Checkbox Style Activities

I'd like to request some type of checkbox style activity please. the reason is, to get a vehicle delivered, there is lots of paperwork to be done prior to the delivery date and sometimes things get missed which causes delivery delays. Is there a way to get a task where there is checkbox style (similar to Trello)

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  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Edie Mew 

    Thanks for sharing. Can you clarify a bit further for me how you'd see this work please so I can share your suggestion with the team? Can you also tell me why current task type activities in Pipedrive for example are not enough for you?

  • Edie Mew_7100
    Edie Mew_7100 Posts: 3
    edited July 2020 #3

    Hi @Edie Mew 

    Thanks for sharing. Can you clarify a bit further for me how you'd see this work please so I can share your suggestion with the team? Can you also tell me why current task type activities in Pipedrive for example are not enough for you?

    Hi @Mike van der Valk  

    Thank you for your reply. I'd see this working by having a overall activity subject (Prep for Delivery) and then under this activity would be separate tasks to tick off before you can tick off the overall activity. The below is from Trello, it shows progress along with checkboxes. The current tasks are fine, however it can be quite manic when you see up to 4 activities for one deal and tricky to keep on top of this when you have 10 deals all with the same 4 activities allocated. 

    image
  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #4

    Hi @Edie Mew 

    Thanks for sharing. Can you clarify a bit further for me how you'd see this work please so I can share your suggestion with the team? Can you also tell me why current task type activities in Pipedrive for example are not enough for you?

    Gotcha so tasks within an activity basically. Thanks for sharing.