Multiple Users In An Activity
Hi there,
I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity?
Thanks!
Comments
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Hey, Jared!
hope you are having a wonderful day and thank you for the post as well!
You are right - at the moment there is no system in Pipedrive that allows linking one activity to two users (I will share your feedback with the product manager, however).
And the only way tp include your colleagues will be to add them as guests - which is not a bad way, because your colleague will still have it in both calendar and Pipedrive.
Kind regards,
Vladimir
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Thanks for the response Vladimir. I hope that Pipedrive can find a way to work with the programmers to offer this feature in the near future. Major oversight to not be able to do this.
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Completely agree with Jared. I would think it would be built in to be able to assign an activity to multiple users. Team/staff meetings, joint meetings, even tasks that you are working on together. Even if we could assign the task to a "team" that would be better than nothing. That way we could at least create a few teams that could be assigned to the same meeting or tasks.
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I would like to agree with the above! I have multiple team members using Pipedrive that attend the same meetings etc but logging the activities are doubled up or non existent making details inaccurate. Please let us know if this feature will be available any time soon?
Thanks,
Nicole
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We work in a team of 2 at all times. Pipedrive only allows me to assign to one user. Is there anyway more users can be assigend and Activities created automsticslly into everybody's diary?
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I would like to bump this back onto the development team's radar. If tasks could be assigned to Teams that would be a game changer for us.
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Hello!
Wouldn't it be great to have the option of having multiple owners, or co-owners for a single task? A notification would be send for any modification, completion of the task, and the task would appear in all activity panels of each owners.
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It would be a wonderful option to be able to assign an activity to more than one person. For us, there are certain tasks/activities that involve more than one team member. As of right now there is only the capability to assign that task/activity to One person. For us to alert the other team members we 'invite' them as guests to that activity but it is not ideal. The best situation for us would be for the task/activity to be able to be assigned to multiple people from the pull-down bar that way it pulls to their Pipedrive to-do's vs just a calendar invite.
Thanks so much for considering our feedback!
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PLEEEEAAASE implement this! :)
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Should have been developed from the start, missing this function on daily basis even having only two team members.
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Please add that feature, there are many cases that would support collaborating situations in daily business. By the way, how does the "guest-solution" work, so that there are still push-notifications available for the user seats? Does that work and if yes, through automation workarounds?
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Hi everyone, thank you for the feedback! It has been passed on to our product team for research. Feel free to continue upvoting and sharing use cases; the more popular a request is, the more likely it is to become prioritized in the future.
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Thanks @Manuel Oliveira , let's see if you guys can create some solution soon 🙂👍️👌
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Morning. I have requested the feature in June 2022. If we could get more community members to ask for the same feature I reckon it would be of great help. It would definitely be a great feature
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We are currently testing Pipedrive and so far are very happy. The sharing of tasks across a client or deal is vital though for our sales team and other teams who need to do tasks for a deal to get over the line. @Pipedriveadmin @Manuel Oliveira can you update on the progress of the development team and timeline of implementation please?
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This is a feature that every CRM should have, get this developed PipeDrive.
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4 years… and you still couldn't add such a basic feature? This isn't some unique feature request, but really just asking for basic functionality. Do you have more prioritized tasks? How can they be more important than basic functionality? Moreover, the fact that you didn't explain anything in this discussion is shocking. Unfortunately, with every such case, we start to think about changing our Sales CRM. It's a shame, Pipedrive.
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+1 on this, I can't believe it's not already a feature!
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We also really need this for a client that we are trying to onboard onto the system, crazy that it has been 4.5 years since first suggested and still not a default option in the system.
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