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jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
January 26, 2018
Released

Allow Timeline Activities to be Cloned

Related products:CS Timeline & Activity Tracking
  • January 26, 2018
  • 22 replies
  • 348 views
Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot of them have requested that they be cloneable and then editable (similar to the functionality for rules).

    22 replies

    jeremy_johnston
    Helper ⭐️
    June 10, 2021

    I have CSMs asking for this functionality also in our org.

    -JJ
    Chirag
    Helper ⭐️
    June 27, 2021

    This is a valid ask but, We don’t have an immediate plan to support this as the team is occupied with other High-Priority items. Adding it to our long-term roadmap.

    Contributor ⭐️⭐️⭐️
    June 30, 2021

    I just wanted to put in another vote for this functionality.  We have only been using Gainsight for 2 weeks, and CSM’s are already asking for the ability to clone activities.  Please make this a short-term roadmap item, as it would be a huge help for CSM’s.  Thank you!

    Contributor ⭐️
    November 9, 2021

    One more vote for the ability to clone timeline activities! This should definitely be short-listed as it would save me a lot of time adding bulk emails. 

    spencer_engel
    Expert ⭐️
    February 9, 2022

    This would be very helpful for our org, especially our high-touch segment that frequently has to log 10+ attendees in their recurring meeting Timeline entries, which can get quite tedious as you can imagine. Would be much easier if they could clone a previous entry where those attendees were already filled out.

    mindy
    Helper ⭐️
    February 9, 2022

    Yes! Either clone the activities or allow end users to create their own templates that has specific attendees already listed. My CSMs complain about having to find the same list of people every week for our high-touch customers that have weekly syncs.

    anirbandutta
    Expert ⭐️
    February 10, 2022

    @soumitrasahu interesting usecase here.

    It's an opportunity for engagement
    Contributor ⭐️
    October 30, 2025

    もう7年経ってますがこの議論どうなってますか?検討はしたのでしょうかね?

    pranaykundarapu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 20, 2026

    @Chirag Our Customer Success Managers are currently logging their timeline activities in Gainsight, which are then synced back to Salesforce. They require two lookup fields that cannot be created on the existing Timeline object. Therefore, we have requested that they create a new timeline entry. However, at present, they are unable to clone an existing timeline activity and update it with their own details. Enabling cloning would reduce the number of clicks required and help maintain consistency across entries.

    It has already been 7 years, what is the status of this discussion? Has it been considered?

    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    June 24, 2026
    Updated idea statusNew IdeaDevelopment