Pin Notes in Projects

Next Level Amy
Next Level Amy Member Posts: 1 VERIFIED MEMBER
edited 12:05PM in Ideas and Product Feedback #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: 167 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    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:

    image.png

    Project:

    image.png

    Hope this helps!

  • TonyN
    TonyN Member Posts: 7 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited April 24 #3

    Please add the "Pin note" feature to the Projects page. It is important to keep some information visible as a reminder at all times.

  • TonyN
    TonyN Member Posts: 7 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited 12:03PM #4

    I second this. Please add "Pin Note" to Projects.

    I find it to be a significant loss of important data when moving work from a deal to a project. I rely on pinned notes for everything from important accounting clues, nicknames, family members, significant business relations, and details important to locate quickly in a conversation or service issue.

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