Pin Notes in Projects

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Next Level Amy
Next Level Amy Member Posts: 1
edited July 2023 in Sales CRM #1

Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.

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  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 160 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes
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    Hi @Next Level Amy ,

    I can see how that would indeed be helpful, I'll be sure to pass this feedback internally! At the moment, there's no option to pin a note inside a Project, you'd always need to check the "Notes" tab where all Notes are located and arranged by when they were added.

    If by "Project Brief" you mean a sort of template, I can offer a suggestion! You can use a custom field alongside our Workflow Automations. Whenever a new Project is created, a custom field can be updated with information and it will stay on the sidebar to the left. Example:

    Automation:

    Project:

    Hope this helps!

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