Project Management

Custom fields for projects are live!* 🚀
*Only text and long text types of fields are available right now. The other types will follow in the coming period. Let me know if you have any questions / comments and have fun!
Why 360 feedback is crucial for sales teams
The recognition that comes with positive 360-degree feedback can improve staff morale and retention. Almost half of the respondents in a recent Bonusly survey said they’ve left a job due to feeling underappreciated. In contrast, 65% said that recognition from a manager would motivate them to work harder. Positive…
Project insights and workload reporting
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. *…
Beta Project Management
I'm a process and innovation consultant and i'm working with a important lawyer's office in brazil. We work with pipedrive for a long time and we manage our deals and activities on it. We real want to use de project management feature. So, is it possibile to be part of beta group? I'm sure we can contribuit a lot to the…
Descriptions for Tasks and Sub-tasks
Hi @Mike van der Valk and Pipedrive Project Management Team. Is it part of the roadmap to add formatted descriptions to the Tasks and Subtasks? This way we can add instructions on how to accomplish those tasks and even provide hyper links to it for external reference and documentations. Thanks.
Sort Tasks, subtasks and activities
Hi @Mike van der Valk Regarding the Project Management feature, is the ability to re-arrange the order or sequence of sub tasks part of your product roadmap? If it is, when will it be available? Thanks!
Projects in Pipedrive
Is there a way that I can mark a deal as won, without losing it from my deal screen... Im using Pipedrive to track projects from sales through to completed deliveries on site
Research completed: Projects by Pipedrive usability tests 🛠 🚀
Research completed! Hi there, Are you interested in Project management? Would you love this in Pipedrive? Are you not using our Projects add-on in beta yet? Then you're the perfect person to talk to for us right now. Please find 30-min via this link to talk to us by Zoom so we can test some of our latest work with you.…
Projects Searchable
Please included Projects in the search function-
Using Projects to create powerfull upselling campaigns.
TL; DR & Sorry for my bad english 😞 Add-on Projects helps users in the after-sales activities providing tools to track all related tasks. In my activity as a security consultant in B2B market, when I sell a product or a service to a client, all related activities are managed by a specified team. Now, I put my focus on a…
Projects (Beta)
Hi, I'm excited to see the addition of projects and have some questions about how it may apply to my process. I have a general contracting construction company that we've used Pipedrive with great success for. We currently move our deals through our standard pipeline: Inbox>Needs Estimate>Needs Scheduling>Active>Needs…
2-min survey on tasks/activities in Projects beta 🤓
Survey completed and deactivated, thanks all! 🚀 Hi Projects beta tester, We really want to make sure we build the right thing for you! Could you please spend 2-min of your time to fill in this survey so we will have more confidence we're building the right things for you. Thank you so much in advance and have a great day!
[Closed] Research: Does your team work on project delivery of won deals outside of Pipedrive?
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) * Would you like these project managers to be working inside Pipedrive instead of Google sheets, Trello, Monday, Asana etc..? * But you don't want to pay the full Pipedrive subscription fee for them as they don't…
Multiple deals linked to a project
Would it be possible to link a project to multiple deals? In our case, new deals often arise within project delivery - large change requests, related services, etc. Thanks for considering.
Project Management
I'm sorry i just saw this...is there anyway i can get access to the beta for project
Veja como funciona a nova Função Projetos no Pipedrive!
https://www.youtube.com/watch?v=Y94YMrh6T5Y
Pipedrive or Trello for Project and Customer Management
I'm currently pivoting between Pipedrive and Trello. Are any of you using both programs due to the inability for either program to completely replace the other? I've seen other programs with the ability to manage projects and contacts separately, and I'm curious if any of you have found a pipedrive solution
Follower in Project
It would be better to add followers in Project! (Usually do project not only just one assignee but also several people help that)
Resources in Projects
How do you add internal (colleagues) and external resources to a project? It really would make sense to associate internal and external resources to a project and also be able to attache a Role table to these resources. PS: I tried to go through the postings and see if this topic had been covered earlier, but I could not…
Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. Additionally, we created a Cost Basis custom filed…
Pipedrive hjälper dig att hantera dina projekt
Pipedrive är känt som ett av de mest uppskattade säljstödssystemen inom B2B. Vill man ha kontroll på efterföljande leveransprojekt så har man fått använda Trello, Nifty eller liknande program (ibland har man även försökt trycka in leveranserna som säljprojekt i Pipedrive med blandad framgång). Ska man växla mellan program…
Release ETA?
What is the ETA on the Projects Module? Looking at other resources but don't want to jump to something else if the release is relatively soon. Also will this module integrate with Happy Fox?
A major flaw on email management related to Deal that should not be reproduced for project managemen
in Pipedrive Mail, when one user (the main addressee) of an email link an email to a Deal, that link does not appear in the Inbox of another user that also received this email but in CC. I have turned Pipedrive into a Project manager and found many ways to use it efficiently as it (not as a sales tool for me) but couldn't…
Projects beta: Biggest update yet! 🚀🚀
In case you missed my email from last week 😇 Last week we released our biggest update yet in the projects beta area. >> Watch this ~9min demo video which includes the latest updates << What did we release since the last time I wrote to you? - Projects now have pipelines and stages - You can create multiple pipelines,…
User type conversation
Hey Everyone, I just got added to the projects beta, and am trying to move the projects I'm personally managing into pipedrive. One thing I wanted to bring up that's a bit complicated is users and user types for projects. I feel there needs to be more than just one type of user for projects which would be on different…
Project Management is not (only/always) an after sales tool !!
Hello there, Things look really good BUT for my company, a Project is not a follow-up of a Deal but the land were the deals can/will grow and be generated so : * A project should be able to be linked to whatever numbers of deals: the project is the core of the system. One project will “generate” a large number of…
Multiple Deals = 1 Project
Does the current Beta functionality (or future planned functionality) allow you to link multiple deals into a single project? Example: You close multiple deals for one customer and execute them as a single project with combined tasks.
Survey: Your input is needed in exchange for a small reward 😇
Hi Projects beta testers! I have emailed most of you as well and some of you have already filled in the survey! Thank you for that. For all others, it would be super helpful if in exchange for a small reward you could spend ~10 minutes filling in the following survey. The team and I are super keen on building a great…
Project management: Linking a project to an existing deal
Kanban view prototype testing 🚀
We found enough people, thanks! Hi all, We're currently in progress of creating the kanban view for projects and unfortunately some of the interviews we booked got cancelled. We're now looking for 2 more projects beta users to test our Kanban view prototype on. If you're interested please find a time via this link. (link…

Project Management

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