Help me Organize our Work-flow Automations please

Luis Ramirez_5906
Luis Ramirez_5906 Member Posts: 3
edited July 2022 in Workflow Automation #1

The only way to sort the automations in Pipderive currently is in chronological order.

We have 25+users across 3 countries and there are automations by user/department/country. 

The fact that Pipedrive only organizes them in one single chronological order makes it hard to find them / avoid duplications, etc. 

Is it possible to create a Filter / Sort button or even better TAGS to organise workflow automations? Or to be able to manually organize them like the pipelines.

Thanks!

Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 374
    5 Up Votes First Comment
    edited July 2021 #2

    All of our automations are created under a single user. I use a long descriptive name right in the title. 

    If the automation includes sending an email internally the subject line always starts with AUTOMATION:

    then the subject so people know its an automated email.

    image
  • Brad Lynch
    Brad Lynch Member Posts: 18
    First Comment
    edited July 2022 #3

    Yes, I would also like the ability to be able to sort all my workflow automations.