Web Tasks in Pipedrive

Watch a recorded Tasks flow inside Pipedrive on desktop web. Every screen and interaction is captured step by step — see exactly how Pipedrive designs the Tasks 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
  • Home
  • Projects
  • Task
  • Create task
  • Set name
  • Assignees
  • Set due date
  • Name your project
  • Set status
  • Select group
  • Add description
  • Edit text
  • Save
  • Task created
  • Marked as done
  • Task details
  • Add subtask
  • Assign
  • Previous
  • Next
  • Close
  • Marked as done
  • Filter
  • Filtered results
  • Action menu
  • Confirm delete
  • Marked as done
  • Projects
  • Project details
  • Add task
  • Add subject
  • Add subtask
  • Add subject
  • Save
  • Edit task details
  • Assign
  • Set due date
  • Save
  • Update status
  • Task completed
Tasks 57 Screens
Tasks screenshot
Home
Tasks screenshot
Projects
Tasks screenshot
Task
Tasks screenshot

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Tasks screenshot

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Create task
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Set name
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Assignees
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Set due date
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Name your project
Tasks screenshot

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Set status
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Select group
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Add description
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Edit text
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Save
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Task created
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Marked as done
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Task details
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Add subtask
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Assign
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Previous
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Next
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Close
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Marked as done
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Filter
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Filtered results
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Action menu
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Confirm delete
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Marked as done
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Projects
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Project details
Tasks screenshot

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Add task
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Add subject
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Tasks screenshot

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Add subtask
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Add subject
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Tasks screenshot

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Save
Tasks screenshot

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Edit task details
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Assign
Tasks screenshot

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Tasks screenshot

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Set due date
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Tasks screenshot

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Save
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Tasks screenshot

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Update status
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Tasks screenshot

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Task completed
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Pipedrive Flows

  • Home
  • Projects
  • Task
  • Create task
  • Set name
  • Assignees
  • Set due date
  • Name your project
  • Set status
  • Select group
  • Add description
  • Edit text
  • Save
  • Task created
  • Marked as done
  • Task details
  • Add subtask
  • Assign
  • Previous
  • Next
  • Close
  • Marked as done
  • Filter
  • Filtered results
  • Action menu
  • Confirm delete
  • Marked as done
  • Projects
  • Project details
  • Add task
  • Add subject
  • Add subtask
  • Add subject
  • Save
  • Edit task details
  • Assign
  • Set due date
  • Save
  • Update status
  • Task completed

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Pipedrive Tasks Flow on Web — Full Sequence

This recording documents the Tasks 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 Tasks Design Considerations

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

A Reference for Tasks Research on the Web

For growth teams, designers, and PMs researching Tasks 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 Tasks flow cover?

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

How does Pipedrive's web Tasks differ from its mobile versions?

Web Tasks 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 Tasks flows from other web products?

Yes. The web Tasks 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 Tasks recording?

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