Make editing of timeline activities a user configurable permission

We definitely need this update to clean up the entries coming in from the Gong integration. 

Hi all,

Adding that this is still something that would still be very helpful. We are currently running a test that involves emails being sent from the CEO. A coordinator is BCCed on those emails and is logging them to timeline. In a few instances, our coordinator has either missed/been slow to add some additional tags to those emails. I am on a tight reporting deadline and I would like to be able to edit the activities without having to wait for the coordinator to get to it. 

Giving admin the ability to edit timeline entries from others would be very helpful for me right now.

Would love to hear any approximate timeline updates on this!

This is even more necessary due to the limitation of Gainsight allowing inactive Company Person records to be added as an external attendee. That problem is bad enough and is compounded by a cumbersome solution where the only way for admins to fix it is via API rather than just editing the Timeline record. 

• Give Admins the Ability to Control Which Person Records Pop up when Posting to Timeline New Idea
• 9 Votes

Any updates on this idea? Looks like 6 months ago it was moved to “under consideration” and there is a lot of general support across the Community to get this live. 

@Ariana.Orona for visibility

Would love an update on this as well!

We just had this raised by one of our key internal stakeholders. Sometimes things are being logged, by the Outlook plugin for example, that need to be corrected by other owners of the account. This is also going to impact things like Customer Cheat Sheet, and other new AI features, that will only have access to incorrect information in the activity.

@Sowmya may we get an update from you as to where this item stands?  When will it be prioritized by GS and added to the roadmap?  Nearly 200 admins want to know.

-JJ

Hi @jeremy_johnston 

Thank you for the response.

We understand this is critical item that saves time and empowers CSMs.

We intend to prioritise this item for the upcoming release and will provide updates on the timeline as progress is made.

Use case for us:

Our engineers work with a customer (user level) to solve a use case and log this use case to the Timeline. Typically, they don't have a complete view of the value of the use case and cannot add it yet. Then, the CSM will talk to the customer (sponsor level) to identify the value of the use case. It would be great if they can add that to the original use case by updating a field.

@Sowmya is there any update on this?  We just implemented Gong and it’s resulting in a lot of issues for us.  With 177 votes and the fact that this was “Under Consideration” 9 months ago, I would have expected this to already be in development.

Hello everyone, this feature is planned for our Q4 release (Jan 2025). We will keep you posted in case of any changes. 

PLEASE GAINSIGHT, for the love of God, give super admins the ability to edit timeline activities!!!!! I am going crazy right now trying to figure out a workaround for failing External Actions and there is none because of this limitation! 😭

Hi ​@ChiragJ  - any updates if this will be part of the upcoming release? I don’t see any mention of this in the release notes. Thanks

Disappointed to see that this didn’t make the Q4 release despite the one Timeline change for CSMs. Do we have any update on where this is at? ​@ChiragJ 

Hello ​@jenlpro , ​@tcolacicco , ​@mobrien14, We totally get your concerns and understand the frustration. For our January 2025 release, we prioritized Reparenting capabilities for Timeline activities for authors, which was also crucial. With that, we have Edit and Delete capabilities with configurable permissions as one of the top items on our list now and we'll keep you updated on the release timeline as we get closer. Thanks for your patience!

Hello Everyone, I am hosting a VCAM on this request to get your inputs on scenarios and use cases that we can consider bringing in to deliver most value as quick as we can. I will present a proposed solution with some questions as well to get your thoughts on it.
Please check details and sign up for the VCAM here 

Our company agrees with this idea! 

Our current use case is we have another team joining our CSM calls and EBRs. We log those meetings and EBRs as Timeline activity. However, the other team has their own notes they need to add. Rather than adding a separate timeline entry, we would prefer it to be all on one timeline entry so for reporting we only show one meeting.

We have also had the use case where we have a change in CSM and it is a pain to go in and clean up Timelines. 

Suggestion would be: if the person is listed as an internal attendee, they should also be able to edit the timeline entry or at least edit certain fields.

Notably, CTA are able to be edited by everyone, so the separation of duty/accountability/compliance is inconsistent between the two. For example, I can add a timeline entry to any CTA and create tasks for CTA, regardless if I am the author of the CTA.

( ​@ChiragJ Looks like we missed the VCAM by a day here, but happy to chat or be involved moving forward with any testing, etc. if that would be helpful.)

Noted, Thanks for sharing ​@Erika . We would likely have a smaller step in the direction like allowing a user group at first to be able to edit. And then get to more granular permissions.

This is so important, especially if accounts are co-owned. I think even more important though is the ability to re-parent a Timeline entry.

I’d really love the ability for our users to edit Activities created through our Gong integration. Some key things we’d like them to be able to do 
 

• Log their own tasks on the gong activity so that it’s in their cockpit for follow up
• Mark if there was an exec present 
• associate the activity to the appropriate CTA 
• identify what kind of meeting it was (interaction type of Business Review, Check-In, etc.) 
• Edit / add their own notes. 

Since this is not currently possible, our users are going to have to manually log an additional meeting activity. It’s so nice the gong meetings are automatically added to Timeline, but it’s frustrating for users that they can’t just add to that automated activity, instead they need to duplicate.