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allie_gold
Helper ⭐️
May 11, 2016

Master calendar for everything scheduled in Gainsight

  • May 11, 2016
  • 4 replies
  • 48 views

We'd like to have a master calendar that includes scheduled JO emails and rules all in one place as opposed to looking at the schedule in JO and then the rules engine timeline. It's just helpful to see what a day looks like for automation in one central location.

    4 replies

    darkknight
    Expert ⭐️
    May 12, 2016
    Agree this would be a valuable admin asset.
    Jeff Kirkpatrick
    sundar
    Expert ⭐️
    May 19, 2016
    It would get too messy when there are too many rules / outreaches scheduled for each day. I see that # of rules that run per day is ~ 200 for many users. That is why we got the timeline view which you can see how the rules are scheduled for tomorrow. If you had a similar view with all the automated jobs in one timeline, that would be cool right?
    darkknight
    Expert ⭐️
    May 19, 2016
    What if each rule or outreach had a descriptor "type," i.e. risk cta, event cta, opportunity cta, data load, usage, scorecard, survey, and you could filter the calendar accordingly?

    If you had a mockup of what the timeline view would look like that would help.  Right now, we can only see rules that are scheduled to run "tomorrow" - what we need is the ability to see what rules/emails are scheduled to run on[i] any given Monday, Tuesday, etc.  regardless of it is once per week or once per month.   Color coding to signify if it is daily, weekly, etc would be a nice addition as well.
    Jeff Kirkpatrick
    allie_gold
    Helper ⭐️
    May 20, 2016
    I think one master timeline would suffice (which would include anything automated that's scheduled to run).