We really would love repeating activities. Been asking for a while now. Any update on this?

Sara Orsborn
Sara Orsborn Posts: 19
10 Comments Second Anniversary 5 Likes 5 Up Votes
edited July 2022 in Ideas and Product Feedback #1
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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited July 2020 #2

    Hi @Sara Orsborn , thank you for your feedback!

    As far as I'm aware this is not in our immediate plans but I've made sure to let the team know about your suggestion for consideration.

    A workaround you can use is creating an automation that generates a new activity once the previous one is marked as done. Or, create a recurring event in your external calendar and sync it with Pipedrive.

  • Daniel Birky
    Daniel Birky Posts: 2
    edited February 2022 #3

    I don't believe Pipedrive syncs recurring events from external calendars, but the other suggestion might work.

    I need a repeating activity for one of my stages, so for right now I have just told my guys to manually schedule the next one after the first one is completed.

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited August 2020 #4
    Daniel Birky said:

    I don't believe Pipedrive syncs recurring events from external calendars, but the other suggestion might work.

    I need a repeating activity for one of my stages, so for right now I have just told my guys to manually schedule the next one after the first one is completed.

    Hi @Daniel Birky ! 

    If you're syncing with an external Google calendar, recurring activities will sync into Pipedrive too. I don't have a way to test it on my end with other external calendars, but you can do a test with a dummy event on your end. 😉

    Make sure to not have the event repeat many times, though, because you will need to delete each instance in PIpedrive individually when you want to remove them.

     

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