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.
Discovery
Ability to pin a Timeline activity
- john_apple
- sunand_padmanabhan
- brandy_guillory
- jordan_cook
- jean.nairon
- mary_taylor
- azhar_uddin
- mike_nicholson
- steve_davis
- link_black
- angela_domenichelli
- katie_b
- colleen_fleming
- melissa_davenport
- chad_horenfeldt_c2ba52
- zach_davis
- emily_davidson
- christopher_sanderson
- cmultanen
- kate_green
- sarah_1ab4cb
- manmeet_dosanjh
- keith_mattes
- alex_legay
- heather_hansen
- kelly
- anna_whitehouse
- tanya_strauss
- meenal_shukla
- spencer_engel
- dan_ahrens
- puna
- pamela_mackie
- colette_goode
- godwin_saldanha
- JWaldeland
- sheila
- lynn_quigley
- ana_g
- lucianluta
- jbossert
- lsiegfried
- ashleyunity
- cliff_pape
- Revant_Amingad
- gunjanm
- jmendoza
- pmccrudden
- chriscuss_unity
- lauratherese
- dancif_unity
- andreammelde
- esinclair
- bhavik.shah
- TmoR7
- Ricardogs18
- tammy_c
- ilaydaonbilgin
- twoodruff
- GraceP
- mstollenwerk
- cankney
- aliew
- CurtisValentine
- jivanova
- bradley
- kstim
- obarrette
- lgriessel
- leah.myers
- Christina P
- johnny
- sarahmiracle
- timellis
- romihache
- kwiley13
- lautenjk
- Chris Mudd
- jaredjasso
- owbou
- saltamash
- alizee
- Molly.McQ
- CarollynnC
- anthonyjbrown
- Amulya
- JeriLim
- aeusebio
- Mitsuo Nagano
- chiggitt
- bradybluhm
- chtown12
- kppatel
- karentaylor
- jenlpro
- bmayden
- Anni975
- Padolfi
- puna.paahana
- zdsiegert
- umur.korkut
- Nikhil Cherukuri
- achandak
- BgreenGWIQ
- Josh R Gray
- meg.sutherland
- shoshanawalters
- MargaretOReilly
- ajprince
- Kornelija_V
- indraneelpampatiptc
- ryanhammer10
- bobbie.mcglinn
- justo.casablanca
- melani.engelken
- karibarthel
- alliheller
- fatima_sarah
- jguerriero
- TW119
- tim_p
- ecurry123
- Stephanie.williams
- nataliemastalski
- scarstocea
- PwCOps
+2Love this suggestion. Very relevant! Thanks Anastassia for suggesting it.
What do you think @nitisha_rathi ?
What do you think @nitisha_rathi ?
VP of Customer Success at Forcepoint
Great idea! Very useful to keep the more important engagements at top of mind.
We’ve also had our team request this for our instance as well, love this idea!
+1@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…!
We have a solid requirement and having this feature would add a lot of value.
Hi
1 person likes this
Any update on this? Such a brilliant suggestion
+8I’d love to hear if there are any updates on this? We are receiving multiple requests from our CSM for the ability to
- Pin Timeline activities (Universal) so that who ever is visiting the timeline can see this pinned activity on the top
- Star Timeline activities (User Specific) so that the user who has starred the activity can see this on the top of the list.
+1+1, would love an update on this.
+1Would also like an update on this! Thanks!
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.
+2Bumping this for visibility.
+3BUMP again! We need this !!!!
+10What 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.
Customer Success Systems Admin @ Amplitude, 2x Gainsight CS Ops Product Council Member
‘Ability to pin a timeline activity’ is under consideration, will update this thread when there is clarity in terms of timeline for this feature.
1 person likes this
+8Would love to see this one happening!
Continuous improvement is better than delayed perfection
1 person likes this
+2The following idea has been merged into this idea:
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
+4I 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.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.