Task management

Tasks assignerd follow up
Hi Guys, I need your support to find the proper way when I create and assign task to some of my colleagues, to get feedback when the task is finishedm or even on daily basis to get report about assigned tasks to all employees and it's status. Thank you in advance for support!
Email automation when task is marked as "done"
I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done". Use case: I would like to inform a customer that something was done.
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?
Assigning Tasks in Bulk
I have 397 People that need an activity (make a call). Is there a way to assign tasks in bulk to to these selected group of People?
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.
Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon…
Importing tasks into Projects that already exists on different boards
Hi! I have a question: is there a way to move tasks from a different board/template? Let's say you want to merge two projects because it's one customer and it'll be easier to have all tasks in one place. But templates belong to different boards. Thanks!
TASK sync with outlook or any other calendar
Tasks are visible. that is not the problem. However they are visible as an event. And that is a problem. Marking a task done in Pipedrive does not change the status in Outlook or any other calendar.
Merged: No email response - create follow up activity
This discussion has been merged.
Allow activities list to show both activities and tasks
My team's daily todo list combines deal activities and project tasks but it's not possible to view a combined list for the day anywhere. It would be great to be able to see daily people assigned tasks alongside activities on the activity list
Automatic saving of activities
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
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.
Tasks & Activities
I searched and didn't find an answer so I'm sorry if this has been covered before. I'm just getting started with Projects and see there are both "Tasks" and "Activities" in a Project. I'm familiar with Activities, but I'm getting stumped on Tasks. I can see you can: Create a Task Assign it to someone and Give it a due…
Wie kann ich timely mit pipedrive synchronisieren?
Ich suche nach einer Möglichkeit Zeiten in pipedrive zu erfassen. Der support hat mir timely empfohlen. Ist ein nettes tool - nur wie kann ich das mit pipedrive verbinden? VG
A few Ideas for Projects
Hi there, it would be great if Projects could do the following: To link more than one person to a Project See the total value of all Projects in each stage at the top (same as is possible in Deals) Create folders within the Files section to make it easier to navigate Adding the option to add notes to the Emails Section…
Activity Reporting Accuracy
Hi Community, I feel like the numbers I'm getting in reporting don't always add up. I'm referring to these : number of activities done within a time period; number of emails within a time period; number of activities against activity goal using the Goals feature. Here are some problems I'm seeing: number of emails is…
Do I need to delete tasks after moving to another step?
Hello pros!!! I have a doubt about how to deal with tasks in automation. Example below. New deal creates 3 tasks: 1- Phone call 1 (same day) 2- Phone call 2 (same day, in case 1 unsuccessful) 3- Phone call 3 (1 day later) Then, in case the contact was successful in step 1, the other 2 steps should be deleted, correct? We…
Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Projects - Phases - automatically Highlighting phases that have been completed
when you add phases and tasks to each phase to a project - when you complete that section phase of tasks - it does not automatically move the project to the next section in the phases ? it also looks like the phases can only moved Manually from one phase to another in a liner way - but some phases might get completed…
How is this not a thing? A Vote for Full email syncing is a vote for your time back!! Please take th
How is this not a thing? A Vote for Full email syncing is a vote for your time back!! Please take the poll
(CLOSED) Prototype testing 🛠 Custom grouping of tasks/activities in a project 🚀
UPDATE: This research has been completed, thank you to all for your interest. Are not all your projects that linear in time? One of the upcoming exciting developments in the projects area will be the ability to group your tasks and activities not just by the phase they are in but grouped by any custom group you can think…
New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
Notifications and list view for Tasks
We want to be using the Task feature for assigning tasks to our dev and design team, but being as there is no place (that we have been able to find) where you can see a list of all of your tasks (similar to how you have the "Activities" list) this makes that feature unusable for us and we are having to assign EVERYTHING as…
Multiple owners to a single task
Hello! Wouldn't it be great to have the option of having multiple owners, or co-owners for a single task? A notification would be send for any modification, completion of the task, and the task would appear in all activity panels of each owners.
Deepdive/granularity on calendar time view
Whats app, guys! I would like you to help me with this because it is very difficult for me to use our Pipedrive. The kind of visualization we have today is very bad for seeing these small tasks smaller than 30 minutes (5, 10 or 15 minutes, especially the 5 minute ones). In the next picture, "schedule an activity", it is…
Linking multiple deals to a task
Hello, We sometimes do training for multiple customers that are in a same group. To register the activity on each deals, today we can only manually copy the task from a deal to another. It would be great to be able to link several deals to one taks so the task shows on all the realted deals.
Duplicate activities (ideally with a shift / option + drag n drop)
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).
Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
No-shows
Olá! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro…
Okresowe zadania po sprzedaży
Cześć, Sprzedaje usługi w formie umów o stałej współpracy. Końcem procesu sprzedaży jest dla mnie pierwsza faktura. Jak radzicie sobie z pilnowaniem działań okresowych, np fakturowanie, raporty itp, dla zakończonych sprzedaży? Pozdrawiam, Marceli

Task management

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