Archiving your projects is LIVE and what else is coming up? 🥳

Mike van der Valk
Mike van der Valk Pipedrive Team Posts: 3,060 PIPEDRIVE TEAM
First Anniversary 5 Likes 5 LOLs First Answer
edited July 2023 in Sales CRM #1

The first step to organizing your projects better is live. Archive your projects after you've completed them.

We're working on many small improvements continuously but some of the bigger next steps we'll be working on are:

  • Letting you create a process with stages your projects should go through.
  • Setting a status for your projects (like won/lost for deals)
  • Custom fields for projects

There are many other plans for the coming year as well so stay tuned! 🚀

image
Project archiving GIF

 

oIcUZP
Tagged:

Comments

  • Henriikka from Zimple - Your Pipedrive partner
    Henriikka from Zimple - Your Pipedrive partner Member Posts: 13 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited May 2022 #2

    My top three requests right now:

    1. Bulk editing activities
    2. Rearranging/filtering projects
    3. Grouping activities, maybe even sub-activities for main activities

    These would be great improvements :)

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,060 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited May 2022 #3
    Henriikka Front said:

    My top three requests right now:

    1. Bulk editing activities
    2. Rearranging/filtering projects
    3. Grouping activities, maybe even sub-activities for main activities

    These would be great improvements :)

    Hi @Henriikka Front 

    Thanks for responding!

    Number 1 I haven't heard much actually but noted and will research it some more :) 

    Number 2 and 3 are in the plans!

  • Henriikka from Zimple - Your Pipedrive partner
    Henriikka from Zimple - Your Pipedrive partner Member Posts: 13 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited May 2022 #4
    Henriikka Front said:

    My top three requests right now:

    1. Bulk editing activities
    2. Rearranging/filtering projects
    3. Grouping activities, maybe even sub-activities for main activities

    These would be great improvements :)

    Great!

    Bulk editing would be especially needed for changing due dates of activities. Now I have created a "template" project to use for creating new projects, but the activities' due dates are copied as is. It would be handy to first bulk edit them to be say the project end date, and then edit them as needed individually.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,060 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited May 2022 #5
    Henriikka Front said:

    My top three requests right now:

    1. Bulk editing activities
    2. Rearranging/filtering projects
    3. Grouping activities, maybe even sub-activities for main activities

    These would be great improvements :)

    Thanks for clarifying!

This discussion has been closed.

Categories