Templates for activities

I think it might be an appreciated feature to be able to use templates for activities. 

I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity). 

However, these tasks are repetitive and it would save me time to simply choose one activity from template and not have to set it every time.

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  • Fabrizio Nicolosi_33821
    edited July 2021 #2

    Good suggest!

  • Robert Dylina
    Robert Dylina Posts: 5
    edited February 3 #3

    I've been requesting this feature for about 4 years now. Doesn't appear they're going to do it any time soon.

     

  • Jörgen Sjöstrand_231
    edited February 25 #4

    I would propose that Pipedrive do a roundup with all small features like this that would make a salesperson's day so much easier.  Its better to make it as one collected project so it gets handled at not just "this is so small"  but together 50 great ideas from the users become something incredible strong for the future .

  • Nacho_47125
    Nacho_47125 Posts: 2
    edited July 2021 #5

    It's a MUST Have!  🙏  It was actually weird no to find this feature in a product as polish like this  

  • Nacho_47125
    Nacho_47125 Posts: 2
    edited July 2021 #6

    I would propose that Pipedrive do a roundup with all small features like this that would make a salesperson's day so much easier.  Its better to make it as one collected project so it gets handled at not just "this is so small"  but together 50 great ideas from the users become something incredible strong for the future .

    It's a MUST Have. It was actually weird no to find this feature in a product as polish like this.

  • Jack_54974
    Jack_54974 Posts: 2
    edited December 2021 #7

    Yes please can we get this feature! Such an unnecessary small thing that could really speed up the sales calls

  • Francois Gagnon-R
    edited February 1 #8

    Totally agree, must have, for exemple in my day to day I meet customer at their place. It would be perfect to create a meeting that is fill automatically with the customer info and adress. That would save a lot of time then filling infos each time. That's one exemple but I guess there's plenty of possibilities for many templates in various activities as soon as it's a recurring activity it should be possible to make a template.