[Closed] Join our research: test our Recurring Activities design prototype [deadline: Jan 31, 2022]

Vincent Jyrwa
Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
Second Anniversary Photogenic Pipedrive Employee
image
(Note: Screenshot from the design prototype. Not the final design)

 

EDIT: Thank you all for the overwhelming response. We do not have any more available meeting slots. Rest assured, you will hear from us in the coming months when we're closer to rolling this out to customers. 

 

Dear Pipedrive community members, 

@Lena Kudryavtseva  and I have been figuring out a solution for recurring activities in Pipedrive and would love to get your feedback this week. 

 

If you'd like to help us, please book a time and date here. It will be a Zoom call taking 30-45min, and we will be sharing the link to a design prototype. If you are interested but none of the dates are suitable, please let me know.

 

We're looking forward to hearing from you! 

Thank you, 
Vincent 

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Comments

  • Jörgen Sjöstrand_231
    edited January 31 #2

    Hi, looks promising with such features - will it be possible to implement corresponding dropdowns for Postpone 1h, 4h, 1 day, 1 week and Templates for the Notes?

  • Simon Beck
    Simon Beck Posts: 5
    Second Anniversary Photogenic
    edited January 31 #3

    I would love it if, in addition to the scheduled time, there was also the option to include a due date.  

    e.g. To-Do on 01.02.2022 - due date (latest): 03.02.2022

  • Bogdan-Cristian Nasgodineanu
    edited June 16 #4

    This is great, but don't forget about the reminders, guys. If there is an internal weekly sales meeting, I would like to be reminded some time before so I can prepare for the said meeting. Reminders are equally important. Thanks!

  • Jeff Farrick
    Jeff Farrick Posts: 62
    10 Comments Name Dropper First Anniversary Photogenic
    edited March 18 #5

    I would like this

  • Carsten Engelmeier
    edited March 21 #6

    This is really needed. Any news here? 

    Ideas to add:

    1) Please also add an end date for recurring activities. Like

    • ends at [exact date]
    • ends in X weeks, months, years

    2) Please also consider a variation of recurrence. Like

    • Daily - every x day (e.g. every 5th day)
    • Weekly - every x week (e.g. every 2nd week)
    • etc
  • Vincent Jyrwa
    Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Photogenic Pipedrive Employee
    edited March 21 #7

    This is really needed. Any news here? 

    Ideas to add:

    1) Please also add an end date for recurring activities. Like

    • ends at [exact date]
    • ends in X weeks, months, years

    2) Please also consider a variation of recurrence. Like

    • Daily - every x day (e.g. every 5th day)
    • Weekly - every x week (e.g. every 2nd week)
    • etc

    Hi @Carsten Engelmeier  Thank you for your feedback. We do plan to tackle those items that you mentioned. Currently, we're working on it and we'll definitely let you know sometime towards the end of April when it's ready for a BETA release! :) 

     

  • Rob Brown
    Rob Brown Posts: 5
    Name Dropper First Comment First Anniversary
    edited April 5 #8

    Hi Vincent, This is something that we are really interested in, are you any closer to knowin where this sits on your roadmap?

     

    Cheers

    Rob

  • Vincent Jyrwa
    Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Photogenic Pipedrive Employee
    edited April 5 #9
    Rob Brown said:

    Hi Vincent, This is something that we are really interested in, are you any closer to knowin where this sits on your roadmap?

     

    Cheers

    Rob

    Hi @Rob Brown  Yes, we're still working on it and will keep you and the community informed when it's ready for BETA testing. We're targeting in the next month or so but some of the these timelines might change slightly. 

  • Nicki Kane
    Nicki Kane Posts: 53
    Second Anniversary Photogenic
    edited June 14 #10

    Hi there, just wondering if the beta is close to being opened? I NEEEED this!!!

  • Mike Pettit
    Mike Pettit Posts: 2
    edited June 16 #11

    Excellent!! Just found this post. It is almost end of Q2, and it would seem there are many users that need this feature. Notwithstanding myself. 

  • Carsten Engelmeier
    edited June 20 #12

    +1 

    This feature is urgently needed.

  • Vincent Jyrwa
    Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Photogenic Pipedrive Employee
    edited June 20 #13

    +1 

    This feature is urgently needed.

    Hi @Carsten Engelmeier This feature is currently in closed beta. The reason for the closed beta is that we're still working on connecting recurring activities with the calendar-sync functionality. So the closed beta applies to those companies where all users on that account don't have their calendar-sync enabled at the moment. This will prevent any bugs/issues arising from this while we're developing further. 

    That said, I checked your accounts and we've enabled it on your sandbox account for you to check the functionality! :) 

    Regarding removing the calendar-sync limitations, we're working on it and hoping that we'll be able to release this to customers in the coming months. Can't give an ETA at the moment but will post in the community whenever we're ready for the rollout! 

  • Jeff Farrick
    Jeff Farrick Posts: 62
    10 Comments Name Dropper First Anniversary Photogenic
    edited June 21 #14

    Is it possible to have this activated on just my account within our company account to view and prepare for potential use during full release / open beta?

  • Dugan Rozman
    Dugan Rozman Posts: 2
    edited July 12 #15

    Hello,

    I am wondering if you have an updated timeline on when the BETA will be released, or if it has already been placed in service? Thanks!

  • Lucas MAGNE
    Lucas MAGNE Posts: 106 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes
    edited July 19 #16

    Hi 👋

    Is it possible to have the bêta version our my account please ? 
    Thanks ! 

  • Hi there @Lucas MAGNE,

    I hope you're well?

    Any news on a release date for recurring meetings which does work with Calendar Sync?

    Many thanks

    Rob

  • Lucas MAGNE
    Lucas MAGNE Posts: 106 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes

    Hi @Rob Brown ,


    I'm not working at Pipedrive. I don't have this information.

  • @Lucas MAGNE apologies! Clearly need another coffee this morning! Thanks for coming back to me so quickly either way :)

    @Vincent Jyrwa my question should have been aimed at you. Any news on a release date for recurring meetings which does work with Calendar Sync?

    Many thanks

    Rob