Project Management

Can you sort Tasks in Projects by Due Date?
I would like to be able to sort tasks in Projects by Due Date so we can do through them chronologically during stand ups and meetings. Is this possible?
Attaching files to tasks
Would it be possible to implement a function for attaching files to tasks in the Project Module? Tasks can be very important and often related to finish documents, send documents, change design files etc. It would be nice to be able to attach files to tasks.
DEAL ID....please make this a field that can be made visible in deal view.
Please make DEAL ID a field that can be made visible in deal view. We would like to use the DEAL ID as our Project ID as a project moves through sales cycle and into production process but this field cannot currently be made visible. EASY CHANGE I should think.
Project Boards
I have a specific project board that I don't want the whole team to see. How do I make that specific board so that only I can see it?
Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.
Side menu view
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
Can I filter/group by activity symbols inside a project?
Can I filter/group by activity symbols inside a project?
Project Map functions
Hi I woudlike to suggest the "Show on Map" function that is available in the deal list view is reflected to the projects list view. It would also be useful to have the instant map view option in the Project Details too.
Phases vs Groups default
I almost exclusively use Groups and would like that to be my default view instead of phases. Is there a way to do this with a template or automation?
Will I regret using a Pipeline for simple projects?
I have a need to track projects through three phases of lifecycle. I mainly need to get a quick view of which projects are in which stage. I also need a "home" in which to keep notes and record a handful of data points per project. I have no need to track detailed tasks. Will I regret creating a three-stage pipeline for…
Sort projects in pipeline view
Please add the sorting feature that is available for deals/leads in the pipeline view to projects too. Right now it seems that projects are added to pipeline phases in order of the creation date -- I cannot find any other way to view projects in one phase.
Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
Is there a clear timeline overview for the project itself with the tasks?
I would like to know if Pipedrive can show me a timeline of my projects with the subtasks.
Unique Identifying Job Number for all new Deals and Projects
Hi all, my organisation has previously requested that Pipedrive add a section for job numbers. We assign a job number to every new client that follows them through our sales, installation and after care service. We're currently using an alternate software to create that job number but it would help us a lot if Pipedrive…
Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
New: Power Up ⚡️ Our new plan for large sales teams
We’ve launched a brand new Pipedrive plan: Power. This is the new second-highest pricing tier available, sitting between Professional, which has been upgraded, and Enterprise. This plan offers scalable control of account permissions and visibilities, project management capabilities as well as increased feature usage limits…
Multiple Team Members on Project Task
I'd like to request the feature to add multiple team members to a project task. We do a lot of collaborations within our departments. I'd like to assign them all to one task so it's on their radar at the same time, instead of adding one task per person.
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…
Projects > Multiple participants
Project management is just as much a team sport as sales - especially in the B2B sector. It would be more than pleasing (and perhaps necessary) to have several participants in a project on both the client and the team side. The goal is to have a complete documentation of emails and activities to keep everyone in the team…
Private Project Boards
I would like the ability to make certain boards / projects in the project tool private so only certain team members can see them. Currently everyone in my team can see everyone else's projects. Is this an option?
Projects Panel in Web Browser App - Hide/Archive done activities
We need to keep our activities on file for Insights data, time tracking, and more. Thus they cannot be deleted. Currently projects are becoming unmanageable and cluttered with numerous done tasks. The ability to filter tasks/activities by project in the activities list view would help to organize them, but that is not…
Global and Local Labels
It would be awesome if you could introduce Global and Local labels. We have different Project Boards for different types for projects. For some types of projects, labels can be the same. But, we do also have Projects Boards where the labels that we are using, are specifically for those type of projects that is in this…
Filter projects by deal owner
Projects have different owners than deals but it would be nice to filter for the projects that are linked to deals owned by a specific person (salesman in this instance). Please advise. Thanks.
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Sales kickoff: Can you celebrate and motivate at the same time?
Many sales and marketing managers want to use their annual sales kickoff meeting to celebrate wins from the previous twelve months, while motivating their teams to reach even greater heights in the year to come. Is there an ideal event format for accomplishing both objectives at the same time? Brainshark’s State of Sales…
Timesheet
Hi, Currently in project it is not possible to record timesheets, is this correct? Is there any plans to develop a form for timesheet recording? Many thanks
9 email management tips to increase productivity
Effective email management can reduce stress and create more time to learn about your audience, collaborate with your team, nurture leads and close deals. Here are 9 email management tips you could benefit from: Allocate time for inbox maintenance Embrace the delete button Automate email filtering using pre-made inbox…
What's your workaround in the absence of a Gantt chart?
Currently I am experimenting with porting the CSV of our deals into Notion through Zapier. It works, but it doesn't always pull up accurate information at any given time, especially when deals are updated. Would love suggestions on something that integrates with Pipedrive (Asana would have been good, but paying the…

Project Management

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