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andrew_cummins
Helper ⭐️
August 21, 2020
New Idea

Ability to track time worked with Outlook/gmail email integration

  • August 21, 2020
  • 19 replies
  • 350 views

We would like to be able to automatically track the duration (time worked) on an email when creating that email in outlook and it automatically going to Timeline through the integration. This would help save us time from going back over to timeline and adding the duration of work.

19 replies

Contributor ⭐️⭐️⭐️
August 22, 2020

This would be great to help success managers track their time and activity in the customer work flow.

Expert ⭐️
August 27, 2020

Hello @andrew_cummins @MegCurran 
Thanks for bringing this up.Will it help if we expose the timeline attributes in the gmail/outlook integration itself, where you can fill up these fields before logging them to timeline?

andrew_cummins
Helper ⭐️
August 27, 2020

Yes, that is exactly what we are looking for. To be able to fill in the info we need to fill in like duration while in Outlook so that duration (time worked) gets passed to the timeline entry.

Contributor ⭐️⭐️⭐️
September 3, 2020

@chethana  what Andy said! Yes we would LOVE that!

Expert ⭐️
September 24, 2020

Hello All,

We are working on building this experience. We will expose the timeline composer in the plugin space, whichever information can be populated we will do that, like meeting description into notes, attendees will be mapped to internal and external attendees. User can then manually fill in attributes which were not pre-populated.
I would like to share the design of the idea. Please provide your comments. The right side of plugin space will be made available for email as well.
 


 

Contributor ⭐️⭐️⭐️
September 24, 2020

@chethana  will there be a field to add time/duration? Looking great so far!

 

Expert ⭐️
September 24, 2020

@MegCurran You can create custom attribute to track and tie it to specific activity type.So when user choose to that activity type, they can fill those attributes.
 

Contributor ⭐️⭐️⭐️
September 24, 2020

@chethana  great thank you. And I assume we can add a subgroup drop down? Thanks!

 

andrew_cummins
Helper ⭐️
September 24, 2020

This looks really great! Nice job! if we add fields in the MDA object and utilize dynamic dropdown lists will we have control over what is displayed and what not to display? Also, will this sidebar be avail just for calendar items (as shown in the pic) or also when creating emails?

Expert ⭐️
September 24, 2020

@andrew_cummins  this will be available for email as well. But to begin with  we will start with calendar.