Ability to create timeline entries as drafts

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Lilian King

• April 16, 2020 15:19

Instead of having to save it as complete immediately, it would be great to be able to save as a draft first.  The use case would be for a customer call, I like to write down my prep notes/ agenda and attendees ahead of time and then save for later.  With the current set up, I have either to save it and make a note that it's a draft so I can change later or I have to write the notes elsewhere and copy paste into Totango.  Either way, it's extra unnecessary steps.

 

FYI- Gainsight does has this as a feature and it's one that's extremely useful

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• Official comment

  

  Vijay

  • August 26, 2021 23:22

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

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  Vijay

  • April 16, 2020 15:48

  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

  • April 16, 2020 15:53

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

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  Guy Nirpaz

  • April 16, 2020 15:58

  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

  • April 16, 2020 16:17

  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

  • April 17, 2020 14:50

  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

  • June 09, 2020 22:50

  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

  • June 09, 2020 23:11

  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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