PipelineDeals Help Center
How can I transfer my tasks to another user?
In the Agenda tab, you can filter for tasks assigned to you. Unfortunately, there's not a way to reassign them all at once, but you can go down the list and click on your name for the ones you want to change and select the other user's name from the dropdown.
Can I assign a task or event to more than one user?
At this time tasks and events can only be assigned to one user. We are working on ways to expand this in the near future.
How do I schedule recurring tasks/events?
When adding a new task or event, simply click on the "Repeat this event" link to set up the repetition of the task.
Is there a way to "mass" add a to-do template to a group of People, Companies or Deals from the list view?
While you can set a default to-do template that will automatically apply to all people as they are added into the system, there is currently no way to mass add a to-do template to people after they are created. You can, however, mass add individual tasks by selecting the records you wish to add the task to from the appropriate list view (Companies, Deals, or People) and clicking the "+ Add Task" button.