Project Management

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 bulk edit /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.
Remove 'phase unassigned' in projects
I seem to have an unwanted project phased entitled 'phase unassigned' which I cannot delete. Apparently this adds automatically when setting up from a template (according to support) Please can you allow editable rights for phases ?
Ability to export a Project
In the same way that a Deal can be exported... …...we would like an Export option on a Project. To .xlsx would be okay, but preferably to a well formatted PDF, so we can store it on the file in SharePoint: Thanks!
Projects x Activities integration with ZAPIER
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
Audit trail inside each Task in Pipedrive Projects
Our team wants to see who marked a task as done in a project, and the date and time that was done. They want to see the 'audit trail' / changelog inside each task in a Project (aka Plan, in Pipedrive Projects terminology). On each of the projects we want to manage using Pipedrive Projects, we have 5 people collaborating.…
Project End Date
In Deals you have Estimated Close Date, and if you select that in the Customize Deal Card, it will be shown as DD-MMM-YYYY. Project End Date is shown in the Project Board View, but only as DD-MMM. YYYY, year is missing. Please add year in the Project Bord View as DD-MMM-YYYY.
Projects import
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
Projects: manage access rights / hide project boards for users
A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area. For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects. This functionality…
Who here Needs a Gantt chart for their Projects?
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
Best practice for working with an external PM software?
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.
Pipedrive Projects - filtering and sorting tasks in list view
Hello, In the task view section of projects, it is not possible to filter by anything else than DATE. Besides I cannot customise the number of columns to show the organisation, the owner etc. These features exist on the main projects page, on activities, on deal view etc and are highly valuable. It would be the same for…
Triggers to send email to project owner
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
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?
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…
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…
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.
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.
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…

Project Management

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