Organizing/Filter Workflow Automation Tasks

Hello Team,

Is it possible to organize workflow automation tasks? 

= as far I can see there is no dragging or sorting / filter options here. 

Hence I would recommend that users can create automation folders (via drag and drop) to organize their tasks or have advanced filter options available so that it is easy to manage those.

THX

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 25 #2

    Hi @Martin Pfeiffer we've received this request before and I will highlight this again to our team. Our plan is definitely to improve this. At the moment the team is working on the plans for the near future and I hope this will be part of it, thanks for sharing!

  • Jay_11911
    Jay_11911 Posts: 9
    edited February 25 #3

    I'd love to reiterate the importance of this! Organizing workflows should be easy to do. Now, if I want to edit a workflow I have to scroll down (not to mention I have to hid "load more" 7 times) until I find when I chronologically input the workflow I'm looking for. Very inefficient.

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 2021 #4
    Jay said:

    I'd love to reiterate the importance of this! Organizing workflows should be easy to do. Now, if I want to edit a workflow I have to scroll down (not to mention I have to hid "load more" 7 times) until I find when I chronologically input the workflow I'm looking for. Very inefficient.

    Hi @Jay our team agrees with you. We're currently working on adding workflow capabilities to our Leads in Pipedrive and giving the option to have date/time based triggers. I hope after that we can clean up the organizing of the workflows a bit more!

  • Brad Lynch
    Brad Lynch Posts: 19
    edited July 5 #5

    Hi @Martin Pfeiffer we've received this request before and I will highlight this again to our team. Our plan is definitely to improve this. At the moment the team is working on the plans for the near future and I hope this will be part of it, thanks for sharing!

    Hi @Mike van der Valk just wondering how this is progressing after 2 years?