Duplicate activities (ideally with a shift / option + drag n drop)

Laurent Gaulhiac
Laurent Gaulhiac Member Posts: 28 VERIFIED MEMBER
10 Comments 5 Likes
edited July 2022 in Sales CRM #1

I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).

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Comments

  • TonyN
    TonyN Member Posts: 7 VERIFIED MEMBER
    First Anniversary First Comment Photogenic

    I see that this question topic has been asked before with no positive response. I conclude that the activity to be duplicated should be entered in a calendar outside Pipedrive (like Google) that syncs with Pipedrive. It is a little annoying to need to jump between apps for this. Any better thoughts?

  • Hugo Fernandes _ Keller Williams
    Hugo Fernandes _ Keller Williams Member Posts: 4 VERIFIED MEMBER
    Name Dropper Photogenic First Comment

    Is there any way of making a periodic task in the agenda on pipedrive?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    Pipedrive had recurring activities on the roadmap.

    Not sure if that's the case anymore.

    But given the right criteria, it can be set up using Make/Integromat or Zapier.

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