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lila_meyer
lila_meyer
Gainsight Employee ⭐️⭐️⭐️
June 21, 2019
Released

PX: Folders for engagements

Related products:PX Engagements
  • June 21, 2019
  • 8 replies
  • 178 views
As we create more and more engagements, it would really be helpful if we could organize engagements into folders. I could see organizing engagements by topic or application page or release version for example. This would help me find what I was looking for more quickly.

    8 replies

    harshibanka
    harshibanka
    Gainsight Employee ⭐️⭐️
    June 21, 2019
    @lila_meyer thanks for the post, this feaure request of organizing engagements by Folder is underway

    Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
    lila_meyer
    lila_meyerAuthor
    Gainsight Employee ⭐️⭐️⭐️
    June 21, 2019
    Oh, yay! That's great news.

    Lila Krutel, Dir. Global Education Services
      harshibanka
      harshibanka
      Gainsight Employee ⭐️⭐️
      July 3, 2019
      Meanwhile, check out this post by @alextran as an inetrim Solution, great idea!

      https://community.gainsight.com/conversations/how-would-you-manage-a-high-volume-of-engagements-5cd0b639e4b0e18d6eded1ed

      Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
      cjacksonfe
      cjacksonfe
      Helper ⭐️
      September 16, 2019
      @harshibanka Since there was just a release and it does not appear to be there, is there a targetted release for this feature on the roadmap?

        lila_meyer
        lila_meyerAuthor
        Gainsight Employee ⭐️⭐️⭐️
        September 16, 2019
        Hi @cjacksonfe I believe folders is planned to be released in the next few months, so stay tuned!

        Lila Krutel, Dir. Global Education Services
          adamb
          Contributor ⭐️
          November 21, 2019

          In addition to folders, the ability to apply various tags to engagements, and then view engagements by specific tags, would be very helpful.

          Some engagements may be applicable to multiple folders (eg if you have a folder for all Voice of Customer engagements, and a folder for all engagements about Product A, a CES survey for Product A would be applicable to both folders, but would only appear in one of those lists.

          lila_meyer
          lila_meyerAuthor
          Gainsight Employee ⭐️⭐️⭐️
          May 26, 2020

          I’m happy to report that in the June release of PX (in just a few weeks!), Engagements can be organized with labels. This will allow you to group all of your engagements according to purpose: training, marketing, etc. You’ll be able to create & manage engagement lists based on dynamic labels & categories , and there will be a pre-defined and best practices set of labels & categories, plus quick filters and navigation.

          This will make it easier to manage all of your engagements in a simple interface and improves collaboration when multiple teams are working on engagements!

          Lila Krutel, Dir. Global Education Services
            kmalk
            Contributor ⭐️⭐️
            May 27, 2020

            Fantastic!! Thank you!

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