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soumitrasahu
soumitrasahu
Helper ⭐️⭐️
July 23, 2021

Note Templates, Coming soon!

  • July 23, 2021
  • 23 replies
  • 1275 views

Hello Community!

We need your feedback!

Gainsight is introducing the most awaited Note Templates, a way to add templates in your Timeline Notes which makes it easier and faster to log Timeline activities.

Key Highlights

  1. A preview of the Template will be visible before Users apply it in the Notes.
  2. Users can modify the text from applied templates while writing the notes.
  3. Admins will be able to compose the Note templates in the Administration (Timeline).
  4. Admins will be able to align the created templates with different Activity Types. Hence, Users will apply templates available for the specific activity type they are creating.

Play the video to learn more.

    23 replies

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    soumitrasahu
    soumitrasahuAuthor
    Helper ⭐️⭐️
    July 26, 2021

    @carolyndibuono Interesting point. Question around this - when users create a Call type activity, will they not select the Call Reason field first? I am guessing from your point that once they click on “Add Activity” they will first start filling Notes and then fill other fields. Is this assumption correct?

    bradley
    bradley
    Expert ⭐️
    July 26, 2021

     

    • Can multiple templates be applied to the same entry?------Could you please tell us the use case when Users would want to apply multiple templates in the same Note?

    I’m not sure - I just know someone would ask me that when this was live :) Just off the top of my head though, instead of many similar different note templates (e.g. variations) you could have a basic template and some “add on” templates you’d have when the condition arises.

     

      A
      ashleyyoung
      Contributor ⭐️⭐️
      July 26, 2021

      @ashleyyoung in the Admin view, it will be possible to see the usage of templates. 

      Regarding the search part, are you saying Users would want to search for keywords from specific templates too?

      Yes - ideally its a unique search box similar to the Activity Type search on the Global Timeline, or available as an advanced filter. 

      I plan to use these similar to Activity Type with a further breakdown by Templates. So rather than searching through all of the Risk Activity Types, I want to narrow that down by Risks that have a specific templated applied. 

        colleen_fleming
        colleen_fleming
        Contributor ⭐️⭐️⭐️
        July 27, 2021

        This has been a huge ask from leadership and our CSMs, they will be so excited about it. Is this going to be available in SFDC and NXT? 

        Colleen Simmons
        carolyndibuono
        carolyndibuono
        Contributor ⭐️⭐️⭐️⭐️
        July 28, 2021

        @carolyndibuono Interesting point. Question around this - when users create a Call type activity, will they not select the Call Reason field first? I am guessing from your point that once they click on “Add Activity” they will first start filling Notes and then fill other fields. Is this assumption correct?

        Yes, your assumption is correct. If the Apply Template button is at the top of the Timeline activity, I think it is more likely the user will select this first and then move to the fields on the right side of the entry.

        O
        obarrette
        Helper ⭐️
        July 30, 2021

        That’s great! Will it be possible to automatically apply a template based on the Activity Type they choose or CSMs will always need to choose from the list? 

        On our side, we currently have one activity type that will require the same template every time, having to choose it every time will be odd for the CSMs.

          soumitrasahu
          soumitrasahuAuthor
          Helper ⭐️⭐️
          August 6, 2021

          Hello everyone, we are going to have a VCAM to discuss all the inputs you may have. Please fill the form given in the link mentioned below, if you haven’t done so already.

           

          sarah.kiani
          sarah.kiani
          Contributor ⭐️⭐️⭐️
          August 19, 2021

          Excited for this! It will be extremely useful for us as we have a structure to risk updates and handoff notes. Currently, CSMs have to copy paste the template every time. What is the ETA of this enhancement?

            juliefox
            juliefox
            Contributor ⭐️⭐️
            September 1, 2021

            Do you have a timeframe yet for when this will be released?

             

            This is something we are SOOOOOO excited for!

              jake_ellis
              jake_ellis
              Gainsight Employee ⭐️⭐️
              September 14, 2021

              This is great! I think it will make Timeline even easier to use and expand the groups who would use it like an AE during a discovery call. 

              I’d +1 the suggestion for having multiple templates on a single entry. Eg. Some meetings may start as a discovery session (template 2) but lead into a roadmap discussion (template 2) and having the ability to append a template onto an existing entry would make for a clean workflow.

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