Ability to create timeline entries as drafts

Available

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8 comments

  • Official comment
    Vijay

    We introduced Draft touchpoints over a year ago. Looks like I forgot to mark this as delivered.

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  • Vijay

    Lilian,

    Good feedback. We have considered this when we introduced the new Touchpoint experience. We will address this in the near future.

    Regards

    Vijay

     

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  • Lilian King

    Thanks for the quick response Vijay!  Looking forward to seeing this in Totango in the future.

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  • Guy Nirpaz

    Lilian, 

    I'm actually personally using this use-case that you describe. 

    Setup a touchpoint with all the content ahead of the meeting, including the meeting attendees, and at the end of the meeting, making some modifications and send it to customers as meeting summary, action items, and internal recording. 

    The way I do it today is to have the dialog of a touchpoint open at full screen on a separate tab. 

    Saving it as a draft can be useful, I agree. 

     

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  • Brittany Reichwald

    Yes, this would be very beneficial. We are working on moving our team away from drafting in a google doc, or word doc. Would love for them to have this ability and be able to report, or see all open drafts to come back and finish them.  

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  • Ruthy Lichtenstein

    This would be so helpful!

    We currently draft ion the task, then amend the task comments, then copy and paste into the TP after completion.

    This only works for a meeting task, of course, as you have to complete the task and remove the draft from the comment before completing :)

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  • Lilian King

    Vijay any updates on this?  I just lost notes from a very important call because I clicked away from notes and had not saved them yet.  Insurance against losing important notes and encouraging customers to write notes within the platform is definitely another important use case for drafts.

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  • Vijay

    Sorry to hear this Lilian. I will add this to the other set of enhancements we are doing for touchpoints.

    Thanks

    Vijay

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