Subtasks for deals that have complex tasks

Tomáš Janů
Tomáš Janů Posts: 1

I would love to have the ability to create subtasks for tasks.

Subtasks would have a checkbox so I could track which one's I already did and which one's to do. 

Does anyone know any posibble app that could to this, or would be ready to be integrated?

Thank you!

Comments

  • Andreia Freixo
    Andreia Freixo Moderator Posts: 191 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited April 28 #2

    Hi Tomáš,

    Unfortunately, there isn't currently a way to add a checkbox list natively inside Pipedrive, but you can create bullet or numbered lists on your notes and activities. If you really do need to have checkboxes, I would suggest looking for an integration with a project management tool. You will find some options on our marketplace.

    I will also make sure to pass this feature request to our product team. We forward all customer feedback directly to our product team through an internal channel, so I can ensure you that your feedback is valued and taken into consideration.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Kind regards,
    Andreia

  • Tue Eskerod
    Tue Eskerod Posts: 1
    edited October 2021 #3

    Hi Tomáš,

    Unfortunately, there isn't currently a way to add a checkbox list natively inside Pipedrive, but you can create bullet or numbered lists on your notes and activities. If you really do need to have checkboxes, I would suggest looking for an integration with a project management tool. You will find some options on our marketplace.

    I will also make sure to pass this feature request to our product team. We forward all customer feedback directly to our product team through an internal channel, so I can ensure you that your feedback is valued and taken into consideration.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Kind regards,
    Andreia

    Indeed a big need within Pipedrive, just a simple checklist-management possibility.

    https://community.pipedrive.com/post/task-checklist-for-every-deal-in-the-pipeline-5f2c5bf3f4cac305abe7258b

    Kind regards, Tue