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Helper ⭐️
August 1, 2019
Released

Ability to pin a Timeline activity

Related products:CS Timeline & Activity Tracking
  • August 1, 2019
  • 46 replies
  • 1097 views
Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

46 replies

Contributor ⭐️⭐️⭐️⭐️⭐️
November 2, 2023

Thanks for the inputs, much helpful  @ajprince @Stephanie.williams 

Contributor ⭐️⭐️⭐️⭐️⭐️
December 8, 2023

In absence of this feature, some of my CSMs are following this practice: creating future-dated timeline entries dated 31-DEC-2099. Of course this breaks reporting accuracy when using the activity date field.

When users don’t get what they need they’ll figure a way around it. Help! Where does this item sit on the roadmap?

angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
September 18, 2024

This would still be beneficial :)

Angela Domenichelli (She/Her/Hers)
arioux
Contributor ⭐️
October 24, 2024

Hi! My CSM Team has been asking for something similar to this! They have started future dating Timeline activities, but I fear that it will hinder some reporting capabilities! Any update would be greatly appreciated!

 

bradley
Expert ⭐️
October 28, 2024

@revathimenon can we get some 👀 on this? I’m hoping “just use AI Cheat sheet” isn’t the answer, because they fill different use cases. @Sowmya 

Contributor ⭐️⭐️
November 6, 2024

Our organization also needs the ability to pin an activity to the top of the Timeline. 

 

jordan_cook
Contributor ⭐️⭐️⭐️⭐️⭐️
January 28, 2025

I upvoted this quite some time ago, but a few of my CSMs have once again requested this feature. Like others have mentioned, a manual human-lead pinning of an activity should be a pretty simple lift, and would provide a nice benefit for all of these organizations that have requested this. IMO, this should be done first, then the product team could consider an AI-driven approach.

Carol_Keyes
Helper ⭐️
August 8, 2025

Great idea! Love the concept of having a single place for an ongoing place to have updates in a specific timeline entry. This could have really interesting reporting uses for a quick view. 

Carol Keyes
dcassidy
Helper ⭐️⭐️
January 15, 2026

This came up recently at our org - this would be a nice feature to add. If the development were up to me and me alone, I’d keep it in the human’s hands (CSM pinning manually) for a while before going with the AI route. 

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 16, 2026
Updated idea statusDiscoveryDevelopment