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Contributor ⭐️
April 5, 2024
New Idea

Automatically apply a template to Timeline activity.

Related products:CS Timeline & Activity Tracking
  • April 5, 2024
  • 1 reply
  • 43 views

When a user selects the appropriate timeline activity type, we would like the templates to be used automatically.
 

1 reply

Msimonson
Contributor ⭐️⭐️
March 9, 2026

This would be immensely helpful to us at Qualtrics - We are introducing new Activity Types to our high-spend tier, where specific product feedback needs to be housed in a defined structure, in order for our product team to review and have consistency across feedback logs. Right now, it’s a manual step for a CSM to select the template themselves and has room for human error in selecting the wrong template.