Timeline Activity Types Quota

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  • Idea
  • Updated 2 months ago
  • Under Consideration
Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Meeting' and they count towards the quota limit. This means that I am limited in the amount of custom TL Activity Types that I can create. Not sure why there is a limit? 

But it would be very helpful to increase this quota since we like to report on what our CSMs are actually doing and some of these Types hinder this. We would like to be able to differentiate between some types of Calls/Emails etc. If the quota was increased or if there was none, that would be helpful. I want the Timeline feature to be robust and this doesn't allow us to get specific enough. Having distinct Types will make it easier to filter through and report on said activities. 

I did see another post regarding Activity types but it referred to being able to customize them. I think it might have been posted before this feature enhancement was pushed in one of the product releases. 
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Manmeet Dosanjh, Champion

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Posted 2 months ago

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Dan Ahrens, Gainster (employee)

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Hi Manmeet, if I understand your use case correctly, you have different types of Calls, Emails, etc that you'd like to be able to categorize for reporting purposes, etc. 

We added a new feature in the November release that I believe is perfect for your use case. You can now add a custom dropdown field to an activity type (see this article). So you could add your subcategories as custom fields - for example you could have the following types under Call:

* Call - Kickoff
* Call - Project Status
* Call - Escalation
* Call - Executive Outreach
and so on. 

This would also reduce the administrative overhead for any custom fields that you may have, as instead of having to build and maintain a large number of unique activity fields, you can have the parent activity type fields and then sub categories under each parent activity type. 

Hope this works for your use case!
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Manmeet Dosanjh, Champion

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Hi Dan,

Thanks for that suggestion. I don't think it's quite what I was looking for though! 

This would be good for reporting but that wasn't my biggest concern in suggesting this idea. I would rather have the CSMs be able to easily log what activity they are doing, that is specific enough, and can then be easily searched for in Timeline using either the "Select Types" option using the search bar. 

Using these custom fields, does not allow for this easy navigation. If I use custom fields to account for the different types of "Calls" we might be logging, then I can't easily filter to only "Call - Kickoff" entries unless we coach the CSMs on putting that information into the subject line or the notes. That wouldn't be too much to ask from our CSMs but I'd rather give them more flexibility in using Timeline. This feels to restrictive. 

I will keep this in mind though! I could see potential in using this option instead of increasing the quota. For now though, I will just have to consolidate the Types we have created. I was hoping to avoid adding another field for CSMs to have to select since we are re-rolling out Gainsight after poor adoption from our first attempt.