What if you can bring contextual information to your Activity List View? Leave your feedback here!

Almonzer Eskandar
Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
Second Anniversary Name Dropper Photogenic Pipedrive Employee
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Activity List View with Contextual Side Panel
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  • Desiree Morton
    Desiree Morton Posts: 39
    edited February 24 #2

    Yes this would be very good

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #3

    Yes this would be very good

    But would not you miss going to the full details view from the List view?

     

  • Desiree Morton
    Desiree Morton Posts: 39
    edited August 2020 #4

    Yes this would be very good

    @Almonzer I assumed that both views would be an option like in deal view. Pipeline / List / Forecast view

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #5

    Yes this would be very good

    Idea is, when in Activity List View and you click on a linked deal, you will see the side panel coming inside the Activity List view ONLY with the deal detail (same for linked person/org) 

    On the other views, it will be the same, but please share your feedback if you see it differently. 

  • Desiree Morton
    Desiree Morton Posts: 39
    edited August 2020 #6

    Yes this would be very good

    Understand what you mean 

     

    I understood it as the list view will remain as is and if you click on the activity in the list view this pop up then shows where you can toggle in that pop up as seen in the snapshot you had shared

     

  • Brandon Ingram
    Brandon Ingram Posts: 27
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited February 24 #7

    I think this is great. Is it possible to test drive?

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #8

    I think this is great. Is it possible to test drive?

    You can test our prototype from here
    https://www.figma.com/proto/zNdBePcy4LzHULjmCKfNiY/Navigation?node-id=2159%3A19122&viewport=-4252%2C-2850%2C1&scaling=min-zoom

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #9
  • Martin Eckardt
    Martin Eckardt Posts: 42
    edited February 24 #10

    I like the idea. Especially because many actions can be done from the activity view directly e.g.:

    • sending emails from deals with templates
    • filling custom fields

    In order to navigate to the deal / contact or organization a link to open them in a new tab would be good.

    image

     

    Furthermore, it would be great if a this view could be opened by a link from outside pipedrive. Right now it is not possible to link to a view from Pipedrive where the full activity is opened and all details are revealed. It would be great if the view is opened when a link like the following is opened:

    https://xxx.pipedrive.com/activities/541

     

     

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #11

    I like the idea. Especially because many actions can be done from the activity view directly e.g.:

    • sending emails from deals with templates
    • filling custom fields

    In order to navigate to the deal / contact or organization a link to open them in a new tab would be good.

    image

     

    Furthermore, it would be great if a this view could be opened by a link from outside pipedrive. Right now it is not possible to link to a view from Pipedrive where the full activity is opened and all details are revealed. It would be great if the view is opened when a link like the following is opened:

    https://xxx.pipedrive.com/activities/541

     

     

    @Martin Eckardt  tell me how do you imagine opening a deal in a new tab? do you still want to open a full page detail view from the activity list view? why?

    BTW here is the prototype link if you want to test yourself:
    https://www.figma.com/proto/zNdBePcy4LzHULjmCKfNiY/Navigation?node-id=2159%3A19122&viewport=-4252%2C-2850%2C1&scaling=min-zoom

  • Martin Eckardt
    Martin Eckardt Posts: 42
    edited August 2020 #12

    I like the idea. Especially because many actions can be done from the activity view directly e.g.:

    • sending emails from deals with templates
    • filling custom fields

    In order to navigate to the deal / contact or organization a link to open them in a new tab would be good.

    image

     

    Furthermore, it would be great if a this view could be opened by a link from outside pipedrive. Right now it is not possible to link to a view from Pipedrive where the full activity is opened and all details are revealed. It would be great if the view is opened when a link like the following is opened:

    https://xxx.pipedrive.com/activities/541

     

     

    image

     

    I added a small icon in the "tab" where the deal can be opened in a new tab

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #13

    I like the idea. Especially because many actions can be done from the activity view directly e.g.:

    • sending emails from deals with templates
    • filling custom fields

    In order to navigate to the deal / contact or organization a link to open them in a new tab would be good.

    image

     

    Furthermore, it would be great if a this view could be opened by a link from outside pipedrive. Right now it is not possible to link to a view from Pipedrive where the full activity is opened and all details are revealed. It would be great if the view is opened when a link like the following is opened:

    https://xxx.pipedrive.com/activities/541

     

     

    Thank you @Martin Eckardt !

    Can you tell me the benefits you see from the possibility of going to a full-screen details page, if you have everything your need in the side panel?

  • Christian Ayala
    Christian Ayala Posts: 60
    edited February 2021 #14

    This is a must.  I love it.  Many activities are for updating fields or sending emails.  I love that you can do it without leaving the activities page and then simply jump to the next activity.  I don't think there is anything to miss about jumping between pages.

  • Steven Baltodano
    Steven Baltodano Posts: 7
    edited February 24 #15

    I like the idea, but execution as you proposed will diminish it value. 
    Isnt it better to allow that context view every time you see an activity? Without it depending of which view.

    I mean, you are in the activity tab and you may click at any activity on any view and it will show you this context pannel/pop up. 

     

    That is mainly what you want , and it the user adoption would be high on anyone using pipedrive activities

  • Guillaume_1141
    Guillaume_1141 Posts: 67
    edited February 24 #16

    @Almonzer We already discussed this in another context and I love it ! Let's do it as part of the navigation features soon !

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited August 2020 #17

    I like the idea, but execution as you proposed will diminish it value. 
    Isnt it better to allow that context view every time you see an activity? Without it depending of which view.

    I mean, you are in the activity tab and you may click at any activity on any view and it will show you this context pannel/pop up. 

     

    That is mainly what you want , and it the user adoption would be high on anyone using pipedrive activities

    @Steven Baltodano  help me here, what other views/pages in the product you see this helpful in? 

    BTW you can test the prototype yourself from here (try clicking on activity name, or linked items)

    https://www.figma.com/proto/zNdBePcy4LzHULjmCKfNiY/Navigation?node-id=2159%3A19122&viewport=-4252%2C-2850%2C1&scaling=min-zoom

  • Martin Sandén
    Martin Sandén Posts: 23
    Second Anniversary Photogenic
    edited February 2021 #18

    Seems like a great feature! 🎉

  • Guillaume_1141
    Guillaume_1141 Posts: 67
    edited August 2020 #19
    Guillaume said:

    @Almonzer We already discussed this in another context and I love it ! Let's do it as part of the navigation features soon !

    @Almonzer This feature would be also of great help in the email list view. I ALWAYS have to open the deals to check things before responding to an email i.e. if a task related to the email received is ongoing and assigned. Also, frequently an email generates a new activity in a deal that could be included right there so you can archive the email. This would avoid us to use the Inbox as a parallel activity list and really focus on the activity list only... That happens.

  • Steven Baltodano
    Steven Baltodano Posts: 7
    edited October 2020 #20

    I like the idea, but execution as you proposed will diminish it value. 
    Isnt it better to allow that context view every time you see an activity? Without it depending of which view.

    I mean, you are in the activity tab and you may click at any activity on any view and it will show you this context pannel/pop up. 

     

    That is mainly what you want , and it the user adoption would be high on anyone using pipedrive activities

    Basically anywhere... Meaning don't link this feature to a view or a page. Link it to the activity feature. 

    That way it doesn't matter where you are seeing an activity, you can always see this contextual view when you click on the activity

  • Jeremy Gulley_11062
    edited February 24 #21

    I think I love it but, I have a couple questions to see how this would work in our org. I played with the prototype and I’m wondering how did it know to pull the deal it did? I notices the activity has no deal attached in this example. Also, what is there are two deals? Does this just pull based on the activity you clicked? I’m trying to figure out in my head what multiple deals, activities and people might look like. We like our data to be as accurate as possible so we attach a lot of info to each thing. For example, we sell through a channel partner at times. In this case, we have the deal in place with the correct org but, since our POC is the channel partner and not a direct contact in the Org, we list that channel partner as ”involved” in the deal and not as the direct contact. Just wondering what all these scenarios would cause for our workflow 

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited September 2020 #22

    I think I love it but, I have a couple questions to see how this would work in our org. I played with the prototype and I’m wondering how did it know to pull the deal it did? I notices the activity has no deal attached in this example. Also, what is there are two deals? Does this just pull based on the activity you clicked? I’m trying to figure out in my head what multiple deals, activities and people might look like. We like our data to be as accurate as possible so we attach a lot of info to each thing. For example, we sell through a channel partner at times. In this case, we have the deal in place with the correct org but, since our POC is the channel partner and not a direct contact in the Org, we list that channel partner as ”involved” in the deal and not as the direct contact. Just wondering what all these scenarios would cause for our workflow 

    @Jeremy Gulley  Thank you for this elaborate comment. 

    Our thinking behind this POC is to bring activity linked items closer to the user, in order for them to make actions faster, without losing focus jumping between pages. 

    In essence, we look at what deal/person/org did you link the activity with and pull that for you when you are working with this activity. 

    Does this answer your question? if not, maybe we go on a call to discuss this further?


    Have a lovely day!
     

  • Marco Govoni
    Marco Govoni Posts: 188
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited February 24 #23

    Not bad @Almonzer but first is it possible to add a "Print" button to print the Activity List View with one click?

    Often, have a "printed list" is better than look on the monitor and make people more focused on to-do task.... thanks!

  • Marco Govoni
    Marco Govoni Posts: 188
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited February 2021 #24

    @Almonzer like this ;-) 

    image
  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited September 2020 #25

    Not bad @Almonzer but first is it possible to add a "Print" button to print the Activity List View with one click?

    Often, have a "printed list" is better than look on the monitor and make people more focused on to-do task.... thanks!

    Morning @Marco Govoni Thank you for your suggestion, I have forwarded this request to our product team! 

  • Jorge Martínez Marbán
    edited October 2020 #26

    I would love to had that feature 

  • Jorge Martínez Marbán
    edited February 24 #27

    This is an awesome feature I love it. Can that be available as well for contacts?

  • Yechiel Tovim
    Yechiel Tovim Posts: 1
    edited October 2020 #28

    Love it. Waiting for it. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #29

    @Jorge Martínez Marbán and @Yechiel Tovim it's in progress for the activity view. I'll pass on your suggestions to our team though on the contact list: https://community.pipedrive.com/post/planned-new-navigation---contextual-view-in-activity-lists-5f731f8fc5859021d6555848

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited October 2020 #30

    This is an awesome feature I love it. Can that be available as well for contacts?

    @Jorge Martínez Marbán  Thank you for your feedback, the contextual view should come to other lists as well such as the Contacts list, today we are focusing on the Activity List as one of the most used and important views we have. 

  • Sanchit Joshan
    Sanchit Joshan Posts: 6
    edited October 2020 #31

    This would be very useful.

    We have to review all our deals on a weekly basis to make new activities and have to do a lot of back and forth between deal details page and the deal listing page that shows deals with a certain filter.

     

    This sort of panel will help to get more info without switching pages.

    Thanks