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New Idea

Be able to add milestones from Timeline

Related products:None
  • December 9, 2016
  • 22 replies
  • 208 views
brittany
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  • brittany
  • Contributor ⭐️⭐️⭐️⭐️⭐️
First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added elsewhere were visible here, but even better would be if we could add Milestones as an option for the type of Activity logged.

    22 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • December 9, 2016
    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
    cinco_coates
    elizabeth
    manmeet_dosanjh
    brittany
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    • brittany
    • Author
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • December 9, 2016
    Great news! Can't wait to see this take effect. Please keep me posted on when it will be.
    nitisha_rathi
    leilani_carbonell_pedroni
    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?
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • December 20, 2016
    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
    elaine_cleary
    • elaine_cleary
    • Helper ⭐️⭐️
    • December 20, 2016
    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!! 
    aurelia_wollen
    leilani_carbonell_pedroni
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • December 21, 2016
    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
    aurelia_wollen
    leilani_carbonell_pedroni
    leilani_carbonell_pedroni
    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?
    elaine_cleary
    • elaine_cleary
    • Helper ⭐️⭐️
    • January 10, 2017
    That's correct, Leilani!  
    sara_hoeffler
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    • sara_hoeffler
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • May 26, 2017
    Our stakeholders are eager to have this functionality available.  Any updates on timing?
    tzundelgainsightcom
    elaine_cleary
    brittany
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • May 29, 2017
    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
    cinco_coates
    • cinco_coates
    • Contributor ⭐️⭐️⭐️
    • July 28, 2017
    This is really great to hear that this is being worked on. Most of us around here love the timeline feature and having those existing milestones piped into the timeline would give an excellent "single pane of glass" to view the customer's history/background. 
    nitisha_rathi
    elaine_cleary
    brittany
    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • August 19, 2017
    Somewhat relevant to the discussion here around the relationship between milestones and timeline - you can use bionic rules to create a milestone automatically whenever a timeline entry of a specific type is created: https://community.gainsight.com/gainsight/topics/timeline-activity-vs-milestone
    VP of Customer Success at Forcepoint
    samantha_braastad
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    • samantha_braastad
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • October 6, 2017
    Hi Nitisha, 

    Is this confirmed as part of the Fall release yet? 
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • October 9, 2017
    Hi Samantha,

    This is not planned for the fall release, I will let you know the ETA once it is finalized.

    Thanks,
    Nitisha
    jen_pakravan
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    • jen_pakravan
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • October 18, 2017
    We would also consider this a huge win for our team if we could use milestones/timeline in that way. Would make a big difference in terms of adoption as well.
    jeremy_curry
    spencer_engel
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    • spencer_engel
    • Expert ⭐️
    • February 23, 2018
    Any update on this?
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • March 5, 2018
    Hi Spencer,

    This will be available post June'18.

    Thanks,
    Nitisha
    faelan_herriott
    • faelan_herriott
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • October 12, 2018
    Any update on this Nitisha? Tks
    C
    • cokken
    • Contributor ⭐️
    • March 6, 2019
    Is this feature still in the plans? This would be incredibly useful.

    sai_ram
    L
    • LoLock
    • Contributor ⭐️⭐️
    • June 8, 2021

    I see this is under consideration, but last comments are over 2 years old.  Any updates here?

    Currently we can log a milestone activity from the milestones section, or from a CTA.  But I don’t see a way to mark a Timeline activity as a Milestone?

    It would be nice if there were a simple checkbox when entering a timeline activity that identified it as a milestone.

    Additionally, the ability to create rules that mark Timeline activity types as a milestone.  I know CTA’s allow rules to automatically log a milestone when a certain task type is closed - if that functionality could be expanded to allow certain Timeline activities to be auto marked as a milestone, that would simplify workflow.

    sai_ram
    Chirag
    • Chirag
    • Helper ⭐️
    • June 27, 2021

    @LoLock Currently you can create activities of type milestone manually or you can even automate the process via rules that’ll automatically create activities of type milestonea. Can you throw some light why you want explicit checkbox to mark an activity as a milestone instead of creating a milestone type activity?

    sai_ram
    Erseburse
    Erseburse
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    • Erseburse
    • Contributor ⭐️⭐️⭐️⭐️
    • June 29, 2023

    @Chirag 

     

    +1 @LoLock ‘s recommendation. would be good to have the ability to have a checkbox to have a timeline entry “log as a milestone”.. It’s easier for the end user to search for the activity type rather than need to remember which ones are “milestones”…. The “log as a milestone” should just be built in within any activity type…. same with CTAs… Why have a seperate “type” be milestone. 

    spencer_engel
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