Be able to add milestones from Timeline
None
First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added elsewhere were visible here, but even better would be if we could add Milestones as an option for the type of Activity logged.
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You are absolutely right and this exactly is our plan. All milestones should be visible in customer timeline and I should be able to add milestones directly in the timeline (milestone being an activity type). ETA to be decided.
Thanks,
Nitisha
Are you planning to manually create a milestone for every customer who attends the workshop?
1. If yes, then I would suggest to use timeline. We are coming up with ability to create custom activity types, so you can create an activity type = 'Workshop' and log activities using this activity type.
2. If no, then can you please elaborate on how you are planning to capture this data and I'll be happy to suggest milestone vs timeline.
Thanks,
Nitisha
Yes, it is in the roadmap. Milestone will become an activity type and all milestones will be visible in customer timeline.
Thanks,
Nitisha
This functionality is not planned for summer release but probably will be planned for fall. I will update the ETA here.
Thanks,
Nitisha
Is this confirmed as part of the Fall release yet?
This is not planned for the fall release, I will let you know the ETA once it is finalized.
Thanks,
Nitisha
This will be available post June'18.
Thanks,
Nitisha
I see this is under consideration, but last comments are over 2 years old. Any updates here?
Currently we can log a milestone activity from the milestones section, or from a CTA. But I don’t see a way to mark a Timeline activity as a Milestone?
It would be nice if there were a simple checkbox when entering a timeline activity that identified it as a milestone.
Additionally, the ability to create rules that mark Timeline activity types as a milestone. I know CTA’s allow rules to automatically log a milestone when a certain task type is closed - if that functionality could be expanded to allow certain Timeline activities to be auto marked as a milestone, that would simplify workflow.
+1@LoLock ‘s recommendation. would be good to have the ability to have a checkbox to have a timeline entry “log as a milestone”.. It’s easier for the end user to search for the activity type rather than need to remember which ones are “milestones”…. The “log as a milestone” should just be built in within any activity type…. same with CTAs… Why have a seperate “type” be milestone.