Skip to main content
lane_h
lane_h
Helper ⭐️
June 26, 2018
Released

Timeline Posts for Entire Success Plan

Related products:CS Success Plans & Customer Goals
  • June 26, 2018
  • 6 replies
  • 98 views
We are leveraging Success Plans to track Objectives for Priority 1 accounts in our portfolios. We've asked team members to provide a Timeline update each week for progress and plan for the following week.

What I'm running into is you can only post Timeline updates for each Objective CTA and not the entire Success Plan. 

It would be great to have the option to post an update for the entire Success Plan vs one Objective since I might have worked on multiple Objectives that week.

      6 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      June 26, 2018
      I like this idea. Makes a lot of sense.
      VP of Customer Success at Forcepoint
        sagan_sherlin
        sagan_sherlin
        Helper ⭐️⭐️
        June 26, 2018
        +1 I can't like this one enough!  Also, Hi LANE!!  As we start building out our Success Plans more, it would be awesome if they could post on them as a whole - rather than the individual.  I could see this a request as we start to deploy them.  Awesome request!
        Gainsight Employee ⭐️
        hitesh_sharma
        Gainsight Employee ⭐️
        June 27, 2018
        Hi Lane,

        Yes we do have that in our roadmap, i have few follow up questions on same,

        1) Do you want to see Activities posted inside Objectives to be available in SP timeline?
        2) When you create an Activity in SP with Todo's, would you prefer to have an Objective in the same SP or an Individual CTA as usual?

        Regards,
        Hitesh
        lane_h
        lane_hAuthor
        Helper ⭐️
        June 27, 2018
        Hi Hitesh,

        1) Yes, I would want to see these in Timeline.
        2) This should fall into the SP.

        I want to clear up any possible confusion. I would still want the timeline entries to be available in the full Timeline not only a SP Timeline.
        Director of CX and Scale Programs
        Gainsight Employee ⭐️
        hitesh_sharma
        Gainsight Employee ⭐️
        July 3, 2018
        Thanks for the reply Lane, and yes Activities created directly in SP or inside the Objective will be seen in full Timeline.
        seth_schroeder
        seth_schroeder
        Gainsight Employee ⭐️⭐️
        July 27, 2021

        Hello Everyone,

        Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities such as the ability to post to Timeline at both the Success Plan and Objective CTA level.

        Thanks for posting!

        Terms & ConditionsAccessibility statement