Templates for specific Timeline activities

I know this comment isn't directed to me 🙂 but a couple other places where Timeline loses in comparison are things that already have feature requests but include: inability for anyone but the author to edit the activity and the inability for more than one person to write/edit an activity at the same time (a la Google Docs). Those are two huge deficiencies for our team, in addition to the templates.

This is an excellent callout Jen. We change CSMs on accounts here and some of our timeline entries are updates that others my need to update. I can see the multi logging if two people on the call being useful as well.

I love this template idea!! We're training 50+ CSMs soon and they'll be in Gainsight by June! HAving a template when logging an activity will help them save time AND help unify notes and maintain consistency with all our CSMs and notes!

It would be AWESOME to have this template available when logging an activity on the Timeline and when logging an Activity from the Timeline tab on an Objective! 🙂

+1 to option 2!

I LOVE the idea of having a "Timeline" task type where the task in itself is an activity log.

We also have a couple use cases for being able to create a template for certain activity types.  The ability to provide a little context in regards to what should be logged in the notes section would be incredibly helpful.

Hey Team!

Absolutely love the idea of having templates available in Timeline. Recently discussed this kind of functionality with a customer as a means of making an internal Transition Processes even simpler by using timeline templates.

Another interesting feature request had to do with using Tokens (like used in email templates or Rules Engine Comments boxes) to auto-fill certain key metrics in the Timeline Template.

So for the example below, it might look like this:
[i]
Summary: [Company: Company Name]
[i]Current health & trend: [current 2.0 health score] 
[i]Action items:

• [i]Item 1
• [i]Item 2

[i]Notes:

• [i]Notes, etc

[i]Next meeting scheduled:


This would allow for even more information to be brought in automatically that would be helpful for the user looking to add in meaningful notes into Timeline!

Would be happy to clarify further if needed! 
-Logan

Hello

I have many use cases for making use of activity type templates. Would save tons of time for CSMs having to navigate to internal knowledge management/pull resources to discover what should be included in the timeline activity. Just have it right there to drive consistency!

We also like the idea of having the ability to create custom templates for Timeline. We need the ability to create custom fields on a template or within Timeline that are aligned to the child account and searchable. Often times our CSMs are tracking notes on a child account and finding it very problematic to search for a particular activity using the current functionality when the entry is unique to the child account. Any thoughts/ideas? 

Added this as its own idea:  https://community.gainsight.com/gainsight/topics/create-a-timeline-task-type-in-playbooks