Create a custom project for RAID management

[mouakter11]

Pipedrive’s customer relationship management (CRM) platform allows you to create a RAID record by setting up a new sales pipeline and adding custom fields .

Projects , Pipedrive’s project management software, is a simpler planning tool for small business owners , designed to manage records with complex details and provide detailed insights at a glance.

Here we show you the six steps to create a RAID log within Pipedrive Projects :

Start by creating a new custom project for your RAID log. This advertising database dashboard will become your central hub for managing the project lifecycle, methodologies, and decisions in real time.

Go to the Projects tab in Pipedrive. Create a new project called “RAID log” and add custom cards for each category.

RAID Log Pipedrive Projects


To represent the elements of your RAID, label each card “Risks,” “Actions/Assumptions,” “Issues,” and “Decisions/Dependencies.”

Note: Complex, long-term projects tend to use “assumptions” and “dependencies” due to greater uncertainty and task dependencies.


Consistent organization and tracking of each element ensures that all marketing team members have a clear view of the project status for future discussions and updates.

2. Add tasks for each RAID log entry
Create a list of tasks that represent specific risks, actions, assumptions, issues, decisions, or project dependencies. Keeping all items in the log clear and action-oriented helps everyone understand how each contributes to project success.