Be able to add milestones from Timeline

Hi Brittany,

You are absolutely right and this exactly is our plan. All milestones should be visible in customer timeline and I should be able to add milestones directly in the timeline (milestone being an activity type). ETA to be decided.

Thanks,
Nitisha

Great news! Can't wait to see this take effect. Please keep me posted on when it will be.

Nitisha - I wondered about this too. We offer trainings workshops and want to record their customer attendance. We we going to use Milestones for that. Is that the best place for it?

Hi Leilani,

Are you planning to manually create a milestone for every customer who attends the workshop?
1. If yes, then I would suggest to use timeline. We are coming up with ability to create custom activity types, so you can create an activity type = 'Workshop' and log activities using this activity type.
2. If no, then can you please elaborate on how you are planning to capture this data and I'll be happy to suggest milestone vs timeline.

Thanks,
Nitisha

Hi Nitisha, For several of the customers I've been working with, tracking events like workshop attendance and participation in training for example are important to be logged as 'milestones' so that they can easily overlay with usage data (to explain a usage spike or demonstrate that the event had a positive impact over the longer term).  Ideally, regular Milestones like these would be included in Timeline without the user having to do anything differently.  Could you confirm if 'integration' of Milestones and Timeline is on the roadmap?  (I thought I read that somewhere else:-)  Thank you!! 

Hi Elaine,

Yes, it is in the roadmap. Milestone will become an activity type and all milestones will be visible in customer timeline.

Thanks,
Nitisha

Hi Elaine and Nitisha - so it sounds like from Elaine's response we should continue to use Milestones for workshop attendance and training participation - I like that in doing so could demonstrate that the event had a positive impact. And since Milestones will  be eventually visible in timeline, we are covered in both places. Am I understanding this correctly?

That's correct, Leilani!  

Our stakeholders are eager to have this functionality available.  Any updates on timing?

Hi Sara,

This functionality is not planned for summer release but probably will be planned for fall. I will update the ETA here.

Thanks,
Nitisha