Add ability to create or manage CTA's from the new Timeline section
CS Timeline
When I am on a call with a customer, I often come out with actions items. It would be awesome to be able to create/ generate CTA's from within the timeline so that I can do it as I'm writing my notes vs. having to do a separate action on a separate page.
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Our team started using the Gainsight Timeline feature last week, and are very happy with the feature.
The only thing that’s missing is for there to be a way to integrate it with an Action to remind reminder oneself, and give it a due date, etc. Or even having it create a CTA for an action item would be great!!
Yes, this feature will be available in Spring release and it will behave exactly like you have mentioned.
You will be able to create tasks from timeline and these tasks will be visible both in timeline(under the activity from which it was created) and cockpit.
Would you like to see a consolidated list of all tasks in timeline or showing them under each activity is enough?
Thanks,
Nitisha
Wonderful! It would be great to be able to toggle to see a list of all tasks created from timeline in the timeline. Having to scroll through each logged activity might be cumbersome.
Thank you!