Help me Organize our Work-flow Automations please

Luis Ramirez_5906
Luis Ramirez_5906 Member Posts: 1 VERIFIED MEMBER
First Comment
edited April 24 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!

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Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    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 VERIFIED MEMBER
    10 Comments
    edited July 2022 #3

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

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