; ask questions and approve work from the right AI sidebar and the workspace Agent Inbox.

Opening the Decision Timeline

Open the target Room
Click "Decision Timeline" in the left menu
Use the filters or search at the top to narrow down the events you want to review

The Decision Timeline is for internal users. It is not shown to external members.

Selecting an item opens its detail on the right. Previous and next move to adjacent events. When there is no neighbor, the controls say there is no previous or next item.

What appears in the timeline

Type	What it means
Decisions	Agreements, assumptions, and decisions made by the customer or team
Risks	Stall factors, competitor, budget, legal, or other concerns
Questions	Customer questions, unanswered topics, and points to confirm next time
Stakeholders	Changes involving decision-makers, champions, or concerned stakeholders
AI answers	Important analysis results organized by the AI sidebar
AI signals	Interest, risk, or stakeholder changes detected from customer behavior
Customer reactions	Room and file views that matter for judgment
Notes	AI summaries or manual notes worth keeping in the project context

Using filters

Filter	How to use it
Status	Narrow by open, updated, resolved, stale, and similar states
Type	Narrow by risk, question, AI signal, customer reaction, and more
Importance	Show only important events such as high or critical items
AI usable	Show only information AI can use for answers and suggestions
Search	Find items by customer name, file name, topic, and more

Before a standup or a meeting, filter to high-importance AI signals, customer reactions, and risks to quickly see what changed.

The Decision Timeline is where you see what is happening. The AI sidebar is where you ask questions, add information, and approve executable suggestions.

Goal	Recommended place
Review the latest customer reactions	Decision Timeline
Ask AI about the background of a signal	Open the timeline item, then ask in the AI sidebar
Add meeting notes or materials and summarize them	AI sidebar
Execute task creation or message sending	Approve it in needs review in the AI sidebar
Triage pending AI suggestions across Rooms	Workspace Agent Inbox

How it differs from detailed logs

Detailed logs are closer to raw history, such as Room entries, file views, and notes. The Decision Timeline extracts the events that matter for judgment and shows them in the context of the decision.

Screen	Role
Decision Timeline	Chronological view for judgment, next actions, and risk review (daily entry)
Detailed Activity log	Detailed review of AI summaries, manual notes, and view logs. Not the daily entry
Audit log	Admin-facing evidence of workspace-wide operations

The Decision Timeline supports judgment. Always have a person review contract terms, outgoing messages, and customer-facing materials before making final decisions.