Knowledge Base

Let's look at your Pipedrive tasks and activities. You'll be a scheduling pro in no time!

• Everything you see on your task list in red is overdue, green is scheduled for today, and black is scheduled for the future.
  

• Easily toggle between lists by clicking the options on the right-hand side (To-do, Overdue, Today, Tomorrow, This week, Next week, and Select period).
  

• You can also view your activities as a week-by-week calendar view. Simply switch your view in the top left corner from the list option (4 horizontal lines icon) to the calendar option (calendar icon). 
  

• Select "Calendar sync" on the top bar (or go to Personal preferences > Calendar sync) to integrate your external calendar with Pipedrive.
  

• Choose "Meeting scheduler" to set-up your general availability: Click on "Manage availability" and add the days of the week and specific times you are available for a meeting to then share as a link or add to your website.
  

• Under "Meeting scheduler," you can also set up one-time meeting links: Click on "Pick times" under Specific meeting times and add suggested times to your calendar. Once you are finished, click the green "Continue to meeting details" button, enter the meeting details and click the green "Continue" button to get to your meeting scheduler link. Copy that code and paste it in your email. The suggested meeting times will show up greyed out on your calendar, so that you do not overbook yourself. Once the meeting has been scheduled by the email recipient, it will show up as a meeting on your schedule. 
  

• If you need to change your activity types, click your initials/photo icon in the top right-hand corner and scroll down to "Company settings." On that first page, click on the second tab labeled "Activities." Drag and drop activities to reorder them, turn them on/off by clicking the switch next to each activity, and add new ones by clicking the green "+ Activity type" button on the top left. 
  

• Easily schedule activities by clicking on your contacts, leads, and deals. Once you click on a contact, lead, or deal, the Activity tab is always on the top bar (just right of the Notes tab.)
  

• There is a quick color coding system on your buyer and seller pipelines. Here's what the icons next to your deals means: grey: an activity is scheduled in the future; red: you have an overdue activity; yellow: no activities are scheduled for that deal; green: an activity is scheduled for today. Click on any of these icons to see the activities and/or schedule new ones.
  

• To mark an activity as complete, click the circle in the "Done" column or select multiple items by checking the squares in the far left column. This will bring up the "Bulk edit" tab on the right-hand side. Scroll down to the "Done" dropbox and click "Edit current value," select the green "Done" button and confirm. Bulk edit is also a great tool to change multiple activities' type, due date, assigned to user, priority, etc...