Templates for specific Timeline activities

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?

https://community.gainsight.com/cs-ideas-21/templates-for-specific-timeline-activities-2892/index3.html#post33985

Hi everyone,

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!

Hi @MegCurran - still part of the plan but no definitive timelines have been set yet.