Project Management

"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: 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
Use projects without needing full license?
Hi, we are considering moving all our Jira users to the project board in pipeline. However our vast majority of team will only need projects in Pipedrive and nothing else. But when trying to test it out it seems it is demanding a full license for the user? How is that possible, the project function is like a 8 dollar cost…
Prioritising or grouping tasks and project tasks
Is there a way to do this? I have multiple projects some with priority tasks, how can I pull all of the priority tasks into one list or group to see them without having to dip in and out of the various projects?
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…
Task Filters / Group By's - Project Software
Within the task list in the project management software, the only options are to filter by user or filter by task status. It would be beneficial if there were further filters or grouping features to allow for better reporting. For example: Group or filter by project Group or filter by date created Alongside this, I do…
Project Progress Circle
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
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
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…
Include Projects in reports / dashboards
Hi It would be really useful to display dashboards for our projects now we have launched this for our project management. Even just a view of the project board would be great.
Project tasks in Automation to create Activities in Project?
Good evening Pipedrive Community, we have the challenge that we want to create an automation that look into the projects and if a task is checked as done with a defined title, it create a new activity in the project. Is it possible? We look into the Automation Dashboard and only see Projects or Activitys as Triggers but no…
Make the number of tasks appear in the menu, in red, just like the activities.
Today, tasks added to projects don't give the user any kind of notification, so it's easy to forget they exist. Besides, we don't receive a list of the tasks due that day by email any more than we receive a list of the activities. The idea is that we receive some kind of notification so that these tasks aren't forgotten,…
Ability to filter emails within projects
One feature that makes a difference is being able to link emails to projects/deals and access them all within projects or deals. However, once the email is linked to the project, it becomes very difficult to find it within the project, so I think it would be interesting if we could filter the emails linked to projects by…
Invoicing during Projects
Hi, My business has payment terms. what happens after the deal becomes a project, how do you send invoicing for the rest of the payments and for the final payments, how do you keep track. I just noticed there is no invoicing option on Projects. Which will make this for my business completely ineffective CRM.
Project Task Views/Filters by Date, Group and Board
Would be great to have more capabilities for sorting through tasks. Our current system leads to users having a large list of tasks, and it would be helpful to view them by board or phase, as well as a date filter that could show X days ahead (for example the following week).
Invoicing in Projects
Once a Deal is won and becomes a Project we would like the invoicing feature to be available Afterall, for most it's only after the Deal is won that invoicing starts. We invoice in several stages so is essential for our business. Likewise it makes sense to have the Product feature available in Projects. This can then be…
Projects report
Hi team! I´m trying to create a Projects report but it´s not possible, and also I´ve tryed creating a organizations report that shows all related projects but it´s not possible as well. Any suggestions? The idea is to know how many projects we´ve per organization. Thanks!
How to automatically link a deal to a project
We create projects automatically via API based on end users purchasing a product through our website. Most of these end users will have had a deal in pipedrive already. Once the deal is closed won, it goes to our after sales team. After sales team uses projects. How can we automatically link the closed won deal to the…
Templates in a project that extracts information from linked deals
It would be great if there was a way to create a template in a project that extracts information from all deals linked to that project, and the persons linked to those deals. We work with projects that are linked to 10-20 deals (linked to 10-20 persons) and need to generate data from them within a certain project.
Project related reports
Hello everyone, I have been using the new Projects feature for some time. In this context, of course, I would like to make project-related evaluations in the dashboard. So I have created three additional user-defined fields for the projects: Total value, Order value and Residual value. I would like to display these values…
Projects task custom fields
The project tasks really need custom fields to be more valuable. As an example I often work with contacts outside my own firm and would assign tasks to them. Even if it is not a full blown PM system with the intent to have outside users interact with it, I still need to assign tasks to external users. A "People" field…
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…
Pin Notes in Projects
Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.
Is there a way to create activities under Projects instead of Deals?
I've created an automation that converts Won Deals into Projects for the service team to work on post sales. I'm trying to create an automation that creates the post sales activities under the new Projects instead of the Won Deals.
Project Task Notes, Emails, and Documents
While this may sound like 3 ideas and I guess technically it is, certain tasks should really be the "container" for information that could easily get lost among a large amount of communication via notes, emails, and documents. If you could populate notes for specific tasks or add the ability to comment that would enable…
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?
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…
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…
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.

Project Management

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