The adoption of Note Templates currently relies on the end user to hit the "Apply Template" button, which is an extra click that might take users some time to incorporate into their workflow, especially if the template acts as more of a prescriptive guide than an immediate time saver. In order to drive consistent adoption and standardization across CSM teams, it would be helpful if admins could configure a default template to be pre-applied to certain Activity Types so it's not optional for end users.
Discovery
Default note templates for certain activity types
+3
I am looking for a default assignment of a template based on the Activity Type. Though
+5This would be super useful for more structured activities with dedicated types, like QBR’s or ABR’s where you’ve got an extensive template that you know should be used.
+11Finally rolled out Notes Templates to the team, only to find out I can’t make them required 😫 sooo bummed about this. One of our pain points is inconsistency in timeline notes, and this was going to really help us out. With more than 50 CSMs, creating accountability for note taking consistency is difficult to achieve without guidance from the product.
Please allow us to make note templates required/default apply when creating a new activity of that designated type.
+9+1, this would be a great enhancement to achieve consistency and simplify one of many CSM’s daily tasks.
+2+1, this is a simple and effective means of streamlining our CSM activity time. By enabling a default note template for a particular activity type, our CSM’s can provide regular updates without needing to select a template every time. Small task but at scale is a time and effort saver that would be well received by our team and our business. Great idea!
+2
Thanks everyone for sharing the use cases. We will look into this and update this thread once we plan the way forward.
+5
I just received this exact request from our Team. We have a specific Timeline Activity Type where the Notes needs to always be in a specific format. The automatic application of a notes template would exactly solve their needs.
+1We just started using the note templates as a knowledge transfer opportunity between our Implementation Managers and CSMs. A template automatically generated based on the Activity Type would be super helpful!
+11Let’s get some more attention on this one! It’s such a great low hanging fruit opportunity to collect structured, consistent information in Timeline. The note templates concept is already there -- let’s now just give it an option to be populated by default for relevant types.
+3I wiiish that would be implemented. Would make life of CSMs much easier...
+1This would SO helpful to overall CSM adoption and consistency in note-taking. Hoping this gets prioritized. Seems like a quick win!
+9I’d love to see this happen! But we definitely need the capability to do it for milestones too!
This limitation is actually even more restrictive when it comes to Milestones. Not only can we not set a "default template" for them, but there is currently no capability to map specific note templates to specific milestone types at all. All milestones are just bundled into a single generic category.
I couldn't find an existing request for this, so I’ve created a new idea here if anyone would like to upvote it:
Sorry for piggybacking on this thread with other ideas, but calling out one more related request that, combined with all of this, would be a massive win:
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