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New Idea

Timeline + Call to Action

Related products:CS Cockpit & Playbooks
  • November 15, 2024
  • 3 replies
  • 33 views
jean.nairon
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maya_peterson
naquiyah_cash
devin_stevens
  • jean.nairon
    jean.nairon
  • einat_pick
    einat_pick
  • maya_peterson
    maya_peterson
  • naquiyah_cash
    naquiyah_cash
  • devin_stevens
    devin_stevens

bradley

Basic User Story: As an end user, I want to be able to see and interact with a Call to Action and its Timeline on the same view, so that reviewing and documenting CTA specific timeline activities is easier.

 

Today, CTAs utilize the third pane concept, meaning that rather than using the full width of your screen to its full potential, you get something like this:

 

What I would like to see, is better utilization of this space so that when I pull up a CTA, its Timeline isn’t a separate tab, but the activity history is right there, side by side with the details or whatever other CTA related sub-tab I have going on there, as part of the actual CTA layout.

 

This is a combination/expansion of my Cockpit idea here: 

bradley

 and my general loathing of the amount of whitespace throughout the platform which, in addition to being well documented here in community, is an increasing problem I encounter with my users battling the dearth of information we can present on any single screen in favor of some non-functional “aesthetic”.

The goal, ultimately, is to both make it easier for users to see the activity for a given call to action alongside the details, and create a stronger association between creating a Timeline entry for a particular CTA and the CTA itself.

 

 

@revathimenon I’m not sure if this is a CTA or Timeline PM related thing (or someone else all together) but would appreciate getting the appropriate eyes on it since I can only put it in one community category.

3 replies

darkknight
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  • Expert ⭐️
  • 1980 replies
  • November 17, 2024

Somewhat similar:

 


bradley
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  • Author
  • Expert ⭐️
  • 1128 replies
  • November 18, 2024
darkknight wrote:

Somewhat similar:

 

Oh nice, missed this when looking for similar ideas before


darkknight
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  • Expert ⭐️
  • 1980 replies
  • November 18, 2024

@bradley easy to do. I can’t seem to find anything in community anymore. 🤷🏼


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