Project Management

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.
How to show your employees that they’re valued
High-performance organizations recognize that great ideas and initiatives can come from all levels. Try showing employees they’re valued by removing status barriers and integrating teams. For example, HPOs typically opt for an open workspace, where everyone works in the same space regardless of seniority. Other ideas…
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…
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…
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…

Project Management

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