Ability to create Timeline Activities under CTA through Outlook Plugin

@VIjayasailesh Katuri  - can you explain a little more about what you’re trying to do?

We also use the Outlook plugin to sync meetings and emails from a CSM’s Outlook inbox and calendar - but sometimes those emails or meetings have action items/next steps that a CSM has to follow up on. We are looking for a way to create a Task/CTA from that Timeline activity record so the CSM doesn’t have to navigate to Cockpit and create a CTA record. 

Is something like this what you are also trying to do?

@lindsay.smithnorris you can create tasks from the timeline entry, you click on task and it’ll generate an automated “To Do: “Timeline Entry Subject” CTA with those tasks. It’s not doable from Gainsight Assist but clearly, from the timeline entry it’s already a feature.

@VIjayasailesh Katuri +1

It’s a pain to go and do the linking afterwards and since we can search for the company / relationship record from Gainsight Assist, it doesn’t seem overly complex to be able to also search from CTAs on that relationship to link the entry to.

@alizee thanks for your quick response. See the attached screenshot of a Meeting timeline activity record that was created from our Outlook sync. I’m not seeing where I can click on Task for it to generate a “To Do” CTA...is it a setting or configuration that we need to enable with our admin? 

@alizee thanks for your quick response. See the attached screenshot of a Meeting timeline activity record that was created from our Outlook sync. I’m not seeing where I can click on Task for it to generate a “To Do” CTA...is it a setting or configuration that we need to enable with our admin? 

 

Hi @lindsay.smithnorris That’s because you’re editing a timeline entry you didn’t create. Only the creator of this timeline entry can do this. Try and create one yourself to see the option per the below :

Hi @alizee yes this worked and I understand now what you were referring to earlier. Thank you!

While you can link timeline activities to a CTA, it would be nice to have the ability to do so from the Plugin to allow you to select Timeline or CTA timeline.