Activity templates: specify default input values for specific activity type

I don't use workflow automation for scheduling of next activity because I want to personalize a date according to the client.

 

I'd like to have a possibility set default values for my activity type.

E.g. new activity "Follow Up" - prefilled activity date "today+7", prefilled name "Follow Up"

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

    Hi @Prokop Simek 

    Thank you for sharing, I've passed it on internally!

  • Vincent_27583
    Vincent_27583 Posts: 28
    edited March 2021 #3

    Being able to set a default yet dynamic default value for different Activities is also a pain point for me.

     

    I would like all my Activity X's to, by default, take place 7 days after the current time & date.

    I would also like their defaut Duration to be 15mn rather than 30mn.

     

    This would make a huge difference in terms of number of clicks required to get through an activity. @Roadmap Tech