Activities

Addition with individual activities types in a formula field
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
Duplicate activities (ideally with a shift / option + drag n drop)
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).
Tasks & Activities
I searched and didn't find an answer so I'm sorry if this has been covered before. I'm just getting started with Projects and see there are both "Tasks" and "Activities" in a Project. I'm familiar with Activities, but I'm getting stumped on Tasks. I can see you can: Create a Task Assign it to someone and Give it a due…
Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
Problem with Outlook Calendar Sychronization from Pipedrive
Hello, Our company is unable to send calendar invites from Pipedrive because the timezone doesn't synchronize with outlook. When ever we send an invite in the local time zone Outlook will receive it in UTC and there doesn't seem to be a way around it. Have talked with Pipedrive who have raised a ticket with Microsoft over…
Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
Activity Priority
I love the way Pipedrive organises Activities and how it visualises current, overdue and future tasks. However I get asked a lot by clients if theres a way to set an urgency level...to me there isnt really the best workaround for this unless you type urgent somewhere in the activity. Is it possible to use the same red,…
Checklist / Checkbox in Notes
It would be helpful to have checkbox in In notes and activities. Now checkbox could be copy-pasted from Google Docs, but could not be checked.
Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.
Each ACTIVITY could be linked to more than one DEAL at the same time
In many situations, a phone call, meeting or another kind of activity is about various deals, not just one. Now a days, I need to choice the more associated deal to link with the activity. It would be nice if it was possible to link two or even more deals in a same activity. For example: if a participate in a meeting with…
Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
Side menu view
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
[Closed] Activities research on customization & prioritization: Looking to speak with customers
EDIT: Thank you for a great response in such a short period of time. We will close the research for now as we've gotten a good number of research interviews booked, but feel free to leave a comment on this post if these two topics resonate with you. Hello Pipedrive community members! 👋 We have an exciting opportunity for…
Activities Visibility
Hi there, as the owner of the company I´d like to have the option to set which employee has access to which activities. In the best case I can say employee A only sees his own activities and employee B (sales manager) sees the activities of employees A, C and D.
Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
Searching for activities [BETA closed]
Hey Community 👋 We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. UPDATE (3rd January 2022): BETA closed. Thank you, everyone, for your interest in the BETA phase! We have closed BETA…
Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
Multiple calendar views
An option to select different calendar views to show a day or week or month. This would help to get a high level view of the week or month.
Private Activities + Calendar-sync 🗓
What? Users can now control the visibility of private events synced into Pipedrive from their external Google or Microsoft calendars. Additionally, there is a new setting in the calendar-sync settings page with options for visibility as sync as private , sync as public or don't sync When? General availability for all…
Last Activity Date - For Notes Entered
I noticed that the updating notes on a contact/deal is not considered as an activity and thus the last activity date is not updated. I think, like a call, email action through Pipedrive is considered as an activity, the manually updated notes should also be an activity on a contact/deal. What does the rest of the community…
Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
Number of calls done at each pipeline stage?
How can I have a report that shows me the number of calls done during the past 7 days and it gives the result split on a per pipeline stage? Is this possible in Insights? Sorry, I have not been able to figure it out.
Custom Fields on Activities
Would be great to have the ability to add custom fields to activities.
Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…

Activities

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