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Projects: Adding Contacts to tasks
Hey there. We are missing the opportunity to ad contacts to a task in Pipedrive-Projects. The support told me there is no possibility. Do you have the same need? Do anybody have a workaround to solve this issue? Thanks and best regards Stephan
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Welcome new Beta users! ❤️ What's on the roadmap?
Hi all, As of today ~60 extra companies have access to our Beta for project management. We've been getting super valuable feedback already everyone, please keep that up! Tomorrow we have a one-day event with the project management team where we will roughly secure the roadmap for next year. As soon as we we finetune that…
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Projects API
I am really liking the updates you guys have been pushing out. What's the status of the API? I can't find any mention of it anywhere. I apologize if it has been discussed and I looked over it. I currently use the main pipeline as a project manager and rely on moving stages to trigger automations using integromat/make. Is…
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Project Task Dates Linked to Previous Task (Dependencies)
The project feature is amazing BUT I really need a way to link one task's due date to a previous task in the project. Ideally I would like to be able to set this up in templates so that I make sure dates will automatically be updated if a project is delayed in the pipeline.
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More than one contact on a project
This discussion was created from comments split from: Projects Add-On: current state of things and future .
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How to see project labels in activities list view
I want to be able to see all labels applied to projects in the activities list view. Is this possible? It seems like a very basic function that should be possible, but I can only see "deal labels" option, and not one for project labels. Can anyone help or give a workaround for this?
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Project Task List View Columns
It would be great if, within Project Task List View, resizing the columns would stay the size that you set so you could read the whole task without having to expand.
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Please add "Pin note" to Projects
Please add the "Pin note" feature to the Projects page. It is important to keep some information visible as a reminder at all times.
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Planning in projects with an end/execution date
Use an execution date or end date instead of the start date in projects for planning! This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every project has a different time line.
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Other way to work with expiration date of a task in project?
Could you let me know if it's also possible to use an execution date or end date instead of a start date in projects for planning? This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every…
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DEPENDENCIES Required on Projects
Projects needs to have the ability to change dates of certain tasks based on the completion of a previous tasks being completed or not. Asana calls these dependencies, and is a life saver. e.g. If an signed agreement is a task and other tasks cannot be started until the agreement is signed, then the dates of correspoding…
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Introducing Projects API in public BETA
What is new? We’re launching three new API resources with a range of endpoints to help you modify the data around the Projects feature space, allowing integrations and automations to join in on providing solutions in the project and task management problem space. The endpoints are tied with the Projects add-on which has to…
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Projects on mobile
When will project management be available on mobile
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Work around with automatisations for the problem of due dates in project activities?
We do have a strong issue with projects-date-dependency: if you are using a project-template, it always has a starting date. Once you are not 100% sure about the starting date (as it is always a bit dependend on the client), or when some steps get dalyed, you do have a problem with all the activities pre-defined in the…
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Linking Products to Projects
Hi Pipedrive, I understand there is no way to link Products to Projects. PLEASE consider allowing that - it would be so helpful. Thank you!
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Changelog for Projects add-on
It would be super useful to see a changelog for Projects in the same way that it is visible within a tab for People. For example, there is currently no way of seeing at what time a project progressed to the next stage. Even hovering over the stages doesn't show how long its been in each stage making it difficult to track…
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Documentation: missing filter project_id for notes endpoint
Hi! I've found the project_id query string filter is missing in the Notes endpoint documentation
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Adding project template to existing projects
Hello - how do I add a new project template to existing projects?
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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…
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How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
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Project activities' dates
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
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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.
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Insights for Projects
Hello, Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team. I have contacted support about this and they have suggested that I submit feedback here about this…
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API: When did a project moved to a specific phase?
Hi, I would like to know when a project moved to a specific phase, using the API. Thanks
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Need Project Reporting
Hi all, We do our onboarding within the projects and this could mean that we loose a sale and also this is the true wins. We also use project data fields much more than I think they were built for. I am just wondering if there are any work arounds to report on this information or is this a feature coming up in the future?…
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TimeLine feature for Projects.
Pipedrive CRM user for Sales Tracking but New to the Community. I'm familiar w Gantt charts, not Kanban. Is there an easy and inexpensive workaround...Make)? If not, I will try hard to like it and avoid the temptation to use Notion for free. Thanks in advance for yr comments.
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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…
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Synching files from Google drive to Projects
As a digital agency, we use projects to manage client work, however, when clients want to send us assets, email has restrictions - so it would be hugely useful if we could set up a folder within Google Drive and send the link to a client to upload their assets and then automatically sync/pull down the assets into their…
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Linking several organizations to 1 project
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
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Project Board Summary
Hello, It would be great if similar to the deals area, the board could summarize a dollar amount that is on the board. In the Deals section, you can see the total value on the board view right next to the board selection tool, in the same line as the total # of Deals on the board. Right now in Projects, you are only able…