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New Idea

Ability to Access All Timeline Activities from within SP and CTA

Related products:CS Timeline & Activity Tracking

heather_hansen

We are heavy users of Timeline and Success Plans, and have a request for the ability to select to view all Timeline activities from within the Timeline section of Success Plans or CTAs.  From the end user perspective, I want to be able to review previous timeline entries as I’m getting ready to track my current activity.  I know it could get noisy, so maybe an option to toggle it on/off. 

Maybe this would also be a place where “pinning” or “starring” would home in handy.

 

2 replies

sarahmiracle
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  • 354 replies
  • July 2, 2024

@heather_hansen there’s a toggle to turn this on for CTAs, but not for Success Plans it seems 😭

 


dayn.johnson
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  • 647 replies
  • July 3, 2024

#productparity seems to be the theme of the day… if not the week.

sarahmiracle wrote:

@heather_hansen there’s a toggle to turn this on for CTAs, but not for Success Plans it seems 😭

Success plans need this toggle!


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