Please allow us to sort the Kanban view
As I understand it from this post, the Kanban columns are auto-sorted by activity.
But that creates a problem for me that ultimately wastes my time and energy.
Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time scrolling up and down to find the deal name (since they're not sorted even by name)
Yes, I can search, but it's an extra step.
I've also tried to set filters but it creates it's own problems
- You end up with a whole bunch and then have to spend time deleting/editing them
- You forget there's a filter - as is what happened today - and leads to anxiety.
RESULT:
Today, instead of diving in and getting work done, I spent about 15-20 minutes on 'managing Pipedrive UI' - editing filters, setting up views
You'd probably agree that's not what the core philosophy of Pipedrive is :)
So please, give us some basic ways to sort the Kanban view - Alphabetical - and ideally by a field of our choosing.
Thanks for listening.
Comments
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Do you need sorting (A-Z; Z-A; newest; oldest, ...) or drag sort options of within individual pipeline stages for Deals / Pipeline View?0
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Sorting by deal value would be great
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This feature is long overdue! Sorting by deal would be quite useful.0
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I would like to be able to manually sort via drag and drop my deals inside a specific deal stage to keep the most important once on top.
Is there a similar feature in the making?
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I know some people that would like that option.
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I agree. Its actually a serious oversight.
Deals in each stage should have a variety of sorting options IMO. If you have rotting deals they should appear at the top. If you have high dollar deals they should also take priority. Manually moving them around is also needed as there might be two deals that are somewhat related to each other so moving them next to each other should be available. Please upvote this one
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Hi @Martin Pfeiffer and others, thanks for writing here. I'm going to make sure these comments get in front of the eyes of our Pipeline team
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+ 1 for this - I have wanted this for a long time... I am so surprised it's not a feature as yet! 🙏🏻🙏🏻🙏🏻🙏🏻
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Hello,
Every time I import new deals to my pipeline they always gain priority over the ones already there.
The existing ones move to the end of the list on the Pipeline view.
Is there a way to change this? Meaning, for the deals that are the for the longest to show up first in the pipeline view?
Thank you0 -
Mike van der Valk said:
Hi @Martin Pfeiffer and others, thanks for writing here. I'm going to make sure these comments get in front of the eyes of our Pipeline team
any update regarding this feature? or has anyone found a workaround solution?
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Surely this would be quite easy to do. Even if you could sort by name/oldest rotting date/deal start date/deal value etc. Sooooooo many options.
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when is this feature coming - I need to sort alphabetically at least!!
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when deals are listed, won deals appear first whereas fresher deals would be more useful and directly accessible i.e. when attaching a deal to an incoming email.
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Simply echoing others in that I can't believe sorting deals within a stage was not in the alpha version. Overall this is a great tool, but come on, that's basic.
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Yes please - my team really needs this!
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Moreover, I'd like to sort them cause "last note added" date also
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There is a workaround if you want to take the time to move each deal. You can drag a deal to an adjacent stage and then drag it back to the bottom of the stage you are reordering. So drag the deal you want to be at the top to the bottom of the stage and drag the next deal back and forth to the bottom and so on until you have reordered the deals in the stage. One caveat, I don't know if Pipedrive will reorder the deals as you add scheduled activities. So far, it has not reordered my deals by activity dates.
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@Outbound: Could you briefly explain the term Kanban view in your opening post for all those who don't know what it means. In our company we have always called it pipeline view.
I am also in favor of this proposal. In our company, it is not so much the time of the activities that is important, but much more a date field that is inside the deal.
An option to sort by name or a specific field would be very useful.
(Of course it would be even better if a manual sorting would be allowed, but an automatic sorting is probably faster to implement).
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Thank you so much for adding your voice @Felix Brumme
We're talking the same view where you have cards organized by column - Airtable & Trello call it the Kanban view - but yes here it acts as the Pipeline view
A draggable manual option would be the best, but currently I'll take something other than the default / only sort.
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I agree with @Outbound...trying to find a specific deal in this format is frustrating and waste of time. I am truly surprised that being able to sort by either name or other data field isn't available already.
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@Outbound you are absolutely right!
Trello is doing an amazing job on this topic, regards to their workflow and sorting. They have kept the system simple and effective.
Would be great to have some of the same filters/workflows from trello, implemented in the workflows of Pipedrive.
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@Martin Eckardt , @Vanesa Allonca , @Òscar_73262 Hey guys - could you all vote on this suggestion so that we can elevate this in the feature requests? Thanks!
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Hi Guys - I just did a quick search in the discussions/feedback, and there a many threads that mention sorting of Deals in the pipeline view. Here is a quick list that I could find in a 10-minute search. There has been continued interest in this for several years...
I know that sorting of deals is available in the List view, but I think many of us would find it helpful in the Pipeline view also...
Hey @Inês Batata 👋
Sorting in Pipedrive
https://community.pipedrive.com/discussion/comment/31328#Comment_31328
https://community.pipedrive.com/discussion/4625/manual-sort-deals-within-a-deal-stage
https://community.pipedrive.com/discussion/6647/sort-fresher-deals-first
https://community.pipedrive.com/discussion/comment/32680#Comment_32680
https://community.pipedrive.com/discussion/comment/9922#Comment_9922
https://community.pipedrive.com/discussion/7781/how-to-clean-up-deals-in-pipedrive
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When this feature will be real? Last time I am not using too much Pipedrive because the important deals are located at the bottom, I don't see them and I prefer to write down in a paper to remember them.. sad but this is the situation..
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This is an essential feature. Please add this.
It would make it much easier for me to track and prioritise my deals and I would use Pipedrive so much more if this was included.
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Hi,
Yes, thank you very much for your answear.
I knew it, but then (after refresh my browser or checking contacts page etc. and come back to deals / kanban) its sorted by default option (next action) again.Can I set it (sorting by creating date) as default option?
Thank you very much by advance.
K.
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