Question
Hi is there a way to change the activity type for to-dos created in timeline?
As an example, our internal teams are looking to modify the activity type within timeline, as generally these "to-dos" or tasks tie back to work that is already categorized, like an escalation. By having consistency across these to-do's back to the broader activity type, we could potentially have the opportunity to better quantify the work being completed by CSMs.
+7The Types of Activities in Timeline is customizable:
Documentation here:
https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
However, after an activity is logged, the type cannot be changed. You can vote for that feature here: https://community.gainsight.com/gainsight/topics/option-to-change-type-in-timeline
Or, you could create a custom field for Activity "sub-type" or "purpose", which would be editable after-the-fact.
Documentation here:
https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
However, after an activity is logged, the type cannot be changed. You can vote for that feature here: https://community.gainsight.com/gainsight/topics/option-to-change-type-in-timeline
Or, you could create a custom field for Activity "sub-type" or "purpose", which would be editable after-the-fact.
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