Currently, when you’re in a Success Plan you can create a timeline entry on an Objective. This entry will then show when you click on the Objective from the Success plan and it will show on the overall Timeline for the client.
There is not the ability to create a timeline entry from a Task.
There is also not a way when creating a timeline entry from the overall client timeline to tag an Objective so that it shows in the Success Plan when you select the Objective.
The following suggestion would make a more streamlined approach to creating timeline entries directly from the Success Plan, allow for better and more consistent reporting on timeline entries, the ability to introduce more filters on the client’s timeline, and reduce clicks for entries which ultimately drives higher adoption of timeline.
Because Success Plans allow for tracking of Client progress toward their objective and timeline allows for note taking on client interaction, it would make sense to allow for direct note taking on Task completion as well as Objective completion.
Suggestion: Timeline Entries should allow for the selection of an Objective and/or Task to be linked to the entry. Further, timeline entries should be able to be created and viewed directly from a Task in a Success Plan.
Thanks for the idea. We are currently thinking about solving the use-case where a timeline entry can be linked to an objective, success plan, etc. directly in 360. We will share more updates as we have more clarity.
Adding a Timeline at task level is not planned yet.
Thanks,
Nitisha
Adding a Timeline at task level is not planned yet.
Thanks,
Nitisha
1 person likes this
Hello Everyone!
Happy to announce that your request has been considered and included as part of v6.9 release (Dec). Gainsight has now introduced a Timeline tab at the Success Plan level. With this enhancement, CSMs can now post activities, save drafts, and view all activities related to the Success Plan. Each Success Plan will have its own Timeline tab, but this tab is not available for externally shared Success Plans.
You can find the relevant information in our v6.9 Release Notes.
This feature is implemented in only NXT version.
Thanks for posting!
1 person likes this
+3
Health Score for example - we have instances where the CSM does enter a HEalthScore Update, but they do so in the Timeline in C360 instead of accessing the timeline through HealthScore. Thus, it appears they never made an update when in fact they did- but just didnt do it through Health Score.
An easy solve it to have the ability to associate it regardless of where you enter timeline entry
Is there an additonal idea for this already that we can vote on?
+1
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