Hi Team,
I am hearing from a lot of people that Projects will be removed for new and old Copper accounts.
We have a lot of clients and automation that are using this feature.
We wanted to know your plans for this change? Will there be a new module to replace this?
Thanks
-- Mervin
Best answer by Michelle from Copper
View originalI was just looking for where to buy backlinks when I saw this. Anyway, hello! Thank you for reaching out to us with your concerns regarding the removal of Projects for Copper accounts. I know what you feel since this change may affect your clients and automation and I don't think the site can assure you that it is working on a solution to mitigate the impact.
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Hi
The Projects feature didn’t provide the functionality that our customers needed when it came to managing their projects. In an effort to provide the best tools, we are removing Projects so we can support other features.
As for alternatives, we recommend:
The Product Team is also looking into a system that allows you to sync data into another system, without the use of Zapier. That’s something we’re hoping to have more details on later this year, but at this time I don’t have any specific timeline to share.
I hope that provides some clarity. Thanks Mervin!
Without the ability to use Projects, we would like to use another Pipeline to track certain activities that are currently in Projects, HOWEVER, the problem with multiple Pipelines is that Copper does not allow each user to have different views for different Pipelines. This has been discussed before. One Pipeline may need to have fields in a certain order to make that Pipeline useable. Another Pipeline may need entirely different fields all in a different order. Today, Copper keeps the same view (order) of fields for each Pipeline.
PLEASE allow for unique views of each Pipeline if you are going to do away with Projects.
All,
This is some pretty big news. Will an official announcement be made? Currently my company uses projects to track equipment deliveries and repairs. It sounds like the removal of Projects means we will have to use only Pipelines (which doesn’t currently allow pipeline specific list/card views) or buy into another platform which requires the data to be exported. This could create some difficulties for how a lot of companies are using the Copper. I look forward to seeing some more information on this change.
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Our team is working on including the columns (fields) as part of saved filters. So for example, if I have a certain set of columns showing, it will show me that exact same set of columns again when I open up that filter another time. This means I could switch Pipelines and see the fields/columns I previously selected for that specific Pipeline as well.
We’re hoping to provide an update on that in a matter of weeks. Please let me know if that addresses what you’re asking about, or if I’ve misunderstood. Thanks wtmcc!
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Regarding what you said about this:
Pipelines (which doesn’t currently allow pipeline specific list/card views)
It sounds like “specific list view” refers to the columns that are shown, and how currently when you customize the columns, those settings are applied to all Pipelines, not just the one you’re on? Our team is working on a feature that will “tie” the selected columns to a specific filter view, so you will soon be able to customize the columns that are displayed when you open each Pipeline by editing the default filter for each one. Let me know if that addresses that piece of it.
As for customized card views - I think that’s a really good idea. I’ll bring it up with the product team. We’ve been discussing the card views in general based on the Idea submissions we’ve received. At this time I don’t have any explicit updates to share, but when we do we’ll post a Product Update, as well as comments in each individual Idea thread with relevant features.
Our team is working on including the columns (fields) as part of saved filters. So for example, if I have a certain set of columns showing, it will show me that exact same set of columns again when I open up that filter another time. This means I could switch Pipelines and see the fields/columns I previously selected for that specific Pipeline as well.
We’re hoping to provide an update on that in a matter of weeks. Please let me know if that addresses what you’re asking about, or if I’ve misunderstood. Thanks wtmcc!
Yes, the term “views” relates to the order in which the fields are displayed. In one Pipeline, we may want to see a proposal’s due date as the first field. In another Pipeline that field may not be important at all and would not need to be one of the first fields listed. Today, when we order fields in one Pipeline, that order transfers over to the other Pipelines.
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