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sarah_coote
sarah_coote
Contributor ⭐️⭐️
February 15, 2017
New Idea

Insert table in 360 Timeline Activities

  • February 15, 2017
  • 26 replies
  • 403 views
It would be great to be able to either insert or copy and paste tables into the logged Activities for Timeline 360. If I copy paste at the moment, it pastes as text and loses all table layout

      26 replies

      sarah_coote
      sarah_cooteAuthor
      Contributor ⭐️⭐️
      February 20, 2017
      Just to add an example scenario:
      Details are logged into a spread sheet showing the product, additional features, associated dates, and related actions.

      When logging a call/meeting on Timeline, it would be useful to copy/paste this info in the same table format as a reference point, rather than retyping. It also keeps the information visually clearer if we can use a table.
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      February 28, 2017
      Hi Sarah,

      Thanks for the post. We will look into the possibilities of adding this feature and will you updated about the status.

      Thanks,
      Nitisha
      melissa_terrell
      melissa_terrell
      Helper ⭐️
      March 6, 2017
      Our team has the same request.  They often create on-site agendas in tables and would like Timeline to support tables, charts, pictures, etc. 
      arielab
      arielab
      Contributor ⭐️⭐️
      January 14, 2019
      +1 for this idea, we would really like to have the ability to copy &past tables into activities in timeline

      sainyam_sandhu
      Contributor ⭐️⭐️⭐️
      February 25, 2019
      @nitisha_rathi : Is there an update on this feature ?

      Seems like we are also running into the same issue of copy/pasting and loosing table format.

      Is there a workaround available ?

      sainyam_sandhu
      Contributor ⭐️⭐️⭐️
      February 25, 2019
      @sarah_coote @melissa_terrell @arielab

      So, the teams who are running into issues of loosing table format while copying and pasting. How are you able to workaround it ? Have you advised your teams to re-type the meeting notes rather than copying and pasting.

      meenal_shukla
      meenal_shukla
      Gainsight Employee ⭐️⭐️
      March 5, 2019
      @nitisha_rathi

      Outplay. Outwit. Outlast.
      chris_h
      chris_h
      Contributor ⭐️⭐️
      November 19, 2019

      I am also interested in this topic. We would love to have the option of using tables at the timeline and also in Success Plans.

      I imagine this feature quite similar to what confluence offers. This one would increase the value of Gainsight heavily. We have several different tables that we would like to store in Gainsight (timeline and success plans). We even have colleagues who not really use Gainsight because of the missing tables option.

      @smitamohapatra Can you please check if this is something which will be established soon? We really would love to see this feature!

        toddmassey
        toddmassey
        Helper ⭐️
        April 30, 2020

        My team is using email to timeline (bcc copy to timeline) instead of logging activities correctly (i.e. using meeting activity type) because it allows a table to be added.  The inability to add a table from the activity creation is forcing bad practices on our team.  I’d like to see a way to create or past a table to timeline activities. 

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        May 5, 2020

        @All, Thanks for bringing this up! We have accepted your request and added it to our long term road-map. I will update you here once we consider this for release 

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