Templates for specific Timeline activities

Forum|Forum|9 years ago
December 7, 2016
86 replies
2024 views

Timeline is so juicy....I love it!

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:

Show previous replies

danny_hallgren

Gainsight Employee ⭐️

The possibilities of this topic are very exciting to consider. This came up as an idea from my customer yesterday.

It's such a great idea and would be so helpful.I'm not shocked that it's already submitted.
Different templates for different activity types would be very helpful.

Is this idea anywhere on our roadmap?

cmultanen

Helper ⭐️

+1 to this idea. Our CSMs and Implementation teams are both actively using timeline and this is one of their top requests!

alison_kaprielian

Contributor ⭐️⭐️⭐️

I could see this being super valuable when our CSMs go through onboarding and have pretty structured agendas with our end users. Instead of copying and pasting into Timeline activities, it would be awesome to just add to a template that can be selected with each activity type.

jen_pakravan

Contributor ⭐️⭐️⭐️⭐️⭐️

is there an update on the timing of this?

manmeet_dosanjh

Helper ⭐️

I know I am late to this but, +1 from me and my team! They would love this addition!

samantha_braastad

Contributor ⭐️⭐️⭐️⭐️⭐️

This would be great for our CSMs as well. Many have monthly or even weekly calls with customers. Ideally, they could template a general layout for the text box but also a way to default the various contacts that are always on the call. It was certainly simplify the search functionality of having to add 4 internal users and 6 external users every week.

lane_h

Helper ⭐️

I have a few use Cases where this will be helpful!

Priority accounts

- What did you do this week?

- What is the plan for next week?

Exec Engagement:

- Here what you need to know

- This is what a positive outcome looks like.

Director of CX and Scale Programs