Scorecard Activity Types

Related products: None

Hi all, and happy friday!

I had a question about the “Scorecard Timeline Comments” feature that I shared a few weeks ago during “Admin Office Hours”. I haven’t enabled the “Scorecard Timeline Activities” feature within my org yet. Is there a way for the GS admin to write a rule that auto-converts to a different activity type other than “Update”? Or is there a way to re-purpose ‘Update’ activity type?

Thanks in advance,

Jasmine

Page 1 / 1

Hi @jaw,

We have added this enhancement to our roadmap recently, and will be available soon. You would be able to choose the activity type for automated activities.

@jaw Would it be possible for us to have a brief 30 min call to understand this request in more detail? We are working on this, and want to make sure all use-cases are catered to.

Your inputs will be very useful. Please let me know of a suitable time. I am based in India.

Regards,

Shantan