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ganesh
Contributor ⭐️⭐️
September 1, 2016
New Idea

Ability to add rich formatting in Gainsight text (CTAs, tasks, descriptions, etc.)

  • September 1, 2016
  • 33 replies
  • 596 views
On behalf of a customer - it would be great to be able to have rich formatting available in Gainsight. Bolding, underlining, coloring, type face, indenting, bullets, etc-- things that will make playbook tasks jump out or link to additional materials. Currently, this can be done in a text app and then copied and pasted in. But it does not translate well and it looks poor aesthetically (haphazard).

Thanks!

    33 replies

    haleylund
    Contributor ⭐️⭐️⭐️
    February 9, 2022

    Hello,

    This is yet a major pain point in GS building playbooks for me. I have spent a lot of time going back and forth trying to fix the task description within playbooks without luck. I will often copy/paste the text be each playbook into notepad before building in a GS playbook.

    When manually typing task description there is not an issue with formatting with me, but this is not my typical workflow to build playbooks. I will first build playbooks in excel to visualize everything that needs built prior to bringing it into GS as a playbook. My workflow today is to build the playbook in excel, copy/paste everything one at a time into notepad, and then bring it into Gainsight. It’s an extra step that shouldn’t be needed, but the formatting issue is a major pain point yet and we are currently using NXT.

     

    If anyone has found a better way of building playbook adding task descriptions without the formatting issue in NXT I’d love to hear what you’re doing.

     

    Thank you!

    Haley Lundgren, Customer Success Enablement
    anirbandutta
    Expert ⭐️
    February 10, 2022

    @sriram pasupathi for latest on this thread

    It's an opportunity for engagement
    One_Tew
    Contributor ⭐️⭐️
    June 8, 2023

    Checking in for an update.

    Horizon Rules has been a major update to rules engine, but I see it still does not have a rich text editor in the Create CTA action.