Activity Custom Fields

Sam Karim
Sam Karim Posts: 37

This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this. 

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  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited February 24 #2

    Good feedback again!

    There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.

  • Yewande @ OTITỌ
    Yewande @ OTITỌ Posts: 13
    edited April 29 #3

    This would be super useful! 

  • Vojta Polak
    Vojta Polak Posts: 1
    edited May 2020 #4

    Good feedback again!

    There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.

    Hi David, 

    so why don't you just change the UI for Activities🤷🏼‍♂️ You obviously have a great UI/UX team, judging by other areas that got changed recently.
    This would be a super useful feature(just like Custom fields already are on all other entitites) and "visual feasibility" should not be a reason for avoiding it. 

    Thank you in advance 😉

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 370
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited July 13 #5

    Hi @David Lorbiecke , any updates on this? Are custom fields for activities somewhere on the horizon?

  • Ken Bannister
    Ken Bannister Posts: 1
    edited February 25 #6

    It would be very useful to identify which tasks are important v not important.  It would be great to have a priority setting on tasks such as ABCD or 1234 or even better use the Eisenhower principles of:- Urgent and Important, Urgent but not important, Important but not Urgent, Not import and not Urgent. If you are running a team they can see which tasks need focus!

  • Annalisa
    Annalisa Posts: 11
    edited June 2021 #7

    It would be very useful to identify which tasks are important v not important.  It would be great to have a priority setting on tasks such as ABCD or 1234 or even better use the Eisenhower principles of:- Urgent and Important, Urgent but not important, Important but not Urgent, Not import and not Urgent. If you are running a team they can see which tasks need focus!

    One idea is to create a "Person" unlinked to any organisation and called "Priority 1" or "Priority 2" or "to review daily" and then include this "Person"  in the activity.

    E.g. a Call activity linked to "James Smith" and "Priority 1". Then you can create filters for activities containing the person Priority 1, Priority 2, etc.

    In our sales meetings we sometimes look at our "Top 10" deals by salesperson, and we set actions for them that need to be completed by the next week and are reported on in the sales mtg. To track these, I originally created a custom tick-box field within those Top 10 deals called "Sales mtg follow-up" and then filtered the actions for deals where that field was ticked. However, this pulls up every single action scheduled against those deals, not just the ones we want to discuss in the sales meeting. I'll be trying this "Priority 1" or "Sales mtg follow-up" person thing instead which hopefully will resolve that. 

    Another option is to create more activity types like "priority 1" and "priority 2" but then that means you can't tell whether it's a call or a meeting or an email... and is just muddly in our case given the high number of activity types.

     

  • Axel Schröder
    Axel Schröder Posts: 2
    edited July 13 #8

    Good feedback again!

    There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.

    Hi David, 

    custom fields for activities would really be a game-changer. Are there new thoughts about?

    Best, 
    Axel

  • Axel Schröder
    Axel Schröder Posts: 2
    edited July 13 #9

    Good feedback again!

    There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.

    Hi David, 

    custom fields for activities would really be a game-changer. Are there any new thoughts about?

    Best, 
    Axel