Projects Tool - Feedback and need for development
Hi team Pipedrive,
After using the Project add-on here are our team's feedback and need for future development :
Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects
Project - Automation : Add the ability to create an automation based on an expected project end date.
Project - Automation : Be able to create automations on the basis of completed tasks if there is a template
Project - General : View the history of project modifications
Project - General : View project modifications in personal history
Project - General : Add the ORGANISATION widget to the project sidebar
Project - Tasks : Assigned task alert, as for activities
Project - Tasks : View the number of tasks assigned in the menu bar (as for activities)
Project - Tasks : To be able to see the person's name when you move the mouse over ‘responsible’.
Project - Tasks : Have a search bar for assigning a manager to a task
Project - Tasks : Ability to export tasks, review pipedrive master data
Project - Tasks : Ability to create filters and choose columns in the task list
Project - Tasks : If a task with a sub-task is validated, then the sub-tasks are automatically validated.
Conversely, if the sub-tasks are all completed, then validate the main task
Best
Comments
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Hello! I am currently migrating our system onto Pipedrive, and I agree the "Projects" feature needs some added development. While we will be using it and it has some awesome features, we are going to use it to help with an overview of projects, but then are linking out to Slack to manage the "tasks" part of our projects.
Right now, my biggest complaint is that it there is no option to export project data.0 -
Another addition should be the ability to pass files and documents between deals and projects, ensuring that managers with access to Projects only have access to the files and documents related to the client.
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