Released
Templates for specific Timeline activities
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:
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, etc