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.
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.
Felix Brumme Posts: 27
@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).1
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.0
Scott Lowry Posts: 1
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.0
Mathias Brask Posts: 43
@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.0
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