Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Thanks for sharing @Brad so you mean like a set of tasks that you'd need to do on the deal/person/org? Can you explain to me a bit more in detail why this would help you more than for example adding task type of activities?
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@Brad Maybe the automation will do the job. For one of our customers we created one which fills in some fields in the notes of an activity. You even can use HTML:
This will create an activity which looks like a check list:
Will this do the job for the moment? Besides that: Many of our customers would need a checklist functionality as well :-)
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Mike van der Valk said:
Thanks for sharing @Brad so you mean like a set of tasks that you'd need to do on the deal/person/org? Can you explain to me a bit more in detail why this would help you more than for example adding task type of activities?
Hi Mike. Absolutely, I am a mortgage broker so a mortgage application moves through the stages depending on the status of the deal. Independent of the deal stage we need to work through conditions on the deal. I could also see checklists being useful for ensuring standardized deal practices in the company. Anyway for the deal conditions, there are about a dozen categories with about a dozen items in each category. On every deal I need to populate a checklist of documents/conditions pertaining to the deal. Each deal will be different. So ideally there would be checklists to track the status of these items & templates that can be applied for the varied circumstances. Let me know if you have any questions.
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Bernd Auer said:
@Brad Maybe the automation will do the job. For one of our customers we created one which fills in some fields in the notes of an activity. You even can use HTML:
This will create an activity which looks like a check list:
Will this do the job for the moment? Besides that: Many of our customers would need a checklist functionality as well :-)
Thank you for this! This is above me to be honest.
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Mike van der Valk said:
Thanks for sharing @Brad so you mean like a set of tasks that you'd need to do on the deal/person/org? Can you explain to me a bit more in detail why this would help you more than for example adding task type of activities?
Thanks for clarifying @Brad
@Joseph Valenti how are you and your clients solving this currently?
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Mike van der Valk said:
Thanks for sharing @Brad so you mean like a set of tasks that you'd need to do on the deal/person/org? Can you explain to me a bit more in detail why this would help you more than for example adding task type of activities?
Most of our mortgage brokers will create automations triggered by changes in stage/status. A large majority of the actions (things that happen in response to triggers) are tasks to be completed at the stage in question.
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Hi All
I'd love to suggest a Checklist feature for Deals.
Similar to cards on Trello or Asana, I believe adding a customisable list of tick-off/strikethrough items to a deal, would allow us as users keep track of various administrative or key tasks that inevitably crop up when managing a deal through the pipeline.
Eg. We use Pipedrive as our Recruitment CRM. As the candidate enters the process, along the way we collect ID, visas (if applicable), gather references, confirm start dates etc. All these are actionable sub-tasks that need to be prepared for and subsequently checked off as the process unfolds. Having this function within a deal would be great.
Any thoughts welcome!
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Thanks for the suggestion Joe!
Until we're able to create such a feature, I would suggest using Activities and Deal Fields to help fill the gap (although it won't control deal movement through stages).0 -
I can see the benefit of using activities, if each task required a date/time to be completed, but I'm more referring to tasks that are open-ended. Or tick-box tasks that are part of the deal that don't require a reminder date.
It's a very specific example for us, but feels like it could be really useful to have within a deal, to manage those micro/sub-tasks that often come up.
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I felt the same way - We started using the automations to create checklists of activities that we can clear as we accomplish them. Once you get start it isn't too hard to make it happen!
If it would be helpful, I'm happy to jump on a call and show you what we are doing!
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Joe Palin said:
I can see the benefit of using activities, if each task required a date/time to be completed, but I'm more referring to tasks that are open-ended. Or tick-box tasks that are part of the deal that don't require a reminder date.
It's a very specific example for us, but feels like it could be really useful to have within a deal, to manage those micro/sub-tasks that often come up.
I agree @Joe Palin ! I think that would be a great feature to be implemented.
What we are doing right now is using a custom deal field with a multiple choice option. For example, with our customers we have multiple mail-piece options that we can send to our customers. Not all customers get the same pieces and there isn't a specific time we need to mail these pieces. We have a field in our deals called "Mailed Pieces" and there I can just select from the different options as they are sent out. This helps me keep track of what was sent to that particular customer.
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David Lorbiecke said:
Thanks for the suggestion Joe!
Until we're able to create such a feature, I would suggest using Activities and Deal Fields to help fill the gap (although it won't control deal movement through stages).Thanks for reply, David.
Personally, I don't think utilising Activities is the best hack. We already have 11 possible activities encoded into our deal stages, and they're typically fixed based on the actual stage the Deal is at. That works well, so no need to change it.
I'm referring to more micro-items that need to occur in any one deal, which may differ on each deal. So as a talent company, we may have a list of 5 studios we would want to introduce the individual to, in addition to securing their ID, booking their flight and a bunch of other tasks that may differ from the next person (or deal). Therefore, I'd suggest a custom section that allows for a custom 'to-do' checking-off, tick box style would do it. It could even be incoporated into the notes part, as you've done with bullets, numbers and image files et al.
Hope that makes sense.
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Justin Stephens said:
I felt the same way - We started using the automations to create checklists of activities that we can clear as we accomplish them. Once you get start it isn't too hard to make it happen!
If it would be helpful, I'm happy to jump on a call and show you what we are doing!
Hi Justin, are you talking about workflow automations? Curious what your workaround is. I agree with what Joe Palin has suggested that we all need customizable checklist as each deal has different minuscule task that keeps it from moving onto the next stage in the pipeline. Thanks!
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Honestly, I decided to sign up for the community to specifically find if this had been suggested and agree a simple checklist would be helpful. I'm fairly new to Pipedrive and am still learning all the features. It seems there are many ways to customize but how to be specific to the type of deal we are working can get cluttered. The automation portion is still a bit overwhelming but hope to learn more about it as we go. Specifically for insurance, to see what work has been completed on the deal, and maybe per stage, would create efficiency if we can have checklists we can customize based on the deal. Possibly where you can't move the deal through stages until the tasks are done? An automated activity per stage seems reasonable but can clutter an activity box in a hurry. Also, we work deals back and forth between users through the stages and we might "assist" each other on tasks as we go but may not see the activity. Having that visual, like a note, on the deal that could be built like a template would be useful.
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Justin Stephens said:
I felt the same way - We started using the automations to create checklists of activities that we can clear as we accomplish them. Once you get start it isn't too hard to make it happen!
If it would be helpful, I'm happy to jump on a call and show you what we are doing!
How I did it was created different pipelines that are based on the overall deal properties. Once I had that, I created automations for each of the stages based on what needed to happen. If it is something that is going to be different depending on each client, the task is more generic to fill out all of the other processes/activities that need done.
I don't think it is perfect by any means, but it works for me!!
I also have one stage that has everything assigned and I delete what I don't need.
again, not perfect, but it is working for us!
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Jan Bons said:
We have made automated actions per stage. When all the actions are completed the deal changes stage.
Sounds cool.
Can you explain further what you mean? Are you referring to activities?
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Jan Bons said:
We have made automated actions per stage. When all the actions are completed the deal changes stage.
Hello Jay,
When a deal changes a stage we automated that one or more activities are placed into the deal.
To make sure that you can see what is automated and what personal activities are we put the letters AA in front of the activity.
Ex: AA - The DMU for this deal is perfectly known !
In the left section we made a dropdown menu for the DMU and a text field for further explanation.
You can make the field on the left a required field, so to change the stage the field has to be filled. Otherwise they can't change the stage.
Hope it helps
Jan
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Although for me at the moment I decide to interact with a lead, it automatically becomes a prospect and is already a candidate to create an agreement and follow the normal process, I recognize that a simple checklist (ideally with a massive editing option) in the new lead function could avoid accumulating a forgotten hill of potential good opportunities
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Wouldn't using important / required fields fulfill the same purpose as checklists?
These fields are always on the top of the data field list for deals, and with required fields, you have to fill the field (check the box) before you can continue to the next stage or win the deal.
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Team Brazil said:
When are we going to see a simple Check list ( easy to share by email ) like to following ?
Or at least add the strikethrough that is available in this help center note
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Hola!
Hay alguna manera en la que se pueda añadir una simple checklist dentro de cada negocio o cliente potencial?
Llevo buscando un buen rato (Soy nuevo) y no veo nada, he buscado alguna integración del marketplace pero no me queda nada claro como poder añadirla.
¿Alquien usa checklists?
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One thing many of our customers do is use workflow automation to set up a set of tasks. So imagine you move a deal to a specific stage, it automatically adds the 3 activities you need to do in that stage. Next stage another set of standard tasks there, etc...
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We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity.
On the "Details" section we can now add different fields, but not a task/checklist. Something like Microsoft's TODO, or even a simple list like in IOS' NOTES, where the checked items move to the bottom of the list.
Every deal has different needs and sometimes trying to find out where we are and what's next or pending for a particular opportunity takes a lot of time in order to go thru the last performed sales actions within Pipedrive (or somewhere else) or check on the last sent emails or messages, to be able to conclude what's next. If we had this list, we would know at any time, what the next action is, to move forward in that deal.
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Agreed. Especially if you've got a long (20 stage) sales process, I don't want to have to create a 20-column pipeline for this. I'd love to have a replicable checklist, that ideally could have dates/times/people put against each one, inside each Deal. I'd love it if automated actions could result after certain items are checked off
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Hi @Omar Monroy and @Mark Bryant !
You can achieve this by creating one or more automations that generate either fixed activities or fixed notes to your deal once it reaches a certain stage. That you will save you the work of remembering all the items in the "to do" list and you can easily keep track of what's already been done or not. 💪
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I don't see how this simple checklist feature hasn't been added to deals yet? I would think this is easy to code in. Not complex Just a bullet list with checkboxes. I ve been 2 + years for it
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@Mike van der Valk Any luck with the checklists? It's a must for our real estate business as well and one of the reasons I was considering leaving pipedrive. Activities don't solve this problem and they clutter your crm. Please provide a status update if Pipedrive has this on the urgent feature list?? Thanks!
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