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Autopopulate Subject Line When Using a Timeline Template

Related products:CS Timeline & Activity Tracking
  • May 2, 2025
  • 1 reply
  • 10 views

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Hello, 

It would be helpful if you could auto-populate Timeline fields like the Subject line when you create a Timeline template. This would save CSMs time when documenting common Timeline entries and it would also help standardize Subject line naming conventions. 

Cheers, 

Emma

1 reply

christopher_sanderson
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I think it would also be helpful to default other fields that are part of the Activity Type, based on standard processes like an EBR timeline, where delivery could be in a different way per segment. If there is a field that could be auto-set with the template, while also adding the Notes, this would be very helpful.