Project Management

Project and Deal
Hi Team, If while creating a project, we change the contact person, does this impact the 'existing contact' for the 'deal' as well? Today I was creating a test project and to avoid sending emails to actual customer, I was trying to choose a 'test contact' rather than 'original contact' (which was already attached to the…
Pipedrive for Project management?
Hi, i would like to use pipedrive as a project management tool. Has anyone had experience in this or are there templates/tutorials available specifically for PM?
what is the status of project management feature launch? do you have an available date yet?
Project management: notes and files
LIVE! Project status and quick filter 🚀 + what's next..
Some of you may have noticed we now have: * Project status (completed/cancelled)* Completed will show green and cancelled red on the list view * Quick filters for them in the list view (see GIF below) Next up: * Project pipelines & stages * Grouping of activities in a project by stage
When should your sales team branch out into business development?
If your business is still new, or a startup, a few key team members may be entirely responsible for both sales and business development: * Researching and understanding their company’s target market * Finding and connecting with potential buyers * Selling their products and services As your business grows, however, your…
Would you like to be able to add incoming mails to PD projects?
Would you like to be able to add incoming mails to PD projects?
Are you already using Pipedrive Projects for all of your project management? 🧐
Update: We've found some so the link is inactive again, thank you! Hi awesome Beta testers! First of all, thank you so much for all the feedback. 2022 will be a great year for projects and keep an eye on this channel for the latest updates! 🚀 Secondly. I'm looking for a user/team that has already fully migrated their…
erro in delete
when you delete an activity in https://sun4power.pipedrive.com/projects/1 it only disappears when you refresh the screen
From Technical Account Manager to Project Manager 🚀
I recently transitioned from being a technical account manager at Pipedrive to a project manager in another company. Here you will find my advice for professionals that are thinking of making the same move: So, for starters, what do these job titles even mean? What’s “technical account management” and what’s a “customer…
CLOSED FOR SIGNUP: Prototype testing 🚀 Project stages, status and activity grouping
Edit: We've found enough testers, thanks all! Hey Pipedrivers! ❤️ We'd like to share our prototype with you and have a 30-minute Zoom conversation about it. In case you are interested then book some time here (Edit: link disabled and the signup is closed). We're looking for 5-7 people so as soon as we have enough calls…
SIGNUP CLOSED: Sign up for the closed BETA of Project management 🚀
EDIT - Signup is closed thank you so much! Hi Pipedrivers! ❤️ Currently some of you hack the sales pipelines or use a 3rd party tool for after-sales project delivery leading to broken reports, out of sync data and more mess. With the Project management in Pipedrive we aim to fix those broken workarounds with a native…
Archiving your projects is LIVE and what else is coming up? 🥳
The first step to organizing your projects better is live. Archive your projects after you've completed them. We're working on many small improvements continuously but some of the bigger next steps we'll be working on are: * Letting you create a process with stages your projects should go through. * Setting a status for…
And the Project Management tool will be ready for which month of 2021 or 2022?
And the Project Management tool will be ready for which month of 2021 or 2022?
Using Projects (BETA) in Pipedrive
Hello, could somene show me a scenario of using projects in Pipedrive? I think I dont get it somehow, what are they good for... I have already read Project management (BETA) - Knowledge Base (pipedrive.com) Thank you in advance.
PM meets WA
Loving the Project management tool so far and started using it. Hoping will replace my xls files, smart sheet and Asana all in one ! Would be super if one-day specific Workflow automation is triggered with Project management tasks. Also would be nice to create subheadings or subcategories under some activities or a header
Where does sales end and business development begin?
Business owners, managers and sales and marketing professionals frequently view sales and business development as a single, umbrella-like system. In many newer businesses and startups, for example, a few key team members may be entirely responsible for: * Researching and understanding their company’s target market *…
SIGNUP CLOSED: Sign up for the closed BETA of Project management 🚀
EDIT: Signup closed, thank you! Join our community group here and find the latest post there to sign up for the BETA group. Today Pipedrive's focus ends with a won deal, tomorrow it won't anymore! We're working on a native solution for your after-sales project delivery right inside Pipedrive. Making sure sales and delivery…
📣 Pipedrive Project management - Beta release
Dear Community Members, We’re excited to introduce the closed beta release of Pipedrive Project management. You are part of the first ~70 carefully selected companies to get access. Project management is there to help you continue your project delivery after the closing of a deal so that there is no need anymore to hack…
Are my projects safe/backed up?
I'm feeling like the current system is workable enough for me to switch over my projects into here and to no longer use excel. If I do this exclusively though, I just need to know my project information is going to be safe! I don't want to run two systems. I just want to work from the one place. I know this is still Beta,…
Project state (for archiving projects)
Maybe I'm missing something but is there a way to archive finished projects? The overview will get hard to navigate quickly without some kind of project state. We could use labels if there were filters to achieve something like that, but would rather prefer to keep labels clean of project states. Reading about the planned…
We're live 🚀
Hi all! Great news! 🚀 We just enabled the project management add-on for your account. What we need most at this point is your feedback! We understand various things you might need could still be missing. So please test us out and we have made it easy for you to leave your feedback. Just click the hyperlink in the global…
How to stay productive when your team is taking vacations
With the festive season kicking off soon, your reps will be planning their vacation days. How can you make sure you stay productive and don't let any opportunities slip through the net when your team is a few hands short? In our article, we answer some of the questions sales managers will have during popular vacation…
Subtasks for deals that have complex tasks
I would love to have the ability to create subtasks for tasks. Subtasks would have a checkbox so I could track which one's I already did and which one's to do. Does anyone know any posibble app that could to this, or would be ready to be integrated? Thank you!
Task/Project Management within Pipedrive
@Mike van der Valk As we close a deal, there are a lot of post sale activities we also have to perform to deliver the product or service. Instead of using a separate tool such as Asana or Clickup. Can a task or project management capability be built in to Pipedrive? I understand that to some, the delivery part is done by…
Updated survey to understand your needs in the project management area!
Sorry for the hassle, but we've updated the previous survey slightly to really better understand the priority in your wishes for the projects area. If you have 5 minutes please help us out by filling it in here: https://survey.alchemer.com/s3/6503823/Project-management-Functionalities-Version-2 Thank you for your help! 🚀
Survey: Tell us what functionality is most important in our new project management area 🏗
As some of you know we're currently developing a new project management area in Pipedrive mainly focussed on continuing the tracking of your tasks, projects and delivery after your sales deal is closed. To be able to better understand the priority of certain functionality in our upcoming project management solution I'd…
📽️ From Zero to Launch - How the Pipedrive team launched a new product from scratch | September 8, 2
If you couldn't make it to the live event or would like to rewatch, you can find below the full 'From Zero to Launch' product meetup. This is a unique opportunity to hear Krishna Panicker, Maria Lasprilla, Jana Waldschmidt and Agne Kinks share their stories on how the Pipedrive team launched a new product from scratch 🚀…
Prosjektstyring med Pipedrive
Hei! Det er mulig jeg er alene om dette, men det ville ha vært utrolig bra dersom det hadde vært mulig å bruke Pipedrive til å håndtere enkle prosjekter direkte i CRM-systemet. Er det noen av dere som har erfaring med dette eller vet om dette er noe som kommer? Mvh, John

Project Management

Discussion List