Checklist / To-do list feature
Comments
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Hi @Manu Singh @Mark Bryant @Stefan Cork @Paul Linn and @Mark Panizzon
I'm Mike and my task is currently to explore "task/project management" in Pipedrive. Checklists is something that pops up a lot.
In case you or someone in your team is managing projects in Pipedrive or along Pipedrive with other solutions please join us in this channel: https://community.pipedrive.com/group/project-management-delivery-management
I hope we can work on solving all your task management needs in the future!
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Hello everyone,
We run an international soccer development company and this would ideal as we must ensure certain documents and tasks are completed before a participant is ready for travel. The suggestion of adding next to note or even being part of a "task" menu where one could select templates would be ideal. This approach would enable the automation for specific workflows and tasks and even allow dependency (ZAPIER). Hoping you guys can figure this out. Now if only we could get Pipedrive to expand queries to include Participants! Please?
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Hi @Mike Elliott van der Valk,
We too would benefit from such an improvement. Brilliant idea to add net to notes or a submenu to Tasks. The ability to have specific "checklists" one can create as templates such as in email would be perfect. One could make this part of an automation with a particular template based on the Pipedrive and dependencies selected, including in Zapier. Can you please advise of the status of this request? We have a Sport Travel Company and there are specific task lists that must be done within the deal to prepare a participant for travel.
Best
Regards,
Angelica
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Administrator said:
Hi @Mike Elliott van der Valk,
We too would benefit from such an improvement. Brilliant idea to add net to notes or a submenu to Tasks. The ability to have specific "checklists" one can create as templates such as in email would be perfect. One could make this part of an automation with a particular template based on the Pipedrive and dependencies selected, including in Zapier. Can you please advise of the status of this request? We have a Sport Travel Company and there are specific task lists that must be done within the deal to prepare a participant for travel.
Best
Regards,
Angelica
Hi Angelica / @Administrator
I can see you requested to join the channel I mentioned up here. You can find my link there and book some time to call with me. I'd love to learn about your use case.
Regarding the status, we're in exploration phase at the moment. If all goes well we can go into solution mode and hopefully we can solve some of your pains with some of the solutions you mentioned but for now we are researching.
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Stefan Cork said:
I too am a mortgage broker and would like this check list function, sort of like Trello has. Every mortgage is a list of 50 things to do and it is a pain setting this up any other way in pipedrive.
I have migrated now to Monday.
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Administrator said:
Hi @Mike Elliott van der Valk,
We too would benefit from such an improvement. Brilliant idea to add net to notes or a submenu to Tasks. The ability to have specific "checklists" one can create as templates such as in email would be perfect. One could make this part of an automation with a particular template based on the Pipedrive and dependencies selected, including in Zapier. Can you please advise of the status of this request? We have a Sport Travel Company and there are specific task lists that must be done within the deal to prepare a participant for travel.
Best
Regards,
Angelica
Hello Mike,
Thank you. I would love to schedule a time. How would I go about setting up an exchange time? I am in EST (I believe 6 hours behind you). I would like to focus on 3 items if possible.
- Integration of a CHECKLIST within the deal
- Participant(s) query/ filter. Example: Filter ALL participants - for ALL DEALS containing: "PIPEDRIVE FIELDS", (such as product).
- WHATSAPP Integration: customer Import/export, Groups, Broadcast, email, Text & Calling
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I 100% agree with everyone's suggestions here. There definitely needs to be a "template" for common tasks. Automations are completely fine, but I only want to create 1 automation that adds a template/checklist of ToDo items when a deal moves from X->Y.
My use-case is a real estate investor and investor agent. When a property (deal) moves from Offer to Contract stage, a whole lot of things then need to be scheduled. I use Evernote now to keep track of these actions and then manually create activities for each of them to make sure nothing falls through the cracks.
Just like there are email templates, there should be Activity Templates to schedule a batch of activities all at once, and all linked to a deal. Then enable that Activity Template as an action in an automation and you're golden.
Thanks!
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Brian Johnson said:
I 100% agree with everyone's suggestions here. There definitely needs to be a "template" for common tasks. Automations are completely fine, but I only want to create 1 automation that adds a template/checklist of ToDo items when a deal moves from X->Y.
My use-case is a real estate investor and investor agent. When a property (deal) moves from Offer to Contract stage, a whole lot of things then need to be scheduled. I use Evernote now to keep track of these actions and then manually create activities for each of them to make sure nothing falls through the cracks.
Just like there are email templates, there should be Activity Templates to schedule a batch of activities all at once, and all linked to a deal. Then enable that Activity Template as an action in an automation and you're golden.
Thanks!
Thank you for your support. As seen, this request has repeatedly been submitted for months without implementation. I hope more Pipedrive Users engage.
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Stefan Cork said:
I too am a mortgage broker and would like this check list function, sort of like Trello has. Every mortgage is a list of 50 things to do and it is a pain setting this up any other way in pipedrive.
Hi @Stefan Cork
I'm very sorry to hear that
At the moment I am just starting a research on how Pipedrive could better help with task/project management. I understand you are not our customer anymore but in case you have 20-30 minutes to talk it would be really amazing to learn from you what we can do better. If you'd like to help, then please book some time with me for next week via this link.
To follow our progress further join our closed community channel as well if you'd like.
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Administrator said:
Hi @Mike Elliott van der Valk,
We too would benefit from such an improvement. Brilliant idea to add net to notes or a submenu to Tasks. The ability to have specific "checklists" one can create as templates such as in email would be perfect. One could make this part of an automation with a particular template based on the Pipedrive and dependencies selected, including in Zapier. Can you please advise of the status of this request? We have a Sport Travel Company and there are specific task lists that must be done within the deal to prepare a participant for travel.
Best
Regards,
Angelica
I'm just starting a research on task/project management in Pipedrive. Do you have 20-30 minutes to talk, then please book some time with me for next week via this link.
I can definitely take some notes regarding your other requests and make sure they end up on the desks of the right people in Pipedrive but on the call I'd like to mainly learn about how you manage your tasks/projects if that's okay.To follow our progress further join our closed community channel as well.
Talk soon 🙏 .
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We are a travel business designing custom tours. This would be a really useful feature, I have looked at creating tasks as an automation, but each of our trips requires so many little mini-tasks that it becomes overwhelming for the team due to the amount of space taken up by each activity.
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Yes, Checklists with functional check-boxes (with a template option) is an essential missing feature. Please add this asap. "Activities" is extremely clunky and limiting and is not working for my company at the task level. Activities is more for milestone events.
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Just adding my up-vote here to Checklists feature.
We use Process Street checklists, and we link the checklist URL to a Note in the Deal in Pipedrive. It's obviously inefficient moving between the two (and there's limitations to Process St). Would be a huge value-add for Pipedrive if it had this feature, essentially what Process Street offers, 'in house'.
We do use Workflow Automations to create a number of Activities as a Deal moves through stages. But this is not visually helpful for the whole team to see the whole checklist of what needs to be done, with work instructions, neatly and visually. I'll happily show you on a call our Process Street checklists and the visual benefit it provides (tasks on the left hand side, work instructions on on the right, can see who is assigned what, and the order of the tasks).
A huge limitation of Process St is not being able to edit or add tasks to a Checklist template. This is where Pipedrive could offer huge point of difference. Imagine using Workflow Automations to create a Checklist (from a template) at a certain stage, but the user has the ability to edit or add to the Checklist. Hugely powerful.
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I would make use of this feature as well.
For now, I will beta test with Brad's idea.
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Jazmin Poyser said:
Just adding my up-vote here to Checklists feature.
We use Process Street checklists, and we link the checklist URL to a Note in the Deal in Pipedrive. It's obviously inefficient moving between the two (and there's limitations to Process St). Would be a huge value-add for Pipedrive if it had this feature, essentially what Process Street offers, 'in house'.
We do use Workflow Automations to create a number of Activities as a Deal moves through stages. But this is not visually helpful for the whole team to see the whole checklist of what needs to be done, with work instructions, neatly and visually. I'll happily show you on a call our Process Street checklists and the visual benefit it provides (tasks on the left hand side, work instructions on on the right, can see who is assigned what, and the order of the tasks).
A huge limitation of Process St is not being able to edit or add tasks to a Checklist template. This is where Pipedrive could offer huge point of difference. Imagine using Workflow Automations to create a Checklist (from a template) at a certain stage, but the user has the ability to edit or add to the Checklist. Hugely powerful.
Jazmin Poyser Thank you for the suggestion to use Process Street. We're drowning in "details" and could no longer function without a Checklist feature. I agree with all of your points about the problems with Process Street (can't edit or add tasks to a Checklist; you can only edit or add tasks to the Templates) and the inefficiency of toggling back-and-forth between screens or monitors. It would be IDEAL if the Process Street Checklists were embedded IN PipeDrive Deals or Organizations....
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I was just looking for this function.
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I think this would be useful too! It would save having to use an external app such as Trello or Google Keep.
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The lack of a checklist feature is requiring us to toggle back and forth with Trello. Details are being missed. @Mike van der Valk is a CHECKLIST feature in the works yet?
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Kristi Humphrey said:
The lack of a checklist feature is requiring us to toggle back and forth with Trello. Details are being missed. @Mike van der Valk is a CHECKLIST feature in the works yet?
We're working on a task/project management tool that's in research phase which will help you out a lot, check it out here: https://community.pipedrive.com/group/project-management-delivery-management
There's no ETA yet but we're exploring improving that area.
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I Totally Agree!! We need some form of Checklist
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We are currently evaluating Pipedrive and now struggle with keeping track of next steps (things to do, open taps, etc.) for deals.
Automation seems suitable (by definition) more for recurring tasks. A free-form checklist of things that need to be done, maybe just once, is different. Assigning tasks to team members also allows for tracking ownership.
Checklists should be light-weight, not require an integration with another heavy-weight tool. Here's an example how Clubhouse does it:
We use Clubhouse (soon Shortcut) for our project management and engineering, which works great. I wish Pipedrive would allow for a similar light-weight UX for this. (In fact, we currently use Clubhouse as light-weight CRM because if its flexibility.)
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This is a function I too would like in Pipedrive. The ability to assign these contacts a to-do Item and simply check it off would be a more efficient way to enter daily tasks that aren't time-sensitive.
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A to do / checklist style feature would be very welcome indeed!
Now you can't do this within Pipedrive in a flexible manner.
The feature would be welcome in the deals but also in the people or organizations area, so you can track all todo's with your customers or contacts.
There is now a trello link but this too is an external software with other user interface etc.
Best if this can be done inside of Pipedrive for consistency and efficiency.
Hi Ines, thanks but would the automation create a separate task item? We would not want this as it clutters our workspace. Just a simple checklist or bulleted list of say 5-10 items for each deal stage should appear. If you need an example of how this should look - see crm Nutshell and their ability to create a simple checklist within each deal. Kindly let me know if that exactly can be replicated via automations you have mentioned. If it is so, I would be happy to spend the time it takes with support to get it done and be a long standing paying Pipedrive customer. Thanks!! Manu
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Mike van der Valk said:
We're currently setting up a team to look into task/project management in Pipedrive. Would be great to understand your use case fully
Mike,
I use Pipedrive in my real estate practice. I would use a to-do list to track steps needed from contract to close. I have 27 steps in that process. I would like to be able to set up the process and then be able to duplicate it whenever I write a new deal. I am a brand new user and this is the main thing I need so that I can do lead tracking as well as work tracking.
Thanks,
Lindsey
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@Mike van der Valk Any update on this mate?
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Yes please update? Everyone is the world uses a checklist
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Mike van der Valk said:
Hi @Manu Singh @Mark Bryant @Stefan Cork @Paul Linn and @Mark Panizzon
I'm Mike and my task is currently to explore "task/project management" in Pipedrive. Checklists is something that pops up a lot.
In case you or someone in your team is managing projects in Pipedrive or along Pipedrive with other solutions please join us in this channel: https://community.pipedrive.com/group/project-management-delivery-management
I hope we can work on solving all your task management needs in the future!
Any timeline on checklists Mike? I would think this is simple. Pls see nutshell crm
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James Oakden said:
@Mike van der Valk Any update on this mate?
Hi @James Oakden not necessarily a checklist but a project with your tasks/activities as checks is what we're working on. Check it out here and let me know if you'd like access.
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Hi there,
would that be possible to somehow insert a checklist within a stage on a pipeline? Or a creating a sub-pipeline?
So we know that once all the things from the list are done, we can move to the next stage. Or even after the steps are done the deal moves automatically to the next stage.
For now I created automations, so once we move a deal to a stage, serveral activities to-do pop up. The only think is that they are time-limited and if they are not done on a scheduled day I have to manually change them to another day and then another if the process takes longer.
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