One idea that could really help to drive organizational consistency is the ability to define a template that would auto fill parts of the draft activity text. For example, instead of giving the user free rein to enter whatever, if there were some key data elements or formatting style that was important for consistency, have the template drop that text in automatically.
For example, a possible template for a customer meeting could be:
[i]Summary:
[i]Current health & trend:
[i]Action items:
[i]Item 1
[i]Item 2
[i]Notes:
[i]Notes, etc
[i]Next meeting scheduled:
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Hi,
This capability should be available in next 3-6months.
Thanks,
Nitisha
Onsite with a customer doing training and all of the CSMs in the room are pushing for this.
We would also like to add a template for meeting notes when gathering requirements from clients. A template would make that process smoother.
This would be a huge value add and would make adoption much easier for us admins. Timeline provides a way better user experience than SFDC, but right now I'm trying to get my CSMs out of other note taking software like Dropbox paper, Evernote, etc.
They typically start there because they can create an agenda using a template, share the agenda, and take notes within the same doc.
Templates would be the first step and I could see it really driving our adoption. This would also help us train our newer CSMs on how to run effective meetings, etc.
@jpmehlhaff thanks for using the Timeline featuer and I can see how important the template feature is for you, we have added this to our product road-map, will update you once this is pushed to release.
Dear Gainsight:
Is this still on the roadmap? and can you elaborate on what’s being planned and when?
Thanks! Lyne
+1 to use for Implementation Handoffs so our team has an outline to fill out before handing off information to the Account Managers
+1 to use for Implementation Handoffs so our team has an outline to fill out before handing off information to the Account Managers. If this feature was built we’d use it for every timeline type we have.
@sai_ram: Still hoping to get an answer from GS on templates for specific timeline activities. Is this still on the roadmap? If no, do you have an estimated time?
thanks!
Lyne
Zendesk does this really well with Macros. When you are logging a ticket you can load in a macro that has pre-defined uses.
e.g fill in the notes with a template
This would be epic for Timeline to get really great detail on the events that happen on a regular cadence and we could even include Macros for filling in the duration etc for repeat events
Is this on the roadmap? Seems like it was at one point but customers are pushing for this to be released.
@lane_h - this is a request that would really help us with adoption.
We had a team meeting today and we were wondering about this too. Seems like it’s already on the radar. We’ve determined that from our experience that there are some predictable call structures to types of calls where we can create templates for those meeting types. It would help us a long way to be able to set templates for activity types and have custom fields.
doesn’t seem like this is getting much attention from product managers there. can someone provide an update?
This feature would also be EXTREMELY useful for my team, as Timeline is the second most used feature. It was mentioned 9 months ago that this would be released in 3-6 months. Is there a current status update here?
Clearly lots of excitement and desire for this enhancement! It doesn’t look like this is coming in the near term, but I’ll try and get a more detailed update and share it here.
Quick update from the product team: this enhancement is on our roadmap and hopefully will be released by the end of summer. There are some other exciting Timeline enhancements coming in the next release, including the ability to send emails with the activity details directly from the Timeline page, and to view the associated email stats.
@lila_meyer any additional updates on this? I didn’t see it included in the August release.
@lila_meyer would also love to hear any updates on this as it’s been a highly requested feature recently!
@lila_meyer Also wondering about this new feature. My team brought it up again this week! Thanks!
This is still planned, but there are some overall design changes and UX improvements to Timeline that will come first in our October release.
Is this still on the short-term roadmap? This recently came up again with our team and it would be super helpful.
Hi Calvin, it’s still on the roadmap, but probably not short term (as in next 2-3 months).
@dan_ahrens do we have an update here. This would be a GAME changer for us!
@dan_ahrens do we have an update here. This would be a GAME changer for us!
Hi @MegCurran - still part of the plan but no definitive timelines have been set yet.
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