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Many of our CSMs have recurring weekly or monthly meetings with clients that have the same attendees, and generally the same agenda, however slightly different notes. It would be very helpful if a CSM could clone a Timeline activity and then personalize it further before saving to timeline.

We understand the ask but our current focus is on other requests like reparenting , edit capabilities and AI follow up. This request is currently parked and we will not be working in near future.


New IdeaParked