Subtasks - How to insert and/or re-arrange?

Pipeline Admin
Pipeline Admin Member Posts: 2 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

2022-11-08_16-51-06.jpg

I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    #2

    Hello!

    In this case, it is not possible to re-arrange these subtasks. You would need to delete and add new one or change names for previous subtasks. But this is great feedback for future functionality, thank you!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    #3

    thanks for sharing the feedback @Pipeline Admin I'll discuss with our team how we can improve this down the line.

  • managed
    managed Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment
    #4
    https://community.pipedrive.com/discussion/comment/33014#Comment_33014

    Hi @Mike van der Valk

    Do you have any update on whether or not the ability to rearrange subtasks will be added into an update soon? If it is, what's your best estimate? We have several teams waiting on this feature as it would save us even more time planning and managing our project tasks.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    #5

    Hi @managed

    We've had some internal changes and I'm not working on the team responsible for Project management anymore. However, I've reach out to them and heard that this update is not in the near term plans. I did note down the feedback as a feature request so hopefully it will be assessed in the future and weighted against other updates.

  • Cora Boothe
    Cora Boothe Member Posts: 1 VERIFIED MEMBER
    First Comment Photogenic
    #6

    The ability to rearrange the subtasks would save MEGA time! Currently when I want to add a subtask to the middle of the list, I have to delete and copy all of the subtasks down the list...and also reassign them and set the due date again. Dragging and dropping subtasks would help soo much. Please consider.

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