Web Creating a project in Pipedrive

Watch a recorded Creating a project flow inside Pipedrive on desktop web. Every screen and interaction is captured step by step — see exactly how Pipedrive designs the Creating a project experience for web users.

Business, Collaboration Tools

Pipedrive is a user-friendly customer relationship management (CRM) tool designed to streamline sales processes. It helps sales teams track leads, manage pipelines, and automate tasks with intuitive visual dashboards. The platform integrates with various apps and offers mobile access, ensuring that sales professionals can manage deals and collaborate efficiently from anywhere.

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  • Web
Showing 27 Flows
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In this video
  • Deals
  • Projects
  • Kanban board
  • List view
  • Create project
  • Select template
  • Add title
  • Select start date
  • Next
  • Set due date
  • Update status
  • Set amount
  • Add contact
  • Organizations
  • Add label
  • Add description
  • Save
  • Created
  • Action menu
  • Board
  • Drag & drop
  • Updated
  • Create project
  • Create template
  • Choose board
  • Continue
  • Name your project
  • Add description
  • Continue
  • Add activity
  • Select activity
  • Set name
  • Set duration
  • Add description
  • Add note
  • Set owner
  • Organizations
  • Set status
  • Save
  • Created
  • Close
  • Templates
  • Use template
  • Add title
  • Select start date
  • Set due date
  • Set status
  • Set amount
  • Add contacts
  • Add to contacts
  • Organizations
  • Add label
  • Add description
  • Save
  • Created
  • Projects
  • Lists
  • Action menu
  • Confirm archive
  • Action menu
  • Permissions
  • Confirm delete
  • Deleted
  • Export
  • Export menu
  • Export in progress
  • Download
  • Save
  • Download complete
  • Filter options
  • Favorites
  • Select filter
  • Filtered results
  • Select filter
  • No search results
  • Edit filter
  • Filtered results
  • Select filter
  • Filtered results
  • Edit filter
  • Select field type
  • Label
  • Save
  • No search results
  • Setup status
  • No search results
  • Projects
  • Export
  • Customize column
  • Save
  • No search results
  • Board
  • Projects
Creating a project 119 Screens
Creating a project screenshot
Deals
Creating a project screenshot
Projects
Creating a project screenshot
Kanban board
Creating a project screenshot

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List view
Creating a project screenshot

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Create project
Creating a project screenshot

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Select template
Creating a project screenshot

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Creating a project screenshot

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Add title
Creating a project screenshot

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Creating a project screenshot

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Select start date
Creating a project screenshot

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Next
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Creating a project screenshot

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Set due date
Creating a project screenshot

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Creating a project screenshot

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Update status
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Creating a project screenshot

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Set amount
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Creating a project screenshot

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Add contact
Creating a project screenshot

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Creating a project screenshot

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Organizations
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Creating a project screenshot

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Add label
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Creating a project screenshot

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Add description
Creating a project screenshot

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Creating a project screenshot

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Save
Creating a project screenshot

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Created
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Action menu
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Board
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Drag & drop
Creating a project screenshot

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Updated
Creating a project screenshot

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Create project
Creating a project screenshot

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Create template
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Choose board
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Continue
Creating a project screenshot

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Name your project
Creating a project screenshot

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Creating a project screenshot

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Add description
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Creating a project screenshot

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Continue
Creating a project screenshot

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Add activity
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Select activity
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Set name
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Creating a project screenshot

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Set duration
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Creating a project screenshot

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Add description
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Creating a project screenshot

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Add note
Creating a project screenshot

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Creating a project screenshot

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Set owner
Creating a project screenshot

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Organizations
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Set status
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Creating a project screenshot

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Save
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Created
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Close
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Creating a project screenshot

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Templates
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Use template
Creating a project screenshot

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Add title
Creating a project screenshot

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Creating a project screenshot

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Select start date
Creating a project screenshot

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Set due date
Creating a project screenshot

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Set status
Creating a project screenshot

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Creating a project screenshot

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Set amount
Creating a project screenshot

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Add contacts
Creating a project screenshot

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Add to contacts
Creating a project screenshot

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Organizations
Creating a project screenshot

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Creating a project screenshot

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Add label
Creating a project screenshot

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Add description
Creating a project screenshot

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Creating a project screenshot

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Save
Creating a project screenshot

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Created
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Projects
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Lists
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Action menu
Creating a project screenshot

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Confirm archive
Creating a project screenshot

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Action menu
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Permissions
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Confirm delete
Creating a project screenshot

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Deleted
Creating a project screenshot

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Export
Creating a project screenshot

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Export menu
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Export in progress
Creating a project screenshot

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Download
Creating a project screenshot

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Save
Creating a project screenshot

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Download complete
Creating a project screenshot

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Filter options
Creating a project screenshot

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Favorites
Creating a project screenshot

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Select filter
Creating a project screenshot

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Filtered results
Creating a project screenshot

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Select filter
Creating a project screenshot

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No search results
Creating a project screenshot

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Edit filter
Creating a project screenshot

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Filtered results
Creating a project screenshot

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Select filter
Creating a project screenshot

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Filtered results
Creating a project screenshot

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Creating a project screenshot

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Edit filter
Creating a project screenshot

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Creating a project screenshot

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Select field type
Creating a project screenshot

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Label
Creating a project screenshot

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Save
Creating a project screenshot

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No search results
Creating a project screenshot

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Setup status
Creating a project screenshot

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No search results
Creating a project screenshot

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Creating a project screenshot

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Projects
Creating a project screenshot

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Export
Creating a project screenshot

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Customize column
Creating a project screenshot

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Save
Creating a project screenshot

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No search results
Creating a project screenshot

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Board
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Creating a project screenshot

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Projects
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Pipedrive Flows

  • Deals
  • Projects
  • Kanban board
  • List view
  • Create project
  • Select template
  • Add title
  • Select start date
  • Next
  • Set due date
  • Update status
  • Set amount
  • Add contact
  • Organizations
  • Add label
  • Add description
  • Save
  • Created
  • Action menu
  • Board
  • Drag & drop
  • Updated
  • Create project
  • Create template
  • Choose board
  • Continue
  • Name your project
  • Add description
  • Continue
  • Add activity
  • Select activity
  • Set name
  • Set duration
  • Add description
  • Add note
  • Set owner
  • Organizations
  • Set status
  • Save
  • Created
  • Close
  • Templates
  • Use template
  • Add title
  • Select start date
  • Set due date
  • Set status
  • Set amount
  • Add contacts
  • Add to contacts
  • Organizations
  • Add label
  • Add description
  • Save
  • Created
  • Projects
  • Lists
  • Action menu
  • Confirm archive
  • Action menu
  • Permissions
  • Confirm delete
  • Deleted
  • Export
  • Export menu
  • Export in progress
  • Download
  • Save
  • Download complete
  • Filter options
  • Favorites
  • Select filter
  • Filtered results
  • Select filter
  • No search results
  • Edit filter
  • Filtered results
  • Select filter
  • Filtered results
  • Edit filter
  • Select field type
  • Label
  • Save
  • No search results
  • Setup status
  • No search results
  • Projects
  • Export
  • Customize column
  • Save
  • No search results
  • Board
  • Projects

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Creating a project
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Pipedrive Creating a project Flow on Web — Full Sequence

This recording documents the Creating a project flow inside Pipedrive's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific Creating a project Design Considerations

Creating a project on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Pipedrive's approach to Creating a project on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Creating a project Research on the Web

For growth teams, designers, and PMs researching Creating a project patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Pipedrive specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Pipedrive Creating a project flow cover?

The recording captures the full Creating a project sequence inside Pipedrive on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Pipedrive's web Creating a project differ from its mobile versions?

Web Creating a project flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Pipedrive also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see Creating a project flows from other web products?

Yes. The web Creating a project flows category gathers the same flow type from many different web products, so you can compare Pipedrive's approach against competitors and alternatives.

How up to date is the Pipedrive Creating a project recording?

Recordings are refreshed when Pipedrive ships notable redesigns, so the Creating a project flow reflects the current web experience.