Skip to main content
New Idea

Timeline + Call to Action

Related products:CS Cockpit & Playbooks
  • November 15, 2024
  • 3 replies
  • 33 views
alison_kaprielian
jean.nairon
jessie_brainerd
colleen_fleming
grace
+25
  • alison_kaprielian
    alison_kaprielian
  • jean.nairon
    jean.nairon
  • jessie_brainerd
    jessie_brainerd
  • colleen_fleming
    colleen_fleming
  • grace
    grace
  • cmultanen
    cmultanen
  • kate_green
    kate_green
  • samantha_braastad
    samantha_braastad
  • darkknight
    darkknight
  • dan_ahrens
    dan_ahrens
  • rick_devoe
  • benoit_nadon
    benoit_nadon
  • leanne
    leanne
  • parimala_agnihotri
  • acote
    acote
  • t.uzel
    t.uzel
  • Frederico.Silva
    Frederico.Silva
  • ritaepreciado
  • KBRB
  • CurtisValentine
    CurtisValentine
  • josh.berger
  • angelo.morlani
  • rsivesind
    rsivesind
  • Neville Bryan
  • ameyers
  • alizee
    alizee
  • GainsightAdmin123
  • tricia
  • jana.frary
  • catarinacardoso

bradley

Basic User Story: As an end user, I want to be able to see and interact with a Call to Action and its Timeline on the same view, so that reviewing and documenting CTA specific timeline activities is easier.

 

Today, CTAs utilize the third pane concept, meaning that rather than using the full width of your screen to its full potential, you get something like this:

 

What I would like to see, is better utilization of this space so that when I pull up a CTA, its Timeline isn’t a separate tab, but the activity history is right there, side by side with the details or whatever other CTA related sub-tab I have going on there, as part of the actual CTA layout.

 

This is a combination/expansion of my Cockpit idea here: 

bradley

 and my general loathing of the amount of whitespace throughout the platform which, in addition to being well documented here in community, is an increasing problem I encounter with my users battling the dearth of information we can present on any single screen in favor of some non-functional “aesthetic”.

The goal, ultimately, is to both make it easier for users to see the activity for a given call to action alongside the details, and create a stronger association between creating a Timeline entry for a particular CTA and the CTA itself.

 

 

@revathimenon I’m not sure if this is a CTA or Timeline PM related thing (or someone else all together) but would appreciate getting the appropriate eyes on it since I can only put it in one community category.

3 replies

darkknight
Forum|alt.badge.img+4
  • Expert ⭐️
  • 1980 replies
  • November 17, 2024

Somewhat similar:

 


bradley
Forum|alt.badge.img+7
  • Author
  • Expert ⭐️
  • 1130 replies
  • November 18, 2024
darkknight wrote:

Somewhat similar:

 

Oh nice, missed this when looking for similar ideas before


darkknight
Forum|alt.badge.img+4
  • Expert ⭐️
  • 1980 replies
  • November 18, 2024

@bradley easy to do. I can’t seem to find anything in community anymore. 🤷🏼


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings