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brittany
brittany
Contributor ⭐️⭐️⭐️⭐️⭐️
December 9, 2016
New Idea

Be able to add milestones from Timeline

  • December 9, 2016
  • 22 replies
  • 281 views
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

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      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. 
        dan_ahrens
        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
        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
        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.
          spencer_engel
          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
          cokken
          Contributor ⭐️
          March 6, 2019
          Is this feature still in the plans? This would be incredibly useful.

            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.

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