Make editing of timeline activities a user configurable permission

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. 

We are releasing the Admin configurable edit and delete capabilities in production this weekend. Details can be found in release notes and related articles. ​@ashapiro