Decide which calendar events trigger a reminder in the Activities tab

My request:

I wish we were given more control over which activities count as activities.

Specifically, I would like activities (lunches, calls, meetings, whatever) to trigger a reminder in the Activites tab ONLY if they were created from a deal's "Schedule next activity" menu.

 

Here's why:

I use my work GCalendar both for work and leisure.

As such, my calendar contains:

  •  work events I've created from my Gcalendar:"finalise report X";
  • work events I've created from Pipedrive, from the "Schedule next activity" menu: "call back customer Y next week";
  • work events I haven't created: my boss's "weekly catchup meeting";
  • private events I've created: "take kids to the doctor".

ALL these activities  show up as Activities in the Activities tab.

As a result, my Activities tab is swamped with lots of activites that I don't have to be reminded for ("take kids to the doctor").

However, I still want to SEE these activites from Pipedrive, otherwise I may suggest a timeslot for a customer meeting that's actually already booked for taking the kids to the doctor. So switching my Gcalendar > Pipedrive calendar to One-way syncing is not an option.

 

 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Thank you for your suggestion and for describing your use case so clearly, @Vincent

    I was initially going to suggest that you create separate calendars within your Google Calendar account (e.g. Work, Personal) but I see that you still want both of those types of events to show up in Pipedrive, and the way to make that happen is by using the calendar sync. However, like you mentioned, any kind of activity that gets created in Pipedrive will generate a notification when its due date/time comes along. I've made sure your suggestion reaches the team in charge of the Activities feature.

  • Isa Almy
    Isa Almy Posts: 7
    edited June 2020 #3

    Thank you for your suggestion and for describing your use case so clearly, @Vincent

    I was initially going to suggest that you create separate calendars within your Google Calendar account (e.g. Work, Personal) but I see that you still want both of those types of events to show up in Pipedrive, and the way to make that happen is by using the calendar sync. However, like you mentioned, any kind of activity that gets created in Pipedrive will generate a notification when its due date/time comes along. I've made sure your suggestion reaches the team in charge of the Activities feature.

    Hi Ines! I am encountering this same issue. I would like for my calendar events to simply show up as calendar events ~ not activities that I need to check off. For instance, "driving to appointment" which is an event in my synced calendar doesn't need to be an activity for me to complete in pipedrive. Please let me know if there is a solution for this! thank you! - Isa 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #4

    Thank you for your suggestion and for describing your use case so clearly, @Vincent

    I was initially going to suggest that you create separate calendars within your Google Calendar account (e.g. Work, Personal) but I see that you still want both of those types of events to show up in Pipedrive, and the way to make that happen is by using the calendar sync. However, like you mentioned, any kind of activity that gets created in Pipedrive will generate a notification when its due date/time comes along. I've made sure your suggestion reaches the team in charge of the Activities feature.

    Hi @Isa Almy ! @Vincent these might also be useful for you.

    All calendar events are considered activities in Pipedrive, so if they haven't been marked as done they will generate a reminder when that due date comes.

    A workaround you can use is filtering and marking those activities as done in bulk from the Activities List View; they will no longer generate reminders.

    Another tip: when creating activities originally in Pipedrive you also have the option of creating them as "done" from the get go, take a look at the example below:

    image