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New Idea

Calendar Version of Timeline

Related products:None
heather_hansen
  • heather_hansen
    heather_hansen

sgeorge
  • Gainsight Employee ⭐️
  • 2 replies

Is it on the roadmap, or is it possible that we can have a calendar view of Timeline on the Global Timeline and the C360/R360 Timeline? The use case is that this is normally in project management tools such as smartsheet, monday.com, etc. and it helps create a holistic view for that customer to be able to see how the month’s activity vs scrolling and filtering for dates in a linear format. 

 

  • Show: Name of Timeline Activity or Count of specific timeline activity type
  • Filter Options: Specific Account (when viewing via C360), User’s Accounts  (global), Timeline Activity Type (Call, Meeting, etc.), Custom filter to see all business reviews for example
  • Views: Daily, Weekly, Monthly (monthly being a higher priority)

 

Also requesting this for CTA’s / Success Plans Subjects 

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