What is on the short term and long term roadmap for Timeline?
I am really excited about new Timeline feature but we are waiting on several improvements before we fully role it out to the team. Do you have a consolidated list of the improvements on the short term (next release) and long term roadmap?
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The Spring/May release is still some time away so things can change, but here's what the team is 'targeting':
Attachments and email integration are definitely our top 2 requirements.
Have you thought about the ability to create a CTA or add a Task to a CTA from the Timeline?
My concern is that CSMs will use Timeline only (because it is quick and easy) and not use the CTAs when needed. I want to make sure that we can give them the benefits of Timeline without losing focus on key, important CTAs.
**Edited: I answered my own question. Saw this post: https://community.gainsight.com/gainsight/topics/add-ability-to-create-or-manage-ctas-from-the-new-t...
@Renee - Glad you found the answer. We are pretty excited about inline action items/Tasks that can be added as part of logging an activity. A CTA would then be created and added to the CSM's Cockpit so they can act on these items.
1. Ability to add attachments - Targeting summer release
2. Reporting - Targeting Spring release
3. Creating activities via email - Targeting summer
4. Milestones integration - Longer term roadmap
5. Sync to SFDC frequency - We are looking into it and will
reduce the frequency soon - no specific ETA
6. Ability to add historical notes - Targeting summer
Also, in Spring release we are targeting:
1. Integrating Timeline with Cockpit. So each CTA will have
its own timeline and important activities from CTA Timeline can be
automatically moved to customer Timeline.
2. Adding ability to add inline action items. These action
items can be added from Timeline and these will be visible both in Timeline and
3. Changing the UX to accommodate more activities and
information in a view
Timeline is sorted by Activity Date (the date on which the activity happened, updated manually by CSM while adding an activity) and not created date.
Also, improving timeline filter and search capabilities is in our plan and will be available in short-term.
We are wanting some of our CTA activities to not only sync with SF but to also sync into the TImeline Activities. Is this functionality in like with the above? If so, do you know when it will be available or if it is? If so, any suggestions on where to look to configure it? Thanks!
It is a stretch goal for the fall release. I will share more updates as we move ahead in the release cycle.