general non related to-do list

Liekel Member Posts: 1
edited January 23 in Sales CRM #1

Is there some place to make a general non related to-do list?

So my colluegues can make short notes for each other. For example, check our website content


  • CarlosPD
    CarlosPD Posts: 41
    Second Anniversary 10 Comments 5 Likes First Answer

    Hey @Liekel !👋🏼

    "To-Do's" are known as Activities in Pipedrive. They are typically linked to your Pipedrive items (deals, organizations, people), though they can be linked to no items if need be.

    If you are just wanting general activities though that are unrelated to items, you can make a filter like so to which you colleagues can check up on in their activities list view:

    There are also other workarounds our support team would be happy to discuss if this one does not work out for you! Feel free to contact [email protected] to discuss other options.

    Hope this helps!