Enable others to edit a Timeline note to make it collaborative

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  • Idea
  • Updated 2 months ago
Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We have situations where there is a customer meeting, and then both the CSM and AM post notes recapping their insights from the meeting and it clogs up the timeline. 

Is an improvement coming where team members can collaborate on a timeline post?
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Jackie Cofield

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Posted 2 months ago

  • 4
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Dan Ahrens, Official Rep

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Hi Jackie, 

Thanks for using Timeline and we're really stoked to hear that your teams are using it. We do have plans on our roadmap to extend the capability of Timeline activities to include message threading, social features like being able to notify someone via an @mention and maybe even reaction emojis letting you give a post a thumbs up.

How does that sound?
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Denise Stokowski, Official Rep

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Another use case I have heard is for manager reviews to be able to comment specifically on a timeline entry created by their team.  Customer was also concerned about cluttering timeline in that scenario.
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Jackie Cofield

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That sounds great, Dan. How far out on the roadmap are these new features approximately?
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Dan Ahrens, Official Rep

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Hi Jackie, we don't have ETA details on that functionality right now other than it's on our medium term roadmap. We have some shorter term features that we're hyper focused on right now - like being able to integrate emails you send to customers into Timeline 'automatically' - but as soon as we tackle these nearer term challenges we'll be looking to expand our "social" type capabilities. 

Please do check out our quarterly roadmap webinar too (next one is scheduled for Sept 12, 2018) where our Chief Product Officer shares short term priorities and longer term vision. Look for an email invitation from our team closer to the event so you can sign up!
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Jackie Cofield

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Great thanks Dan. 
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Sagan Sherlin, Champion

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+1 on this request.  As we start to work with other departments, it would be nice for them to add onto the already existent Timeline Entry with their own notes.  Rather than creating a new Timeline Post and it being out of order from the original.  [Like a way to group them]
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Sai Ram Pulluri, Official Rep

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Hi All,  Make sense, we will definitely consider your request, but let us see how does other customers need this functionality. Gathering the inputs from other customers for better results !

@All Please hit Like or +1 to increase the priority in the road-map

Thanks for posting!