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PX: Add Location or Page to Engagements List View

  • June 25, 2019
  • 5 replies
  • 92 views
lila_meyer
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To provide better visibility into potential engagement conflicts, it'd be helpful if the Engagements List View included the engagement's location and/or page that it's targeted to. Right now, I have to click into the individual engagements to see the location in the app that the engagement will appear.



Lila Krutel, Dir. Global Education Services
jean.nairon
harshibanka
ciarapeter

5 replies

harshibanka
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  • harshibanka
  • Gainsight Employee ⭐️⭐️
  • June 26, 2019
@ciarapeter / @mickey

Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
dileepnalla
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  • dileepnalla
  • Gainsight Employee ⭐️⭐️
  • June 30, 2019
Hi @lila_meyer / @mickey / @ciarapeter

How about adding the product name to identify the engagement that belong to?

Here i have multiple enagement that are built for various products, tough for me to identify



@harshibanka your thoughts please

Thanks

Dileep Nalla

Thanks, Dileep Nalla
lila_meyer
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  • lila_meyer
  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • July 1, 2019
Yes, that's a good point. We need to start the engagement name with CS, PX, etc. to help distinguish them.

Lila Krutel, Dir. Global Education Services
prashant_mathapathi
Hi Lila,

To know the targeted launch page of an engagement easily , we can use the following work around:

We can include a phrase about the targeted page in the engagement Desription, so that it is easily visible on the engagement list view.





Regards

Prashant

lila_meyer
lila_meyer
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  • lila_meyer
  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • June 19, 2020

I think this is still needed because users aren’t regularly using the description area to identify the engagement location.

Lila Krutel, Dir. Global Education Services
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