Templates for specific Timeline activities

It was mentioned about that this might be available post fall release - is that still a possibility and if so, is there any update on timing?

Hi,

This is still on the roadmap but ETA is not yet decided.

Thanks,
Nitisha

I think I heard about this functionality on the webinar yesterday about coming in the winter release next month. Could you let us know if we will be able to report on different sections or words in a template we can tag? That would be amazing.

Hi Chuen,

This functionality is on our roadmap and will not be a part of winter release. We also shared the roadmap in the webinar and maybe you might have heard it in that context. I will update you once we have an ETA.

Thanks,
Nitisha

Another customer asked us for this today in our onsite, great feature request!

I have had two customers ask if we are thinking about this in the last couple of weeks. Glad it's on the roadmap! 

We are just starting to train our CSMs on Gainsight and Activity templates is one of their big requests!   They would want to be able to create their own personal templates.  Global templates would be of limited use.

We really have a need for templates on the timeline when we log calls, meetings, and updates.

It would be ideal if there was an option for customers to upload their own templates in Microsoft word, Excel, or One Note format.

OR- Another Option, for those using Microsoft Office Products would be to possible create a plug in to send to gainsight from One Note(this is what most people are probably documenting meeting summaries in currently).

Unfortunately, Timeline doesn't currently have as robust capabilities as other solutions.

Hi Emily, aside from Templates, what do you see as some capabilities that are missing in Timeline vs other solutions?

Timeline offers a bunch of powerful advantages over other note taking products so I'm very interested in the areas where you feel there are deficiencies. 

Some examples of capabilities that set Timeline apart from OneNote, Evernote, etc:

• Online cloud based note taking with full cross team and function visibility - eases account transitions and coverage during PTO
• Automatic sync to SFDC
• Integrates with your contact database to accurate capture meeting attendees and ensure contact hygiene
• Reportable and actionable - you can create dashboards driven on timeline entries and set scores or CTAs from data present or absent from activity entries
• Create to-do actions in one step that appear in CSM's Cockpit for follow up
• Email assist outgoing messages automatically are added to Timeline (and email sync from Outlook and Gmail coming soon)
• Note taking on Account, Relationship or Task specific contexts that seamlessly integrate together.
• and more!

Whew! That's a lot. But....we want to make Timeline even better, so your feedback is most valuable. 

🙂

I was just thinking this morning I wish there was a way to make Timeline faster to populate from within a CTA.  

When you have a CTA that is specifically for EBR, it feels a little redundant to have to also go into the Timeline link (from the CTA), click "Log a Meeting" enter a freetext subject, etc. in order to capture notes/attach a file.  It's like "why isn't there just a field in the task itself to add my notes with a direct 'Attach a file' link there?" 

This may seem nitpicky, but when you're a CSM supporting a lot of customers, every click counts.  

If we could extend the template idea to CTAs by perhaps creating a new Task Type that is Timeline, which an Admin can preformat with all the standard details/fields specific to that CTA and have that embedded in the Task, CSMs can just add a couple of notes, tag contact(s), etc that would automatically populate a Timeline entry, it would save a few clicks and make it feel less redundant