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darkknight
Expert ⭐️
May 24, 2018

Don't "Add Task" automatically when tabbing through Timeline activity

  • May 24, 2018
  • 9 replies
  • 92 views
When creating an activity on the Timeline, after typing in meeting notes, if I hit "tab" it takes me to the Tasks section and automatically adds a task.  

This should not create a task for me, because I don't always want to create a task.  

9 replies

sagan_sherlin
Helper ⭐️⭐️
May 24, 2018
+ Infinity!  Also, I like the video.  That's nice.  
dan_ahrens
Expert ⭐️⭐️⭐️
June 5, 2018
Thanks for this idea, Jeff. Do you think it makes more sense to move the cursor to the Subject field if the user hits "tab"?
VP of Customer Success at Forcepoint
darkknight
Expert ⭐️
June 5, 2018
Yes definitely.
Jeff Kirkpatrick
nitisha_rathi
Expert ⭐️⭐️
July 16, 2018
Thanks for posting it, we will improve this behavior very soon.
darkknight
Expert ⭐️
December 5, 2018
Any idea if we will see this adjusted anytime soon?

Jeff Kirkpatrick
darkknight
Expert ⭐️
February 12, 2019
Nitisha - you said you'd improve this behavior soon. That was 7 months ago. Any update on when this will get corrected?

Jeff Kirkpatrick
darkknight
Expert ⭐️
August 6, 2019
@sai_ram_pulluri Would you mind following up on this please? Thank you

Jeff Kirkpatrick
sai_ram
Expert ⭐️⭐️
February 21, 2020

@darkknight sorry for the delay. We have added this to our road-map. I will update here once we push the enhancement to release. 

Helper ⭐️⭐️⭐️
October 22, 2020

Hello Everyone!

Happy to announce that Timeline is enhanced as per Gainsight Horizon Experience as part of the v6.18 release (SFDC / NXT). The Timeline Horizon Experience gives prominent space to high priority information as well as new options to search and filter Timeline. Users now have the ability to edit Activity Type after creating an activity, create and save Timeline views, preview attachments, manage drafts from a consolidated tab, and much more.

For more information on this feature, refer to the SFDC & NXT articles.

This feature is implemented in both SFDC and NXT versions.

Thanks for posting!