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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

    Contributor ⭐️⭐️
    July 29, 2019
    Adding a comment to push the urgency on this request. My CS teams are super collaborative and not being able to edit each other's timeline entries is causing a lot of inefficiencies for them. A suggestion might be if they are an "Internal Attendee" on the activity, they should be able to edit the note. Thanks!

    dan_ahrens
    Expert ⭐️⭐️⭐️
    July 29, 2019
    Hi Jackie, Kaye,

    The approach we are taking with collaboration is to allow other internal users to add comments in a thread to the original post (similar to how it's done here on community, on Facebook, on Slack, etc). We are hoping to have this shipped before the end of this year. :)

    VP of Customer Success at Forcepoint
    Contributor ⭐️⭐️⭐️
    August 24, 2021

    Has this been considered yet for Gainsight NXT? Our CSMs ran into this today and I didn’t notice any user settings that allow us to make this possible.

     

    @dan_ahrens 

    dan_ahrens
    Expert ⭐️⭐️⭐️
    August 30, 2021

    Has this been considered yet for Gainsight NXT? Our CSMs ran into this today and I didn’t notice any user settings that allow us to make this possible.

     

    @dan_ahrens

    HI @dan_kenner - threaded comments is released functionality and is available on all Gainsight editions currently. 

    VP of Customer Success at Forcepoint
    Contributor ⭐️⭐️⭐️
    September 2, 2021

    Yes I’m familiar with threaded comments. While the functionality is a good workaround, I still wondered about the actual editing of the event. Since the comment functionality exists, is there no intent to allow other users to edit them?

    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 2, 2021

    Yes I’m familiar with threaded comments. While the functionality is a good workaround, I still wondered about the actual editing of the event. Since the comment functionality exists, is there no intent to allow other users to edit them?

    It’s under consideration by the team. Few business collaboration tools with social commenting features allow all users to edit content regardless of who created it. Usually the need for collaboration is achieved through comment threads and allowing admins the access to edit the original post, if needed. 

     

    For example, on this community platform, a regular user can comment on Jackie’s original post, but they can’t edit Jackie’s original post. Only Jackie or an admin can edit her post. This is a pretty standard approach. 

    VP of Customer Success at Forcepoint
    eku_malcolm
    Contributor ⭐️⭐️
    October 18, 2021

    This is a feature that would be ideal for our CSMs to have as they also work collaboratively and it would be ideal for multiple people to be able to contribute to a timeline entry. 

    The use case I encountered today though was that I was unable to edit Timeline entries (I needed to back date the activity type for 8 entries since the beginning of the quarter) and was unable to do so even though I’m a GS SuperAdmin with our company. 

    To the point mentioned above, I understand if it’s not a function that is available for everyone but included in the Timeline permissions, it’d be great to have an edit function available to Admins. 

    soumitrasahu
    Helper ⭐️⭐️
    October 26, 2021

    @eku_malcolm As of now, this is not in our short term roadmap. We will let you know once we add it to our short term roadmap.

    andreammelde
    Helper ⭐️⭐️
    October 26, 2021

    Yes I’m familiar with threaded comments. While the functionality is a good workaround, I still wondered about the actual editing of the event. Since the comment functionality exists, is there no intent to allow other users to edit them?

    It’s under consideration by the team. Few business collaboration tools with social commenting features allow all users to edit content regardless of who created it. Usually the need for collaboration is achieved through comment threads and allowing admins the access to edit the original post, if needed. 

     

    For example, on this community platform, a regular user can comment on Jackie’s original post, but they can’t edit Jackie’s original post. Only Jackie or an admin can edit her post. This is a pretty standard approach. 

    It would be good for the Admin or SuperUsers to be able to edit timeline entries though. Sometimes we need to make some configuration changes or have a new process and need to make field updates to previous timeline entries

    Andrea Carroll
    davebrown2242
    Helper ⭐️
    March 21, 2022

    @dan_ahrens @Cornelia 

    Hi GS team,

    I am a bit confused here: is this implemented?

    The ask is to have a permission set that allows collaboration in editing timeline entries. Today we have specialized teams that focus on workshops and advanced CSM objectives - rather than pinging each other back in forth via Teams and email - would much rather edit the timeline note directly.  This could be a forward thinking add for the future of Many:Many CS models now in existence. 

     

    Not only would this increase the accuracy of the notes taken, it would reduce the time required to record these critical and value added activities.
     

    Happy to discuss directly if needed.

    DB