Markers & Ranges
Overview
Section titled “Overview”Markers and ranges are visual annotations that highlight important dates and periods on your timeline. They provide context and help viewers understand significance without cluttering the timeline with additional events.
What are Markers?
Section titled “What are Markers?”Markers are vertical lines that highlight a specific date on the timeline.
Use Cases for Markers
Section titled “Use Cases for Markers”- Key milestones: “Contract Signed”, “Lawsuit Filed”
- Deadlines: “Statute of Limitations”, “Discovery Cutoff”
- Reference dates: “Employee Start Date”, “Policy Effective Date”
- Significant moments: “Injury Occurred”, “Notice Received”
Markers draw attention to important dates without needing to create full events.
What are Ranges?
Section titled “What are Ranges?”Ranges are shaded background sections that span a period of time.
Use Cases for Ranges
Section titled “Use Cases for Ranges”- Trial phases: “Discovery Period”, “Motions Phase”, “Trial”
- Employment periods: “Probation Period”, “Performance Review Cycle”
- Contract terms: “Initial Term”, “Renewal Period”
- Project phases: “Planning”, “Execution”, “Closeout”
- Relevant timeframes: “Statute of Limitations Window”
Ranges provide visual context for when certain phases or conditions were active.
Adding Markers
Section titled “Adding Markers”Create a Marker
Section titled “Create a Marker”- Open your timeline (visual view)
- Click Add Marker/Range in the toolbar (or press
M) - Select Single date marker
- Configure the marker:
- Date: Select the specific date
- Label: Short description (e.g., “Contract Signed”)
- Color: Choose from the palette
- Line Style: Solid or dashed
- Click Add marker
The marker appears as a vertical line on your timeline.
Marker Styling
Section titled “Marker Styling”Solid lines: Use for definitive, important dates
- Filings, deadlines, decisions
Dashed lines: Use for reference or supporting dates
- Background information, contextual dates
Colors: Match to related categories or use distinct colors for different types of markers
Adding Ranges
Section titled “Adding Ranges”Create a Range
Section titled “Create a Range”- Open your timeline (visual view)
- Click Add Marker/Range in the toolbar (or press
M) - Select Date range
- Configure the range:
- Start Date: When the period begins
- End Date: When the period ends
- Label: Description of the phase (e.g., “Discovery Period”)
- Color: Choose from the palette
- Opacity: Adjust transparency (10-80%)
- Click Add range
The range appears as a shaded background spanning the specified dates.
Range Styling
Section titled “Range Styling”Opacity: Control how prominent the range appears
- Low opacity (10-30%): Subtle background context
- Medium opacity (30-50%): Standard visibility
- High opacity (50-80%): Prominent emphasis
Colors: Use colors that don’t conflict with your event categories
- Muted tones work well for ranges
- Match colors to related content (e.g., blue for discovery, red for trial)
Managing Annotations
Section titled “Managing Annotations”Viewing Existing Markers and Ranges
Section titled “Viewing Existing Markers and Ranges”- Click Add Marker/Range in the toolbar
- Scroll down in the dialog to see:
- Existing markers section: All current markers with dates
- Existing ranges section: All current ranges with date spans
Editing an Annotation
Section titled “Editing an Annotation”- Open the marker/range dialog
- Find the annotation in the existing list
- Click Edit next to it
- Modify any property (date, label, color, style)
- Click Save
Changes apply immediately to the timeline.
Deleting an Annotation
Section titled “Deleting an Annotation”- Open the marker/range dialog
- Find the annotation in the existing list
- Click Remove
- Confirm deletion
The annotation is permanently removed from the timeline.
Visual Display
Section titled “Visual Display”In Timeline Views
Section titled “In Timeline Views”Category Rows view:
- Markers span across all category rows
- Ranges highlight the background behind all rows
- Labels appear at the top
Unified view:
- Markers appear as vertical lines through all events
- Ranges shade the background behind events
- Labels display prominently
List view:
- Markers and ranges don’t appear (list view is data-focused)
- Switch to a visual view to see annotations
Labels
Section titled “Labels”Labels can be:
- Short and clear: “Trial” works better than “The trial phase of this litigation”
- Optional: Leave blank for unlabeled visual markers
- Positioned automatically: Thea places labels to avoid overlap
Combining Markers and Ranges
Section titled “Combining Markers and Ranges”You can use both markers and ranges together for rich context:
Example - Litigation Timeline:
- Range: “Discovery Period” (Jan-Jun 2024) - light blue background
- Marker: “Discovery Cutoff” (June 30, 2024) - solid blue line
- Range: “Motion Practice” (Jul-Aug 2024) - light green background
- Marker: “Trial Date” (September 15, 2024) - solid red line
This combination shows both phases and key milestones.
Exporting Annotations
Section titled “Exporting Annotations”When exporting timelines:
- PDF: Markers and ranges appear in visual exports
- Word: Annotations are included if timeline graphic is exported
- List View exports: Annotations are not included (data only)
Make sure you’re in a visual view mode before exporting to include annotations.
Best Practices
Section titled “Best Practices”When to Use Markers vs. Events
Section titled “When to Use Markers vs. Events”Use a Marker when:
- The date is contextual rather than an action
- You want to highlight without adding event clutter
- The date is a reference point (like a statute of limitations)
- You need a visual divider or flag
Use an Event when:
- Something actually happened on that date
- You need to include description, parties, or exhibits
- The occurrence should be part of the factual record
- You want it to appear in List View and data exports
Styling Tips
Section titled “Styling Tips”- Limit colors: Use 2-3 marker/range colors max to avoid confusion
- Consistent scheme: Blue for procedural, red for deadlines, green for contract periods
- Test opacity: Preview ranges at different opacities to find the right balance
- Label thoughtfully: Short labels are easier to read on crowded timelines
Organization
Section titled “Organization”- Group related annotations: Use same color for related markers/ranges
- Don’t overuse: Too many annotations defeat the purpose
- Use strategically: Highlight only what’s truly important
- Consider your audience: Court presentations might need fewer annotations than internal analysis
Common Use Cases
Section titled “Common Use Cases”Litigation Timelines
Section titled “Litigation Timelines”- Markers: Filing dates, deadlines, rulings
- Ranges: Discovery period, motion practice, trial
Employment Cases
Section titled “Employment Cases”- Markers: Hire date, termination date, complaint filed
- Ranges: Probation period, performance review cycles, leave periods
Contract Disputes
Section titled “Contract Disputes”- Markers: Contract execution, notice dates, breach dates
- Ranges: Contract term, cure periods, warranty periods
Personal Injury
Section titled “Personal Injury”- Markers: Injury date, notice to defendant, statute expires
- Ranges: Treatment period, recovery phase, litigation period
Next Steps
Section titled “Next Steps”- Timeline Views - Explore different visualization modes
- Working with Events - Add substantive events to your timeline
- Exporting Timelines - Create professional outputs with annotations
- Categories - Combine annotations with color-coded categories