Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to
Adam Thomlinson
Member Posts: 9 VERIFIED MEMBER
Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to support this?
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Hi @Adam Thomlinson !
We'd like to ask you to please not use the "What's New?" or "What's Planned?" topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from your post and replaced them with more pertinent topics. Thank you!
They are, however, the place to be to stay on top of what’s coming down the line: 😉
* Follow "What’s New" and don’t miss any new releases: https://community.pipedrive.com/topic/whats-new
* Follow "What's Planned" to know what we're working on currently and what’s to come: https://community.pipedrive.com/feed/whats-planned
* Join our "Research and Beta Testing" channel for the chance to try out early versions of new and improved features: https://community.pipedrive.com/group/research0 -
I was JUST searching for a way to do this. Trying to create a marketing calendar, and would like to have these tasks/assignment recur every week or month.0
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Much needed feature! Also, your poll doesn't seem to work.0
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Hello @Adam Thomlinson , @Lena Yagecic , @Jay Carter , thank you for your input
While currently you can't create recurring activities straight from Pipedrive, if you sync your external calendar with Pipedrive and create a recurring activity there, it will reflect into Pipedrive.
Learn all about it:
* with our Academy videos: https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics/chapters/calendar-sync?ref=academy_search_result
* from our Knowledge Base tutorials: https://support.pipedrive.com/hc/en-us/articles/360000454397-Calendar-Sync
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.0 -
Key for quarterly reviews on existing clients
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Hi @Adam Thomlinson @Lena Yagecic @Jay Carter
I know it's been a while since you posted your comments here but we are currently researching this. My name is Vincent and I work in the product team at Pipedrive. We’d like to speak to you and understand your needs, use cases and the current pains you’re facing with recurring activities.
If you'd like to help us with this research, please schedule a time on my calendar here -> https://pipedrivebakerstreet.pipedrive.com/scheduler/7dyE6ULR/researching-recurringrepeating-activities
(Preferably on 6th or 7th Dec. If not, then any available time slot that works for you next week)
The call would take around 30-45minutes of your time and will be done over a Zoom video call.
Thank you and looking forward to speaking with you
Regards,
Vincent0 -
Hi Vincent, this is great news. I have recently filled in a survey sent by Pipedrive regarding this feature. Unfortunately, I don't have any availability this week for a Zoom meeting.0
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@Adam Thomlinson Thanks Adam. We'll reach out again in the community whenever we're ready to get feedback on the designs/user-experience.0
