Click through our prototype and share your thoughts with us

Mike van der Valk
Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
2500 Comments Third Anniversary 25 Likes First Answer
edited May 25 in Project Management #1

While we're developing the backend of our solution we're prototyping how the front end should look and feel for you. Check out our latest prototype by clicking here.

Once you've gone through it, please respond here and answer the following questions:

  1. When would you start a project? (while in the sales process, after winning a deal, other..)
  2. Would you like to see all your projects in a kanban/pipeline view? Why?
  3. On project creation, what information would you need to get started?
    1. Is there data (fields, notes, mails, ect..) from a deal you'd like to bring across to the project?
  4. Would you have projects that are not related to sales deals?
  5. Please share your experience with the activities on the project detail view.
  6. Lastly,  what are our general thoughts?

Thank you in advance and have a great rest of the week! 

Comments

  • Erwin Cammelbeeck
    Erwin Cammelbeeck Posts: 27
    edited February 25 #2

    The only thing I see is a black screen

     

  • Juho Koski
    Juho Koski Posts: 40
    10 Comments Second Anniversary Photogenic Elite + Premier Solution Provider
    edited February 25 #3

    Hi! Looks AWESOME!!!!

    1. While the sales process is still ongoing. Usually this happens before winning the deal. Our stage is called Ready for signing.
    2. Yeah but not necessarily. Your list views look good anyway.
    3.  Yes we need to bring along all the deal details, including products. Usually there should also be a description field for the project manager. The original deal person might also change and you need to mark down the project responsible from client's side.
    4. Possibly, internal projects that are currently managed in Monday.com
    5. Looks neat and very familiar for Pipedrive users.
    6. Looking forward to beta-test this like a mad man. Will this be an addon or a feature for certain license level?

    Thanks!

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #4

    The only thing I see is a black screen

     

    @Erwin Cammelbeeck sorry to hear that. Could you try different browsers or incognito for example? Looks like Juho up here got it to work :) 

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #5

    Hi! Looks AWESOME!!!!

    1. While the sales process is still ongoing. Usually this happens before winning the deal. Our stage is called Ready for signing.
    2. Yeah but not necessarily. Your list views look good anyway.
    3.  Yes we need to bring along all the deal details, including products. Usually there should also be a description field for the project manager. The original deal person might also change and you need to mark down the project responsible from client's side.
    4. Possibly, internal projects that are currently managed in Monday.com
    5. Looks neat and very familiar for Pipedrive users.
    6. Looking forward to beta-test this like a mad man. Will this be an addon or a feature for certain license level?

    Thanks!

    Thanks @Juho Koski for sharing your thoughts. Full transparency is that we plan to offer something to cover basic needs on all pricing plans, but for more advanced after-sales project management an add-on price on top of any Pipedrive pricing plan can be paid. Exactly what will be included for free and paid and what the price will be is yet to be determined.

  • Simon Beck
    Simon Beck Posts: 4
    Second Anniversary First Comment Photogenic
    edited February 25 #6

    Looking forward to the implementation!

    • Project start would be in different phases
    • kanban/pipeline view would be great
    • We work on projects for clients and in-house; accordingly, some of the projects involve dependencies

    Desire:

    • Resource planning and calculation of the completion date based on the assigned users!
    • Possibility to assign individual fields for the projects, as usual

    This addition would make Pipedrive even better!

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #7

    Looking forward to the implementation!

    • Project start would be in different phases
    • kanban/pipeline view would be great
    • We work on projects for clients and in-house; accordingly, some of the projects involve dependencies

    Desire:

    • Resource planning and calculation of the completion date based on the assigned users!
    • Possibility to assign individual fields for the projects, as usual

    This addition would make Pipedrive even better!

    thank you Simon!

  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited February 25 #8

    Looking really promising.

    Once You have a Alpha/Beta ready for testing I would be more than happy to share my input. You know to see how everything works in real life and which elements are right on spot and which parts needs some polishing etc.

    Excited about whats to come..

    We are about to finally get seriously busy again and hence our activities panel will explode (not literally) and having the opportunity to group /align all project related activities/tasks under one a deal, timelines, deadlines, related automation and dependencies etc. will be awesome.

    A lot of our work in relation to project / task management happens after the deal is won but I agree with others that some very specific topics / activities start already during pitching phase and for us this is the case especially with recurring clients.

    1. During the Sales Process
    2. Both options, I would like to have the option to choose that for each project/deal. Some clients or gigs are easy and do not require this but many deals/projects are heavy and coming along with tons of tasks
    3. tricky questions and for us very different from project to project... need to test a beta to give u a good answer
    4. YES for various reasons, one example for me would be if I setup a creative project and execute it first in full or as a pilot and with my results (fine art series, book project etc.) then start to pitch relevant parties
    5. great experience, all activities related to deal have been entered into Pipedrive and we have tons of it when we are busy, keeps us on top of the deals and we are able to follow through a backlog of tasks really quick
    6. see above

    THX Team

     

  • Josh Monifi
    Josh Monifi Posts: 58
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 25 #9

    Awesome!

    1. After winning a Deal.
    2. Yes, our projects would be grouped together based on the sales Pipeline that was used.
    3. Some Deal fields would carry forward, like the Deal contact. 
    4. Yes, we could potentially use Projects separate from Deals.
    5. Activities look normal, I didn't notice anything new. 
    6. Great new functionality! Please keep it very customizable. 
  • Jazmin Poyser
    Jazmin Poyser Posts: 26
    10 Comments
    edited February 25 #10
    1. Probably while in the Sales Process.. Currently our 'projects' run through two pipeline kanbans, as we are treating Deals as 'projects' effectively, taking them from 'lead in' through to completed Deal at the end of a second pipeline.  We would have to give it some thought how we would use Deals (and the current pipeline kanbans) and Projects together... 
    2. Would always like the option to see projects in a kanban/pipeline view - it's so much easier visually.
    3. On project creation, we'd want to see the Deal's people & org details, linked emails, activities, notes and custom fields - essentially everything we capture in the Deal.
    4. We likely wouldn't use projects that are not related to sales deals, as we manage this elsewhere (Notion & Slack).
    5. Love the grouping of activities in the project detail view - how it looks like a checklist you can tick off - and ability to collapse the stack.  Important point for us that I've raised in other threads - we would want these activities to be templated (incl work instructions in the descriptions), i.e. for every project there are set stacks with set activities within, that don't need to be created manually each time. That would void our need to use Process Street checklists (templates) for projects/deals. If these Groups of Activities cannot be pre-set and can only be manually created for each Project then it's not really valuable.  The next layer of this pre-determined/automated template of Grouped Activities we'd like to see is a UI for conditional logic
      i.e.: If field 'asset type' = 'residential', then create 'group a' Group of Activities. 
      If field 'asset type' = 'commercial', then create 'group b' Group of Activities.
      For now we'll try and use Integromat to do this conditional logic - presuming it's possible to automate the Groups of Activities......
    6. COMMENTS - Critical. Ability for multiple users working on the Project to comment to each other. Team members rarely manage projects in isolation and teams will be forced to take communication outside of pipedrive in Slack or Gmail Chat if there is no comment thread ability in Pipedrive Projects.  For example looking at the Grouped Activities, where some are marked as Issues Found, these issues need to be able to be written as a comment and responded to by another user in a comment thread, with an icon similar to what I mocked up below to indicate where comments are.
    image

    At the very least, comments could be added within the Activity, at the bottom, like in Process Street:

    image
    •  I like the kanban on image 18 and the way it looks like cards, where you can read some of the info.  If we could choose which fields are shown on this kanban/card view that would be powerful.  Notion does this well. 
    • I also like the timeline on image 19 and that could be powerful visually if set up correctly with dates.
    • Really like the search bar over on the left in the Project Detail view, and the way the fields and info in the Project Detail view are condensed a bit neater.
  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #11

    1. Probably while in the Sales Process.. Currently our 'projects' run through two pipeline kanbans, as we are treating Deals as 'projects' effectively, taking them from 'lead in' through to completed Deal at the end of a second pipeline.  We would have to give it some thought how we would use Deals (and the current pipeline kanbans) and Projects together... 
    2. Would always like the option to see projects in a kanban/pipeline view - it's so much easier visually.
    3. On project creation, we'd want to see the Deal's people & org details, linked emails, activities, notes and custom fields - essentially everything we capture in the Deal.
    4. We likely wouldn't use projects that are not related to sales deals, as we manage this elsewhere (Notion & Slack).
    5. Love the grouping of activities in the project detail view - how it looks like a checklist you can tick off - and ability to collapse the stack.  Important point for us that I've raised in other threads - we would want these activities to be templated (incl work instructions in the descriptions), i.e. for every project there are set stacks with set activities within, that don't need to be created manually each time. That would void our need to use Process Street checklists (templates) for projects/deals. If these Groups of Activities cannot be pre-set and can only be manually created for each Project then it's not really valuable.  The next layer of this pre-determined/automated template of Grouped Activities we'd like to see is a UI for conditional logic
      i.e.: If field 'asset type' = 'residential', then create 'group a' Group of Activities. 
      If field 'asset type' = 'commercial', then create 'group b' Group of Activities.
      For now we'll try and use Integromat to do this conditional logic - presuming it's possible to automate the Groups of Activities......
    6. COMMENTS - Critical. Ability for multiple users working on the Project to comment to each other. Team members rarely manage projects in isolation and teams will be forced to take communication outside of pipedrive in Slack or Gmail Chat if there is no comment thread ability in Pipedrive Projects.  For example looking at the Grouped Activities, where some are marked as Issues Found, these issues need to be able to be written as a comment and responded to by another user in a comment thread, with an icon similar to what I mocked up below to indicate where comments are.
    image

    At the very least, comments could be added within the Activity, at the bottom, like in Process Street:

    image
    •  I like the kanban on image 18 and the way it looks like cards, where you can read some of the info.  If we could choose which fields are shown on this kanban/card view that would be powerful.  Notion does this well. 
    • I also like the timeline on image 19 and that could be powerful visually if set up correctly with dates.
    • Really like the search bar over on the left in the Project Detail view, and the way the fields and info in the Project Detail view are condensed a bit neater.

    Thanks for all the solid feedback @Jazmin Poyser appreciate it! I hope you understand that our first version will probably not include templates and/or automations. We definitely understand these are needed though so once the foundation is ready these and other updates are on our to-do list.

  • Henriikka from Zimple
    edited February 25 #12
    1. When would you start a project?
      • This is ideally after a deal is won, but sometimes before that too. The way it was shown in demo that you can do it with a separate button or it asks you after winning the deal whether you'd like to start a project is a good idea.
    2. Would you like to see all your projects in a kanban/pipeline view? Why?
      • YES, absolutely I'd like to see them in a pipeline. The pipeline view is the essence of Pipedrive and ingenious - it gives you an overall understanding of the stage of the projects. Most importantly, I would get an idea if all projects are mostly ending so there's room to start more, or if the beginning of the pipeline is jammed and I can communicate to sales (or they can see for themselves) that they can't promise rapid starts for the projects because we're booked already. "In progress" tells me nothing in terms of if it's only started yesterday or if it's ending tomorrow, which makes a huge difference in resourcing.
    3. On project creation, what information would you need to get started?
      • Selected data fields and emails. Our customers (we're a Pipedrive partner) often ask for activities to be transferred to project delivery pipelines too - personally I don't see much point but I can understand why maybe someone would like them. But if you're able to select for each project what data to carry over, that would be mindblowing! (Especially if you can set some defaults yourself in the settings!)
    4. Would you have projects that are not related to sales deals?
      • Yes. Internal development projects, marketing pushes etc. could very well be handled as projects and tracked too.  But this brings me to the question of having more than one project pipeline too - customer delivery projects are most like very different in terms of stages and activities from internal projects, so they would require a separate pipeline. But then again - not all customer projects are identical either, so a label might not be enough if the delivery process is completely different - so the possibility to have more than one pipeline for project tracking would also be required eventually.
    5. Please share your experience with the activities on the project detail view.
      • Overall positive! Projects might require activity types that are not useful in sales and vice versa, so separating those might be a good idea. I'm not sure based on the demo now if all the activity groups are shown for the  whole project at once or if the activities depend on the pipeline stage. Both ways have its pros and cons, I personally would like to be able to at least filter activity groups based on the pipeline stage (that requires of course being able to designate an activity group to a stage). Also, some clear indication of an overdue activity would be good, maybe similar to rotten deals in a pipeline?
    6. Lastly,  what are our general thoughts?
      • Based on the demo this will be a very good addon. Again, the key benefit is the customer data accumulating within one system. Also, creating leads for additional sales opportunities would be a great addition, maybe from the Actions dropdown menu or from an activity? Anyways, looking great at this stage already. Automations and other functions we're already used to in Pipedrive will be a cherry on the cake when they are ready.
  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #13

    Looking really promising.

    Once You have a Alpha/Beta ready for testing I would be more than happy to share my input. You know to see how everything works in real life and which elements are right on spot and which parts needs some polishing etc.

    Excited about whats to come..

    We are about to finally get seriously busy again and hence our activities panel will explode (not literally) and having the opportunity to group /align all project related activities/tasks under one a deal, timelines, deadlines, related automation and dependencies etc. will be awesome.

    A lot of our work in relation to project / task management happens after the deal is won but I agree with others that some very specific topics / activities start already during pitching phase and for us this is the case especially with recurring clients.

    1. During the Sales Process
    2. Both options, I would like to have the option to choose that for each project/deal. Some clients or gigs are easy and do not require this but many deals/projects are heavy and coming along with tons of tasks
    3. tricky questions and for us very different from project to project... need to test a beta to give u a good answer
    4. YES for various reasons, one example for me would be if I setup a creative project and execute it first in full or as a pilot and with my results (fine art series, book project etc.) then start to pitch relevant parties
    5. great experience, all activities related to deal have been entered into Pipedrive and we have tons of it when we are busy, keeps us on top of the deals and we are able to follow through a backlog of tasks really quick
    6. see above

    THX Team

     

    Thanks @Martin Pfeiffer for sharing your thoughts!

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #14

    Awesome!

    1. After winning a Deal.
    2. Yes, our projects would be grouped together based on the sales Pipeline that was used.
    3. Some Deal fields would carry forward, like the Deal contact. 
    4. Yes, we could potentially use Projects separate from Deals.
    5. Activities look normal, I didn't notice anything new. 
    6. Great new functionality! Please keep it very customizable. 

    Thanks @Josh Monifi ;)

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #15

    1. When would you start a project?
      • This is ideally after a deal is won, but sometimes before that too. The way it was shown in demo that you can do it with a separate button or it asks you after winning the deal whether you'd like to start a project is a good idea.
    2. Would you like to see all your projects in a kanban/pipeline view? Why?
      • YES, absolutely I'd like to see them in a pipeline. The pipeline view is the essence of Pipedrive and ingenious - it gives you an overall understanding of the stage of the projects. Most importantly, I would get an idea if all projects are mostly ending so there's room to start more, or if the beginning of the pipeline is jammed and I can communicate to sales (or they can see for themselves) that they can't promise rapid starts for the projects because we're booked already. "In progress" tells me nothing in terms of if it's only started yesterday or if it's ending tomorrow, which makes a huge difference in resourcing.
    3. On project creation, what information would you need to get started?
      • Selected data fields and emails. Our customers (we're a Pipedrive partner) often ask for activities to be transferred to project delivery pipelines too - personally I don't see much point but I can understand why maybe someone would like them. But if you're able to select for each project what data to carry over, that would be mindblowing! (Especially if you can set some defaults yourself in the settings!)
    4. Would you have projects that are not related to sales deals?
      • Yes. Internal development projects, marketing pushes etc. could very well be handled as projects and tracked too.  But this brings me to the question of having more than one project pipeline too - customer delivery projects are most like very different in terms of stages and activities from internal projects, so they would require a separate pipeline. But then again - not all customer projects are identical either, so a label might not be enough if the delivery process is completely different - so the possibility to have more than one pipeline for project tracking would also be required eventually.
    5. Please share your experience with the activities on the project detail view.
      • Overall positive! Projects might require activity types that are not useful in sales and vice versa, so separating those might be a good idea. I'm not sure based on the demo now if all the activity groups are shown for the  whole project at once or if the activities depend on the pipeline stage. Both ways have its pros and cons, I personally would like to be able to at least filter activity groups based on the pipeline stage (that requires of course being able to designate an activity group to a stage). Also, some clear indication of an overdue activity would be good, maybe similar to rotten deals in a pipeline?
    6. Lastly,  what are our general thoughts?
      • Based on the demo this will be a very good addon. Again, the key benefit is the customer data accumulating within one system. Also, creating leads for additional sales opportunities would be a great addition, maybe from the Actions dropdown menu or from an activity? Anyways, looking great at this stage already. Automations and other functions we're already used to in Pipedrive will be a cherry on the cake when they are ready.

    @Henriikka Front awesome, thank you for your comments and taking the time to write them down, we appreciate it! :) 

  • Josh Buesking
    Josh Buesking Posts: 48
    10 Comments Second Anniversary 5 Likes Name Dropper
    edited February 25 #16

    Looks really great so far!

    When would you start a project? (while in the sales process, after winning a deal, other..)

    I would only start a project once it's won but can't see a problem with having the option at anytime during the sales process.

    Would you like to see all your projects in a kanban/pipeline view? Why?

    I would like to see them all in one view. I'm currently using pipedrive as project management more than actual sales already.  I have 20 projects of all different sizes going at anytime so an overview would be must for me. My current process is use the lead box heavily to qualify and if i'm going to go after the project I create the deal. So my pipeline is like this currently:

    Quote>Delivered>Negotiation>Awarded>Scheduled>In Progress>Punch Out>Completed

    On project creation, what information would you need to get started?

    I would like to see everything possible. Especially emails with customer etc. 

    Would you have projects that are not related to sales deals?

    Yes I would. It would be nice to be able to use this for developing internal process's in the company. Things like marketing and getting content on the website etc.

    Please share your experience with the activities on the project detail view.

    I think it all looks good. I would like to see templates for tasks etc. A lot of our projects are similar so having a easy template type option would be great.

    Lastly,  what are our general thoughts?

    I'm really excited for this. I had spent the better part of the year looking for an option to pull my project management out of pipedrive and really didn't find anything I liked better that didn't feel like reinventing the wheel. Currently the real only thing I'm needing is better task management and scheduling.  Seeing this makes me willing to wait and continue using my current setup of sales and project management through one pipeline.

  • Alexandre Brianceau
    edited February 25 #17

    Hi Mike!

    First of all, thanks for sharing that prototype! I love new design, it's more useful (it is one of the worst think in Pipedrive, the deal UI is not great, as timeline is one of the less part I am looking at on a deal and it taks 80% of the screen).

    1. Our business is long term, value-based, selling. So I have :
        1.a. Sales project: I have a lot of things to do when I have a new lead, such as get some intell on the prospect, map the org, get a first qualification etc. In this case, I need to start a project as soon as the lead is serious, so during the sale funnel
        1.b. Pre-sales project: Frequently, my team needs to pilot a proof of concept with the customer during pre-sale. They need to ensure that the PoC have clear testing targets, technical people available for the project, kickoff the PoC, give demo license etc... Timeline is about the same as 1.a.
        1.c. After-sales project: My tech team need to give license, onboard etc... and my admin team need to invoice, sign contracts etc... This project is right after the sale, and currently we have a 2nd pipeline for that purpose ("Customer Success"). The "sale's deal" is WON, the "Customer Success's deal" is OPEN (we duplicate all meta-data thanks to zapier because Pipedrive automation do not allow that) and all details and project are done through that (we create activities in advance).
       
    2. I'll need to get all my projects in a central view to have a global overview (like the current deals view) and take actions and priorization during my weekly meeting with my teams. It's possible to see it on Kanban, but I also like very much simple "progress bar" as sometimes it's more clear than kanban. Mix of two could be perfect.
       
    3. It could be useful, we use some custom data to store our type of products (type of subscription, number of nodes subscribed, begin/end dates...) that could be useful for the project. But it's not mandatory, at least I want to have access through API like I'm used to.
       
    4. Very unlikely now, it may depends how awesome your project management is :) We centralize lot of informations in our notion.so
       
    5. It looks super nice! I didn't see any UI button or name to create a step/task in Project, so  just hope that it wouldn't be called "Activity" as it could be confusing with deal's activities. Also, I don't see any projects overview from the deal view. That is a problem, as my project will be most of the time linked to a deal and give some meta-data that could lead to move to a next stage or juste get details on how the presale project is going on.

    I hope that I am clear enough and that my feedbacks helped :)

  • Jazmin Poyser
    Jazmin Poyser Posts: 26
    10 Comments
    edited October 2021 #18

    1. Probably while in the Sales Process.. Currently our 'projects' run through two pipeline kanbans, as we are treating Deals as 'projects' effectively, taking them from 'lead in' through to completed Deal at the end of a second pipeline.  We would have to give it some thought how we would use Deals (and the current pipeline kanbans) and Projects together... 
    2. Would always like the option to see projects in a kanban/pipeline view - it's so much easier visually.
    3. On project creation, we'd want to see the Deal's people & org details, linked emails, activities, notes and custom fields - essentially everything we capture in the Deal.
    4. We likely wouldn't use projects that are not related to sales deals, as we manage this elsewhere (Notion & Slack).
    5. Love the grouping of activities in the project detail view - how it looks like a checklist you can tick off - and ability to collapse the stack.  Important point for us that I've raised in other threads - we would want these activities to be templated (incl work instructions in the descriptions), i.e. for every project there are set stacks with set activities within, that don't need to be created manually each time. That would void our need to use Process Street checklists (templates) for projects/deals. If these Groups of Activities cannot be pre-set and can only be manually created for each Project then it's not really valuable.  The next layer of this pre-determined/automated template of Grouped Activities we'd like to see is a UI for conditional logic
      i.e.: If field 'asset type' = 'residential', then create 'group a' Group of Activities. 
      If field 'asset type' = 'commercial', then create 'group b' Group of Activities.
      For now we'll try and use Integromat to do this conditional logic - presuming it's possible to automate the Groups of Activities......
    6. COMMENTS - Critical. Ability for multiple users working on the Project to comment to each other. Team members rarely manage projects in isolation and teams will be forced to take communication outside of pipedrive in Slack or Gmail Chat if there is no comment thread ability in Pipedrive Projects.  For example looking at the Grouped Activities, where some are marked as Issues Found, these issues need to be able to be written as a comment and responded to by another user in a comment thread, with an icon similar to what I mocked up below to indicate where comments are.
    image

    At the very least, comments could be added within the Activity, at the bottom, like in Process Street:

    image
    •  I like the kanban on image 18 and the way it looks like cards, where you can read some of the info.  If we could choose which fields are shown on this kanban/card view that would be powerful.  Notion does this well. 
    • I also like the timeline on image 19 and that could be powerful visually if set up correctly with dates.
    • Really like the search bar over on the left in the Project Detail view, and the way the fields and info in the Project Detail view are condensed a bit neater.

    Ok thanks for the response @Mike van der Valk .  How about comments?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #19

    1. Probably while in the Sales Process.. Currently our 'projects' run through two pipeline kanbans, as we are treating Deals as 'projects' effectively, taking them from 'lead in' through to completed Deal at the end of a second pipeline.  We would have to give it some thought how we would use Deals (and the current pipeline kanbans) and Projects together... 
    2. Would always like the option to see projects in a kanban/pipeline view - it's so much easier visually.
    3. On project creation, we'd want to see the Deal's people & org details, linked emails, activities, notes and custom fields - essentially everything we capture in the Deal.
    4. We likely wouldn't use projects that are not related to sales deals, as we manage this elsewhere (Notion & Slack).
    5. Love the grouping of activities in the project detail view - how it looks like a checklist you can tick off - and ability to collapse the stack.  Important point for us that I've raised in other threads - we would want these activities to be templated (incl work instructions in the descriptions), i.e. for every project there are set stacks with set activities within, that don't need to be created manually each time. That would void our need to use Process Street checklists (templates) for projects/deals. If these Groups of Activities cannot be pre-set and can only be manually created for each Project then it's not really valuable.  The next layer of this pre-determined/automated template of Grouped Activities we'd like to see is a UI for conditional logic
      i.e.: If field 'asset type' = 'residential', then create 'group a' Group of Activities. 
      If field 'asset type' = 'commercial', then create 'group b' Group of Activities.
      For now we'll try and use Integromat to do this conditional logic - presuming it's possible to automate the Groups of Activities......
    6. COMMENTS - Critical. Ability for multiple users working on the Project to comment to each other. Team members rarely manage projects in isolation and teams will be forced to take communication outside of pipedrive in Slack or Gmail Chat if there is no comment thread ability in Pipedrive Projects.  For example looking at the Grouped Activities, where some are marked as Issues Found, these issues need to be able to be written as a comment and responded to by another user in a comment thread, with an icon similar to what I mocked up below to indicate where comments are.
    image

    At the very least, comments could be added within the Activity, at the bottom, like in Process Street:

    image
    •  I like the kanban on image 18 and the way it looks like cards, where you can read some of the info.  If we could choose which fields are shown on this kanban/card view that would be powerful.  Notion does this well. 
    • I also like the timeline on image 19 and that could be powerful visually if set up correctly with dates.
    • Really like the search bar over on the left in the Project Detail view, and the way the fields and info in the Project Detail view are condensed a bit neater.

    Hi @Jazmin Poyser we'll first use activities similar to how they are not without commenting unfortunately. But the goal is to of course have comments. Communicating between users on a project is vital and once our foundation is done this one is high on the wish list.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #20

    Looks really great so far!

    When would you start a project? (while in the sales process, after winning a deal, other..)

    I would only start a project once it's won but can't see a problem with having the option at anytime during the sales process.

    Would you like to see all your projects in a kanban/pipeline view? Why?

    I would like to see them all in one view. I'm currently using pipedrive as project management more than actual sales already.  I have 20 projects of all different sizes going at anytime so an overview would be must for me. My current process is use the lead box heavily to qualify and if i'm going to go after the project I create the deal. So my pipeline is like this currently:

    Quote>Delivered>Negotiation>Awarded>Scheduled>In Progress>Punch Out>Completed

    On project creation, what information would you need to get started?

    I would like to see everything possible. Especially emails with customer etc. 

    Would you have projects that are not related to sales deals?

    Yes I would. It would be nice to be able to use this for developing internal process's in the company. Things like marketing and getting content on the website etc.

    Please share your experience with the activities on the project detail view.

    I think it all looks good. I would like to see templates for tasks etc. A lot of our projects are similar so having a easy template type option would be great.

    Lastly,  what are our general thoughts?

    I'm really excited for this. I had spent the better part of the year looking for an option to pull my project management out of pipedrive and really didn't find anything I liked better that didn't feel like reinventing the wheel. Currently the real only thing I'm needing is better task management and scheduling.  Seeing this makes me willing to wait and continue using my current setup of sales and project management through one pipeline.

    Thanks for the comments @Josh Buesking 

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #21

    Hi Mike!

    First of all, thanks for sharing that prototype! I love new design, it's more useful (it is one of the worst think in Pipedrive, the deal UI is not great, as timeline is one of the less part I am looking at on a deal and it taks 80% of the screen).

    1. Our business is long term, value-based, selling. So I have :
        1.a. Sales project: I have a lot of things to do when I have a new lead, such as get some intell on the prospect, map the org, get a first qualification etc. In this case, I need to start a project as soon as the lead is serious, so during the sale funnel
        1.b. Pre-sales project: Frequently, my team needs to pilot a proof of concept with the customer during pre-sale. They need to ensure that the PoC have clear testing targets, technical people available for the project, kickoff the PoC, give demo license etc... Timeline is about the same as 1.a.
        1.c. After-sales project: My tech team need to give license, onboard etc... and my admin team need to invoice, sign contracts etc... This project is right after the sale, and currently we have a 2nd pipeline for that purpose ("Customer Success"). The "sale's deal" is WON, the "Customer Success's deal" is OPEN (we duplicate all meta-data thanks to zapier because Pipedrive automation do not allow that) and all details and project are done through that (we create activities in advance).
       
    2. I'll need to get all my projects in a central view to have a global overview (like the current deals view) and take actions and priorization during my weekly meeting with my teams. It's possible to see it on Kanban, but I also like very much simple "progress bar" as sometimes it's more clear than kanban. Mix of two could be perfect.
       
    3. It could be useful, we use some custom data to store our type of products (type of subscription, number of nodes subscribed, begin/end dates...) that could be useful for the project. But it's not mandatory, at least I want to have access through API like I'm used to.
       
    4. Very unlikely now, it may depends how awesome your project management is :) We centralize lot of informations in our notion.so
       
    5. It looks super nice! I didn't see any UI button or name to create a step/task in Project, so  just hope that it wouldn't be called "Activity" as it could be confusing with deal's activities. Also, I don't see any projects overview from the deal view. That is a problem, as my project will be most of the time linked to a deal and give some meta-data that could lead to move to a next stage or juste get details on how the presale project is going on.

    I hope that I am clear enough and that my feedbacks helped :)

    Hi @Alexandre Brianceau appreciate the feedback! I'm sharing it with our team directly :) 

  • Laura Day
    Laura Day Posts: 8
    edited February 25 #22
    1. When would you start a project? (while in the sales process, after winning a deal, other..)  For our business a project would generally begin when a deal is won, but I can see the value of being able to create separate internal projects for tracking also.
    2. Would you like to see all your projects in a kanban/pipeline view? Why?  Yes, the kanban board would help with show us which projects are in which phases which is helpful for planning resources and prioritising.
    3. On project creation, what information would you need to get started?  I really like the functionality to pick what you copy from the deal, in particular being able to bring the files over would be really helpful for us.
    4. Would you have projects that are not related to sales deals?  Potentially, we could use this functionality for a lot of functions, for instance in the development team.
    5. Please share your experience with the activities on the project detail view.  It looks great, I would like to be able to use workflow automation to template these dependant on the type of deal.
    6. Lastly,  what are our general thoughts?  Very much looking forward to this being available, I currently use Pipedrive for project management, just in a separate pipeline but this would provide a lot more detailed tracking which would be great.
  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #23
    Laura Day said:

    1. When would you start a project? (while in the sales process, after winning a deal, other..)  For our business a project would generally begin when a deal is won, but I can see the value of being able to create separate internal projects for tracking also.
    2. Would you like to see all your projects in a kanban/pipeline view? Why?  Yes, the kanban board would help with show us which projects are in which phases which is helpful for planning resources and prioritising.
    3. On project creation, what information would you need to get started?  I really like the functionality to pick what you copy from the deal, in particular being able to bring the files over would be really helpful for us.
    4. Would you have projects that are not related to sales deals?  Potentially, we could use this functionality for a lot of functions, for instance in the development team.
    5. Please share your experience with the activities on the project detail view.  It looks great, I would like to be able to use workflow automation to template these dependant on the type of deal.
    6. Lastly,  what are our general thoughts?  Very much looking forward to this being available, I currently use Pipedrive for project management, just in a separate pipeline but this would provide a lot more detailed tracking which would be great.

    Thank you for taking the time to share your thoughts with us @Laura Day I appreciate it!