Timeline activity status presentation

Hi Rozi,

Can you please explain a little more about what you mean when you say the "activity is open"? In Timeline, all of the activities added would be completed historical activities, so I'm not following you on the use case for showing a status.

hi Dan, yes i can explain, in activity logs you have the field of "Update Status
", in there you have the options of "opened" "closed" "in process"

for example, in email actiivties .

the type of activities that we created that have this and it is critical for is the "esclation" "risk" types of activity.

we created these to log whenever there is a risk or an esclation, but this 99.9% of times are still open and ongoing when they are logged and their status if "open" or "in process"

if we can clearly see the activity status, then we can manage these and close them as needed when the activity is complete.

we have a lot of cases where we log activities in timeline before they are closed, as we manage alot of accounts, and it is impossible to rememebr everythign without logging it in the account timeline.

hope it makes sense,.

Hi Rozi,

If I understand you correctly, you have added some custom fields to your Timeline activities (using this process: https://support.gainsight.com/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout). And those custom fields have statuses that you'd like to see visually on the Timeline view. Is this correct?

hello Dan

yes we added custom field, BUT the field i am referin to about Status is not our customised field, it is a Gainsight field "Update Status",

we simply use it, but it was already a default in the system, to indicate the activity status .

Hi Rozi, can you post a screenshot of the field you are referring to? I want to make sure I understand what you are seeing.

for some reason i am unable to upload image and the upload fails , i tried several times.

you can send me an email address to sent it to

Sure, send it to dahrens at gainsight dot com

Hi Rozi, I didn't receive your email. Did you still need help with this topic?

Hi Rozi,

Thanks for sharing those screenshots via email. I'm sharing the content here for the benefit of the rest of the community.

The "Update Status" field you are showing is a custom field either added by your admin or whoever originally configured your Gainsight instance. Custom fields can be added by an administrator (info here). See below to see what the "out of the box" standard fields are that come with the Update and Meeting type activities.

Given the nature of timeline activities recording a historical event, it's probably not a great idea to set certain statuses as Open or In Process. A better approach would be to use the Add Task capabilities to assign open action items to an Activity entry and track those via Cockpit.

Hello @dan_ahrens 

 

I’d like to add few points under the same topic. Let me explain my use cases below :

 

As a CSM, I’d like to plan my meetings in the following week and would like Timeline to make it visible this planning to me.

Meetings like QBR/ABR is coordinated by lifecycle CTA and playbook. But expansion/ some kinda monthly reporting meetings are not sustainable with CTA and playbook since the cockpit is going to be a mess since they are on a monthly basis (high frequency) . Basically what we need is the planned / done status in activities. 

 

Let me know if there is a better way to handle this request.

 

Best,