Activities

Is it possible to pull through Activity Due Time?
I went to create an automation where after an activity has been created (trigger) another activity is created with same data but the activity owner is different (action). However I was unable to pull through the due time from the trigger activity - like you can with all other activity data
Activity Owner Automatic Assignment and Lock to User That Marks It Complete
I believe it would be helpful to have activities be assigned and locked to the user that marks them complete. or an additional data field for tracking who marked the activity complete that can't be edited. This is important for accurately tracking and knowing who has completed activities in a way that cant be edited by…
Color Activities in Calendar
I would love to be able to see more boldness to "Activity Types". For example: If we could apply different colors to each "Activity type" I could see very clearly and quickly in my calendar which activity is a meeting or which one is only a task. I have attached an image of where all the colors should appear... but the…
Request for activities without dates
Hi there! We make avid use of templates for our projects. I would like to be able to include activities (not tasks) in these templates WITHOUT a set date. That way I can create placeholders for meetings that occur within each step of the project, without having to assign dates before they are set and just simply fill in…
[Closed] Activities list view update - beta testers wanted 🚀
Hey 👋 We are soon launching an improved version of Activities list view. So we are looking for volunteers to test our new solution and give us your invaluable feedback/ideas 👀 What has changed? There are no huge bells and whistles added, but rather subtle changes that we hope make your experience better! Improved design…
Add button for Date/Time in Activity Notes
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
Allow activities list to show both activities and tasks
My team's daily todo list combines deal activities and project tasks but it's not possible to view a combined list for the day anywhere. It would be great to be able to see daily people assigned tasks alongside activities on the activity list
Setting due date for an activity +7 days after a custom date
Hi! I have been searching for an answer here and in the knowledge base, and it seems that it is not possible to do what I need, but I would love some confirmation: I have a deal with a five-stage funnel and a custom date field called "end date". I want to create a new activity triggered by advancing the funnel from the 4th…
Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?
Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Automatically Link Activity (Zoom Call) to Deal
Hi, My leads are booking calls via a calendar link (e.g. Calendly or Motion; not the Pipedrive tool). But these calls are not linked with the deal. Is it possible to link these calls/activities to the deals similar how emails are linked to a deal? Thanks!
Activities report
Hello people, I need help, I want to obtain an activity report in which I can filter and obtain only the total number of activities that I have carried out with prospects, does anyone know how to obtain it?
DEALS linked to Activities, and change DATE for both
Hello everyone ! Can you help me ? I need a new function : 1) to link more than one DEAL to an ACTIVITY; often I have two or three DEALS , with different products : one for pump, one for pipes, etc.. but for the same PLANT / BUILDING 2) when I change the DATE of the ACTIVITY, it should be changed automatically the DATE…
Project and Dynamic Dates
In reviewing the new project feature, seems that not having dynamic dates available is a real challenge. Especially for templates, having the ability to set one activity due 7 (example) days after the completion of another phase or activity would be game changing. Else all activities show up due with dates only tied to a…
Pop-up Window asking to save
Could you please integrate a function which automatically pop-up a window asking if you want to close a e.g. task or any object viewed and made changes to. If you e.g. open an Activity, make change to the activity and click the X icon on top left of the window, it closes the activity without saving any changes. Since I…
Activity Reporting Accuracy
Hi Community, I feel like the numbers I'm getting in reporting don't always add up. I'm referring to these : number of activities done within a time period; number of emails within a time period; number of activities against activity goal using the Goals feature. Here are some problems I'm seeing: number of emails is…
Activity Types -- Option to hide from create a new activity panel
Also, improve the contextual list display of activity types in the Calendar view. Half the list or more gets hidden under the all day activities area when attempting to create a task in the Calendar view.
Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
Is it possible to attach the same activity to multiple deals?
I have a weekly webinar that prospects can sign up for (instead of a 1:1 demo). Typically, I attach a demo activity to a deal, but in this case multiple prospects might sign up for the same demo/webinar. So that demo/webinar is a single activity in pipedrive, but I need to link it to multiple different deals (different…
Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
Can we see a consolidated view of activities at a deal level ?
One deal has multiple participants. There are actions /emails with each of them. Can we have a consolidated view at the deal level?
How to schedule an activity without typing details to recognize them in your outlook agenda?
When you schedule an activity like call, it mentions 'call' in your agenda without any context, although it is linked to a contact who you like to call. Why do you need to type "Call John" to know you need to cal John and having not to look back who do I need to call.
Make 'FOLLOW-UP ACTIVITY POP-UP' stage based
Just like in this image
New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
Refresh button.
It would be great with an update button for the Activities list (& the other lists). Often, I find myself sorting on Due date two times just so I get the right ones on top after I have worked a while in the list, and I don't want to reload the whole browser.
How to use Pipedrive Activities?
Hi there, we are trying to make sense of the PD activities. Let's say we have 3 different meeting types: Qualification, Demo & Follow-Up. We don't want to create 3 different activities for it. Instead we would love to have a single activity for meetings in which you can specify the meeting type. Same questions for call, we…
Remove completed tasks from calendar
I organize my workflow by creating a tasks (e.g call Brian) with a specific date and time. I mark it as completed which is a very lovely feature. However, if I complete that task early it will still show up in my calendar and "blocks" that time slot. I don't want to delete it since I need the history. Any ideas?

Activities

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