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jackie_cofield
Contributor ⭐️⭐️⭐️⭐️
June 6, 2018
Released

Enable others to edit a Timeline note to make it collaborative

Related products:CS Timeline & Activity Tracking
  • June 6, 2018
  • 23 replies
  • 259 views
Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We have situations where there is a customer meeting, and then both the CSM and AM post notes recapping their insights from the meeting and it clogs up the timeline. 

Is an improvement coming where team members can collaborate on a timeline post?

    23 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    June 6, 2018
    Hi Jackie, 

    Thanks for using Timeline and we're really stoked to hear that your teams are using it. We do have plans on our roadmap to extend the capability of Timeline activities to include message threading, social features like being able to notify someone via an @mention and maybe even reaction emojis letting you give a post a thumbs up.

    How does that sound?
    VP of Customer Success at Forcepoint
    dstokowski
    Gainsight Employee ⭐️⭐️
    June 6, 2018
    Another use case I have heard is for manager reviews to be able to comment specifically on a timeline entry created by their team.  Customer was also concerned about cluttering timeline in that scenario.
    jackie_cofield
    Contributor ⭐️⭐️⭐️⭐️
    June 6, 2018
    That sounds great, Dan. How far out on the roadmap are these new features approximately?
    dan_ahrens
    Expert ⭐️⭐️⭐️
    June 7, 2018
    Hi Jackie, we don't have ETA details on that functionality right now other than it's on our medium term roadmap. We have some shorter term features that we're hyper focused on right now - like being able to integrate emails you send to customers into Timeline 'automatically' - but as soon as we tackle these nearer term challenges we'll be looking to expand our "social" type capabilities. 

    Please do check out our quarterly roadmap webinar too (next one is scheduled for Sept 12, 2018) where our Chief Product Officer shares short term priorities and longer term vision. Look for an email invitation from our team closer to the event so you can sign up!
    VP of Customer Success at Forcepoint
    jackie_cofield
    Contributor ⭐️⭐️⭐️⭐️
    June 7, 2018
    Great thanks Dan. 
    sagan_sherlin
    Helper ⭐️⭐️
    June 8, 2018
    +1 on this request.  As we start to work with other departments, it would be nice for them to add onto the already existent Timeline Entry with their own notes.  Rather than creating a new Timeline Post and it being out of order from the original.  [Like a way to group them]
    sai_ram
    Expert ⭐️⭐️
    June 21, 2018
    Hi All,  Make sense, we will definitely consider your request, but let us see how does other customers need this functionality. Gathering the inputs from other customers for better results !

    @All Please hit Like or +1 to increase the priority in the road-map

    Thanks for posting!
    kara_kogelman
    Contributor ⭐️⭐️⭐️
    October 8, 2018
    I like this as well.  This is the third post I've seen about this functionality and agree it is lacking. 
    toddmassey
    Helper ⭐️
    December 18, 2018
    I'm adding our team to this list. We look forward to when you can thread an activity in timeline.

    lpietryga
    Contributor ⭐️⭐️
    March 12, 2019
    +1. This would be great for our company as we have situations where multiple people (CSM and CS Director, for example) want to combine notes/takeaways for one business review without cluttering up the Timeline.

    Lynn