When creating a new task, it would be nice if it could be duplicated with the same info as the origi

Kari Bäckman_83098
Kari Bäckman_83098 Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited May 2022 #2

    You can do this using Pipedrive automation or Make/Integromat.

     

  • Steffen Hepp
    Steffen Hepp Member Posts: 35
    5 Up Votes First Anniversary First Comment Photogenic
    edited June 2022 #3

    Pipedrive enables you to do this by using the automations / workflows. If you need to go beyond the given abilities pipedrive has you can still do this with the API and for example the tool MAKE. We did go through this process with the help of @Bernd Auer and his team. You can also contact him directly here in the community. Best regards, Steffen