# SharePoint Process & Timeline Web Part with Audience Targeting and Progress Tracking **URL:** \ **Category:** How-Tos & Manuals for Origami Connect\ **Created:** [March 30, 2023, 5:03pm UTC](https://community.origamiconnect.com/t/sharepoint-process-timeline-web-part-with-audience-targeting-and-progress-tracking/404 "2023-03-30T17:03:39Z")\ **Posts on this page:** 1\ **Page:** 1
**Author:** ![origami](https://yyz1.discourse-cdn.com/flex031/user_avatar/community.origamiconnect.com/origami/32/436_2.png) [@origami](https://community.origamiconnect.com/u/origami)\ **Post date:** [March 30, 2023, 5:03pm UTC](https://community.origamiconnect.com/t/sharepoint-process-timeline-web-part-with-audience-targeting-and-progress-tracking/404/1 "2023-03-30T17:03:39Z")
> Process and Timeline web part helps you show a sequence of steps for: **onboarding** , **company timeline** , **project progress** and more. An example of how the app is used to show the onboarding steps: ![processandtimeline](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/e/e04b60c0a553756c9cfa92170d55e8c3cf400075.gif) > **Setting up the web part** > > The web part looks best when added into the full-width section in SharePoint but can live in any section. > On the page where you’d like to see the apps, look for this web part: > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/d/dca0078e1860e8654e20c6dd0f3177f0d8070e8e.png) > **Adding/Updating content** > > To update the steps showing in the web part, simply go to web part properties and click the **Add/Remove Steps** button: > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/1X/bfb7c45c7e9e3cfc6f5808b1d166b75a7a429a3b.png) > > In here you can add new steps or update existing steps, their icon, link (if needed) and even color of each step. > Here is how our **Onboarding Process** list looks like: > > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/3/3e565faaf53ab969a64904065f102a71dd4a4fbd.png) > > ✅ **Ability to pick an icon or upload a custom icon is available in Process & Timeline version Mar 19, 2025** > > Here is where you can get short codes for more icons: [Search Icons & Find the Perfect Design | Font Awesome](https://fontawesome.com/v6/search?o=r&m=free) > **Updating colors** > > You can change the color used by each of the sequence steps. Simply enter the color HEX in the **[Color]** field for the item. > > If you’d like to change the color of the text for each step (default is black), fill in the desired text color in web part properties: > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/1X/097132198b6943f054f5bb825305819e34641881.png) > **Change size** > > If you’d like to resize the web part to fit into a smaller section and not wrap the timeline graphic to the next line, you can use the **Size** web part property to scale the whole graphic like this: > > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/2/2520f9962bd1da9376c340d62473559d34bfd1da.png) > **Targeting: Show Steps to Specific Microsoft 365 Groups** > > ✅ **Available in Process and Timeline – Version April 23, 2025** > > You can now display specific steps **only to members of selected Microsoft 365 Groups**. This allows for more personalized and secure content visibility on your SharePoint pages. > > ### Before You Begin > > Please ask your Microsoft 365 administrator to confirm that the proper permissions have been granted. > > ➡ They can follow this guide: > **[Grant Origami web parts ability to target content to specific M365 groups](https://community.origamiconnect.com/t/grant-origami-web-parts-ability-to-target-content-to-specific-m365-groups/903)** > > ### How to Create Microsoft 365 Groups > > - M365 Groups can be created manually via the **Microsoft 365 Admin Center**. > - If you’ve created a **Team Site** , SharePoint automatically generates M365 Groups for **Site Members** and **Site Owners**. > > **Example:** > If you’ve created a Team Site called _“HR Site”_, you’ll see a group named _“HR Site Members”_. This group is automatically generated and can be used for link targeting.. > > ### Targeting Steps to a Specific Group > > 1. Add or edit a Step using **Process and Timeline**. > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/b/b91966c0321277a50cd053ca030e12acc85554a9.png) > > 2. In the targeting section, **search for the M365 Group name** (e.g., _HR Site Members_). > > 3. Select the group from the list. > > ### Done! > > Once you save the page, your selected steps will only be visible to people in the specified group(s). > > ### Want to Remove Targeting? > > Simply clear the group name(s) from the text box. This will make the tab visible to **everyone**. > **Track who 'Completed' which steps** > > ✅ **Available in Process and Timeline – Version April 24, 2025** > > You can now configure the **Process and Timeline** web part to let users **tick off steps** as they complete them: > > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/a/a7db232ff9516d251e66384b8812c2b216a02d54.png) > > ### 🔧 How to Enable Progress Tracking > > 1. Go to the **web part properties**. > 2. Toggle on the **Enable Progress Tracking** option: > ![image](https://canada1.discourse-cdn.com/flex031/uploads/origamiconnect/original/2X/b/b3d4b0dfa6ce2ace48c35e3220499a4e5e04bf05.png) > > Once enabled, users will be able to **mark individual steps as completed** directly within the web part. > > ### 📊 Viewing Completion Data > > All completion activity is logged in the **ProcessTimelineTracker** list. To get more insight, you can unhide the following fields in that list: > > - **Title** – Displays the name of the completed step. > - **PageURL** – Indicates the URL of the page where the step was marked complete (useful if you’re using this web part across multiple pages). > - **CompletedOn** – The date and time the step was marked as completed. > - **CreatedBy** – The user who marked the step as complete. > > * * * > > ### 📥 Exporting for Reporting > > To analyze progress across users or timelines, simply export the **ProcessTimelineTracker** list to **Excel** for easier filtering, sorting, and reporting. > > ### ⚠ Known Limitations > > Currently, **only one instance of the web part with tracking enabled is supported per page**. > You can still add multiple Process and Timeline web parts to the same page, but **progress tracking must be enabled on only one of them**.