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Gainsight Inc.

Timeline Horizon Experience For Admins: Change Document

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This guide explains the modifications administrators encounter in the Timeline Horizon experience.

IMPORTANT: The old version of the Timeline Administration interface will be deprecated on February 23, 2023.

 

Overview

Gainsight has undertaken a significant redesign of the Timeline Administration page, introducing a fresh and enriched experience as part of the new Horizon. The objective is to empower administrators by simplifying the interface, providing a more visually intuitive experience, and optimizing the process of creating Timeline activities.

Key Improvements:

  • Improved feature usability
    • Streamlined the workflow for creating activity types for a smoother experience.
    • Refined the configurations related to associated records to enhance clarity.
  • Rearrange and Preview Fields
    • Admins can effortlessly rearrange and preview the order of fields directly within the Create Activity Type screen.
  • Streamlined Configurations
    • Redundant configurations have been streamlined. Admins can now choose between company and relationships, eliminating the need to select a Global activity type for all activities.

Enhancements

Enhanced Timeline Administration Page

The redesigned main page offers a simplified layout, significantly improving the visibility of all features on a single page. Here are the key changes:

  • Activity types, active activities, inactive activities, and default activities are now neatly organized into separate tabs. This provides a clear and structured view, making navigation more intuitive.
  • The enhanced workflow enables direct editing of the Company & Relation Type column from the main page. This streamlines the editing process, offering admins a more efficient and user-friendly experience.

Note: Global Configuration is completely eliminated with this revamp, simplifying the overall structure and promoting a more focused and streamlined Timeline Administration Page.

Timeline Landing page.jpg

Improved Activity Creation Experience

Gainsight introduces a refined approach to activity type creation, enhancing the overall user experience.

To create activity:

  1. Navigate to Timeline Administration > Activity Types.
  2. Click Create Activity Type. The Create Activity Type. Dialog box is displayed.
  3. Enter the required Attribute details and select a Template of your choice.
  4. Click Create.

Note: The functionality remains unchanged; only the user interface has been updated for a more intuitive experience.

 Key changes are:

  • The enhanced user interface has a preview section, providing admins with a visual representation of how the Activity type is presented to Customer Success Managers (CSMs).
    Timeline Create Activity Type.jpg
  • Admins can customize the order of fields directly from the Configure Fields section. The selected arrangement order is reflected in the preview.
  • Admins can modify the relationship type by selecting the Company and Relation type from a dropdown menu for each activity, making it more user-friendly. 
    Note: Newly created relationship types can now be automatically assigned to the activity, streamlining the assignment process for administrators.
    Activity Type Timeline.jpg

Simplified Visual Design of Milestones Page

The new UI is notably simpler and more segregated. Information is now organized into more distinct categories, ensuring a clear and intuitive layout for admins. 

Key change:

  • Manual Milestone Types: Notable changes include the ability to assign the Company and Relationship type directly from the Manual Milestone Types page. 
    Timeline Manual Milestones.jpg

  • Automatic Milestones: Similarly, on the Automatic Milestone Types page, admins can assign the Company and Relationship type without navigating to other pages.
    Timeline Automatic Milestone.jpg

Changes to General Settings Page

The General page now includes only the Settings and Associated Records configuration sections. Key changes in General Settings page are:

  • All configurations related to enabling associated records are now streamlined and simplified, accessible directly from the General page. Click Configuration to efficiently set up multiple companies and relationship types with a Timeline Activity.
    Timeline General.jpg

  • The Activity Type section has been relocated to a dedicated tab named Activity Types.