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dan_ahrens
dan_ahrens
Expert ⭐️⭐️⭐️
December 7, 2016
Released

Templates for specific Timeline activities

  • 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:

      86 replies

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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      June 24, 2019
      Hi,

      This capability should be available in next 3-6months.

      Thanks,

      Nitisha

        karen_adornetti
        karen_adornetti
        Contributor ⭐️⭐️
        June 26, 2019
        Onsite with a customer doing training and all of the CSMs in the room are pushing for this.

        steven_doty
        steven_doty
        Contributor ⭐️⭐️⭐️
        July 1, 2019
        We would also like to add a template for meeting notes when gathering requirements from clients. A template would make that process smoother.

        J
        jpmehlhaff
        Contributor ⭐️⭐️⭐️
        July 26, 2019
        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.

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          July 29, 2019
          @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.

            lyne_therien
            lyne_therien
            Helper ⭐️
            November 1, 2019

            Dear Gainsight:

             

            Is this still on the roadmap? and can you elaborate on what’s being planned and when?

             

            Thanks!
            Lyne

            R
            rsenker
            Contributor ⭐️⭐️
            November 22, 2019

            +1 to use for Implementation Handoffs so our team has an outline to fill out before handing off information to the Account Managers

            R
            rsenker
            Contributor ⭐️⭐️
            November 22, 2019

            +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.

            lyne_therien
            lyne_therien
            Helper ⭐️
            November 22, 2019

            @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

            sam_buddery
            sam_buddery
            Gainsight Employee ⭐️⭐️
            December 3, 2019

            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

             

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