Recurring Activities in Pipedrive: Looking to speak with customers for research

Vincent Jyrwa
Vincent Jyrwa Pipedrive Team Posts: 221 PIPEDRIVE TEAM
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edited February 14 in Research and Beta Testing #1

EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) 

Dear Pipedrive community, 

In case you missed my previous post, we’re currently researching recurring/repeating activities in Pipedrive. This would impact your activity, calendar and list views. We’d like to speak to you and understand your needs, use cases and the current pains you’re facing on this topic. 

Criteria: You create at least 1 activity every week and you also have calendar-sync currently active. 

Please schedule a time on my calendar here. (Preferably on 6th or 7th Dec) 
The call would take around 30-45minutes of your time and will be done over a Zoom video call. 

Thank you and looking forward to speaking with some of you here :) 

Regards, 
Vincent 

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Comments

  • BaptisteBLC
    BaptisteBLC Member Posts: 245 VERIFIED MEMBER
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    edited February 2022 #2

    @Sylvain tu fais ça dans Pipe toi ?

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 221 PIPEDRIVE TEAM
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    edited December 2021 #3
    Baptiste said:

    @Sylvain tu fais ça dans Pipe toi ?

    Hi @Baptiste Yes, recurring activities in Pipedrive. 

  • Anish Patel
    Anish Patel Member Posts: 23 VERIFIED MEMBER
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    edited December 2021 #4

    I missed the window for this but would like to say that I have to deal with recurring invites sent to me from others who use both Microsoft Outlook and Google Calendar.  Please account for both platforms in your reserach.

  • Bob Kachelries
    Bob Kachelries Member Posts: 2 VERIFIED MEMBER
    Photogenic First Anniversary
    edited January 2022 #5

    recurring activities is necessary. you can set up recurring through your synced email but it is an image and you do not have the pipedrive functionality. i'd suggest this be a priority.

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 221 PIPEDRIVE TEAM
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    edited January 2022 #6

    Dear all, we're looking for volunteers this week who can give us feedback on our design prototype for recurring activities. If you'd like to help us, please see this post for more details. You can also book a time slot here on my calendar.

    Thank you, 
    Vincent 

  • Rhett Gagon
    Rhett Gagon Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #7

    What's the status with the research for this topic? I'm interested to see what has come of it and where it goes, or could potentially go.

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