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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

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 16, 2026

Hello everyone,
We're excited to share that Pin Timeline Activity is now in development! We're planning an MVP with the core experience, and here's what that looks like:

What are we doing:
- Users can pin/ unpin their own Timeline activities using the 3-dot menu on the activity
- Pinning is supported only on C360 and R360 pages
- Up to 3 activities can be pinned per account
- Pinned activities are visible to all users who visit the 360 page
Some limitations to be aware of
- This feature will be enabled by our team and doesn’t have an Admin control
- Once enabled, there is currently no admin toggle to disable it
- Reporting for pinned activity will not be supported
- Associated activities (through associated record on 360) cannot be pinned, main activities only
- Auto Email Capture activities cannot be pinned

We intentionally scoped this down to deliver value faster. We'd love to hear your thoughts — does this MVP address your core use cases? Are there specific limitations here that would block adoption for your team?
Your feedback will directly inform what we prioritize to bring in. Drop your comments below!

dcassidy
Helper ⭐️⭐️
June 16, 2026

This works well, for my org, as an MVP.

Ideally, later on we would be able to report on this - I bring this up because people may pin things and forget about them years down the road. It would be good to do a report to pull pinned activities and have the author unpin (clean up) older items. 

I do have a question - without admin control, if an author/pinned item owner pins something, and then leaves the company - how do we remove their pin if/when we need to? 

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 19, 2026

@dcassidy We will allow Admins and User’s with Edit permissions to perform pin and unpin on any activities as well 
Reporting we can consider as an enhancement 

mobrien14
Helper ⭐️
June 19, 2026

Glad to see this coming but I do agree with the need for reporting, even if it’s something as simple as a boolean (Pinned Y/N) and the date it was pinned as part of the Activity Timeline object. Anything that helps with auditing and instance maintenance is ideal.

dcassidy
Helper ⭐️⭐️
June 19, 2026

Thank you, ​@ChiragJ ! - excited that you’ll consider reporting after the MVP. It is a real need.

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 4, 2026
Updated idea statusDevelopmentReleased