Timeline

Anaël
Anaël Posts: 4

Hello

I have a suggestion: to be able to order the time line of a company or a contact according to the date on which a task was executed or scheduled, and not according to the date on which it was created. This would integrate old notes without breaking the timeline.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #2

    Hi @Anaël , thank you for your feedback!

    Can you tell us a little more about your use case? We'd like to better understand how that would improve your working flow. Thanks!

  • Anaël
    Anaël Posts: 4
    edited February 24 #3

    Hello @Inês Batata 

    Yes, I'll try ;)

    Sometimes I have to add old task on my time line  to archive an activity from the past. But when I add a task with an old time, the timeline sorts in the order of creation of the task and not on the date entered in the task planner.

    A second suggestion is to have the possibility to put the date of the achievement for a task and to get noticed in the timeline by a little sentence at the date of the achievement.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #4
    Anaël said:

    Hello @Inês Batata 

    Yes, I'll try ;)

    Sometimes I have to add old task on my time line  to archive an activity from the past. But when I add a task with an old time, the timeline sorts in the order of creation of the task and not on the date entered in the task planner.

    A second suggestion is to have the possibility to put the date of the achievement for a task and to get noticed in the timeline by a little sentence at the date of the achievement.

    Thank you @Anaël

    Activities should show up in chronological order based on their due date and not on the date they were created. While they haven't been marked as done they will show up in a separate "Planned" section, but once they're marked as done they move to the "Done" section based on the same chronological criteria.

    There's also a reminder in the Sales Assistant for activities that are due that day, so you don't lose track.

    If that's not what's happening in your case, please reach out to our Support team and they will help you troubleshoot.

  • Anaël
    Anaël Posts: 4
    edited June 2020 #5
    Anaël said:

    Hello @Inês Batata 

    Yes, I'll try ;)

    Sometimes I have to add old task on my time line  to archive an activity from the past. But when I add a task with an old time, the timeline sorts in the order of creation of the task and not on the date entered in the task planner.

    A second suggestion is to have the possibility to put the date of the achievement for a task and to get noticed in the timeline by a little sentence at the date of the achievement.

    Ok I understand. But when I marked as done, I would like to choose the real date when I have done the activities. You see?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #6
    Anaël said:

    Hello @Inês Batata 

    Yes, I'll try ;)

    Sometimes I have to add old task on my time line  to archive an activity from the past. But when I add a task with an old time, the timeline sorts in the order of creation of the task and not on the date entered in the task planner.

    A second suggestion is to have the possibility to put the date of the achievement for a task and to get noticed in the timeline by a little sentence at the date of the achievement.

    @Anaël By default the system will assume that the date when the activity is marked as done is the date when it was actually done. However, if you wish to change that date you can do so by importing a spreadsheet with your list of activities and the desired date for "marked as done". 

    The tutorials below will guide you:

    - Activity 'marked as done' logic 

    - How can I update my Pipedrive data with a spreadsheet?