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Ability to pin a Timeline activity

Related products:CS Timeline & Activity Tracking
faelan_herriott
heather_hansen
dan_ahrens
  • faelan_herriott
    faelan_herriott
  • heather_hansen
    heather_hansen
  • dan_ahrens
    dan_ahrens

  • Helper ⭐️
  • 256 replies
Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

37 replies

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • August 1, 2019
Love this suggestion. Very relevant! Thanks Anastassia for suggesting it.

What do you think @nitisha_rathi ?


chriscuss_unity
  • Contributor ⭐️⭐️
  • 5 replies
  • October 3, 2019
Great idea! Very useful to keep the more important engagements at top of mind.


  • Contributor ⭐️
  • 2 replies
  • May 1, 2020

We’ve also had our team request this for our instance as well, love this idea!


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • May 5, 2020

@All, Thanks for bringing this up! we have added this to our near term road map, I will update you here once we consider this for release. 

Changed the STATUS too…!


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  • Author
  • Helper ⭐️
  • 256 replies
  • May 26, 2020

Thanks for the update @sai_ram !


bhavik.shah
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  • Contributor ⭐️⭐️⭐️
  • 19 replies
  • July 3, 2021

@sai_ram been a year since your last update. Anything new on this?

We have a solid requirement and having this feature would add a lot of value.


  • Contributor ⭐️⭐️
  • 4 replies
  • February 14, 2022

Hi @sai_ram @gainingsight is there any update on this functionality as of today? 


chtown12
  • Contributor ⭐️⭐️
  • 4 replies
  • March 23, 2022

Any update on this? Such a brilliant suggestion


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  • Contributor ⭐️⭐️⭐️
  • 19 replies
  • March 23, 2022

Our reps have requested this as well! Would love to hear if any updates have happened.


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • March 24, 2022

Adding @Bhawya on this hot thread


saltamash
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  • Helper ⭐️⭐️
  • 65 replies
  • April 27, 2022

I’d love to hear if there are any updates on this? We are receiving multiple requests from our CSM for the ability to

  1. Pin Timeline activities (Universal) so that who ever is visiting the timeline can see this pinned activity on the top
  2. Star Timeline activities (User Specific) so that the user who has starred the activity can see this on the top of the list.

cmultanen
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  • Helper ⭐️
  • 268 replies
  • April 28, 2022

+1, would love an update on this. 


jaredjasso
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  • Contributor ⭐️⭐️
  • 6 replies
  • June 16, 2022

Would also like an update on this! Thanks!


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  • Gainsight Employee ⭐️
  • 109 replies
  • June 17, 2022

This item could not be picked up due to other higher priority items. Will update this thread once we have visibility of timeline for this item.


dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • October 12, 2022

Bumping this for visibility. 

 


keith_mattes
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  • Helper ⭐️⭐️
  • 187 replies
  • December 20, 2022

BUMP again! We need this !!!!


gunjanm
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  • Expert ⭐️
  • 523 replies
  • December 20, 2022

How is this not a thing already?


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  • Contributor ⭐️⭐️
  • 8 replies
  • December 20, 2022

I would love to have this as well!


sarahmiracle
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 354 replies
  • December 20, 2022

What about the new C360 Customer Journey timeline widget? I haven’t used the new C360 yet, but I would hope that effort could be combined with this request, and allow us to manually choose a timeline activity to pull into the Customer Journey timeline widget. ie, the “pinned activity” would be added to the journey widget.


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  • Gainsight Employee ⭐️
  • 109 replies
  • January 3, 2023

 

@sarahmiracle In the current version of C360 customer journey widget, choosing a timeline activity manually to display on the widget is not supported. Admins can today configure the milestone types which should be displayed on customer journey widget, activities are pulled into the customer journey widget based on that configuration.

‘Ability to pin a timeline activity’ is under consideration, will update this thread when there is clarity in terms of timeline for this feature. 

 


romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 424 replies
  • May 4, 2023

Would love to see this one happening!


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • June 27, 2023
The following idea has been merged into this idea:
steve_davis

All the votes have been transferred into this idea.

spencer_engel
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I hope this gets prioritized soon. Seems relatively low effort while providing a huge efficiency gain. It will also prevent workarounds like we recently discovered where some of our users were posting activities with an activity date well into the future (e.g. 1/1/2040) so that a certain post would always be at the top. It was throwing off our reporting and some rules.


Forum|alt.badge.img
  • Contributor ⭐️⭐️
  • 4 replies
  • July 27, 2023

Any status on this? Looks like it’s been 3 years and is still under consideration. 


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  • Contributor ⭐️⭐️
  • 4 replies
  • August 28, 2023

@sai_ram Curious to know where this stands on your roadmap as the last status was form 3 years ago. 


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