Project Management

Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
Relationship of notes left in Project
With the current specifications, the memos left in the Project are not linked to the people, organizations, or transactions associated with the Project. It takes a lot of time to check, so I would like you to update it so that it is linked.
Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
Parent/Child Deal Cards (Direct/Indirect)
Hello, I want to have a Parent/Main Deal Card and from that Deal Card, Child/Sub Deal Cards. Is that possible? Reason being, we have a Main Project (Parent/Main Deal Card), and for that project, I am quoting our services to multiple OEM whom are all seperately tendering for the same Main project. So, in the end, only one…
Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
I have 3 power seats, can I add 1 essential seat with a projects add-on?
We are using 3 power seats, and would like to have our customer service colleague to use a cheaper plan with only access to projects. Is that possible?
How to link multiple participants to a project
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
Task and activity due dates to change when project start date changes.
I have a project set up under a template with already set due dates based on the start date of the project. If I create a project and pick a start date it will automatically set the due dates for each task. But if I change the start date, it doesn't update all the due dates accordingly. Project start dates change often in…
Projects: Different Custom fields for each project board
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
Insights and reporting for Projects
The previous topic has been closed. Can we have an update about Insight and reporting for projects ?
PROJECT - Right management - 2025 update
hello, Could we have an update on right management for projects ? read only for specific users, … right management is perfect for deals or accounts, but there is nothing related to projects .
Raising Projects from Deals but the activities don't link
Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?
Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
"View only / limited / guest" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
Insights and reporting for Projects
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: Adding projects to insights for progress reporting. Creating a…
Project Phase assignment via automation
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there any way to do this? If not, it would be a great enhancement to the new project feature. Please upvote if you agree. Thanks -…
Having projects included with the other filters
Hi Pipedrive, It would be extremely helpful if the fields from the project area were available alongside those from deals, people, organisations, activities, and products when creating a filter.
Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
Better ways of using Pipedrive: The Project management tool
Learn how to maximize your productivity with our Project management tool So you’ve just won a deal! Congratulations! Once you’ve celebrated accordingly, it’s time to move on to the next step: setting up your workflow’s project and delivery phase after a deal is won. That’s where you can seamlessly jump into the built-in…
Projects buddle / mass modification
Hi, I would be great to be able to make mass modifications to projects, similar to what can be done to activities / contacts / organisations / deals etc. Best
Expand All and Collapse All on Plan view in Projects - for Phases and Groups views
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
Add 'Add note to project' to Note actions in Automations
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.

Project Management

Discussion List