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dietrich_carl
dietrich_carl
Helper ⭐️
December 16, 2016
New Idea

Create timeline activity from CTA

  • December 16, 2016
  • 15 replies
  • 281 views
There're automated and self created CTA's where I would like to make a timeline activity for upon closure. Today I need to close the CTA, then go to C360 and create manually an activity.

It would be more efficient if there's an option upon closure of a CTA that gives you the choice to create an Activity in the C360 timeline. Maybe immediate redirection to an “ + activity” screen or
maybe pop-up screen at closure of a CTA.




      15 replies

      Show previous replies
      karen_langevin
      karen_langevin
      Contributor ⭐️⭐️
      April 12, 2019
      I agree - CTAs and Timelin Activities should be connected.

      justyna_f5
      Contributor ⭐️
      September 4, 2019
      I​ fully support this idea too!

        phani_kumar
        phani_kumar
        Gainsight Employee ⭐️⭐️
        April 4, 2020

        In one of the previous release, we have released a feature where you can create a Timeline Entry’s from the CTA itself

        Screenshot:

          lila_meyer
          lila_meyer
          Gainsight Employee ⭐️⭐️⭐️
          April 30, 2020

          Marking this as partially fixed because as Phani says above, you can now create a Timeline activity from a CTA. However, the original request was upon closure of a CTA, present the choice to create an Activity.

          Lila Krutel, Dir. Global Education Services
            obarrette
            Helper ⭐️
            July 20, 2021

            +1 for automating the creation of timeline activities when a CTA is completed.

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