Contributor ⭐️⭐️⭐️⭐️⭐️

Ability to view Timeline Activity notes from the CTA when tasks are added.

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Our CSM's are currently using Timeline frequently during their customer calls and adding tasks to sync back to their Cockpit for any followups. One of the 'pains' that they currently have is that when the time comes to complete that task, they can not view the timeline notes that were associated with the tasks and the CTA within their Cockpit view forcing them to open the C360. This adds a few additional clicks when they should be able to get those by clicking on the Timeline tab within the CTA.

Is this part of the roadmap for Timeline?

journey orchestrator

manu_mittal

Gainsight Employee ⭐️

Makes a ton of sense to retain the source activity on the CTA created to handle follow-ups. We've definitely discussed doing this, but will look into it again and share an ETA.

Thanks for posting!

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manmeet_dosanjh

Helper ⭐️

I would second this! Would be a great feature to add to streamline the process for the CSMs, as our CSMs complain about the extra clicking as well and how it is inefficient.

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