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Search results for:pipe

Choosing pipe views

How to customize your Pipe How to invite members to a Pipe… Kanban is the original pipe view… specific pipe

What are pipe reports

Learn what pipe reports are and how to use them to keep track of your process' results… When should I create a pipe report?… Use pipe reports to keep track of your team's performance and continually improve your process

Change pipe settings

Pipe name Give your pipe a name that defines the process you use it to manage… Private pipe: only admins and people added to pipe can enter it… How to access Pipe settings

What is a pipe object

Name the cards you manage in a pipe… Estimated reading time: 2 minutes Pipe objects are what you manage in a pipe… On the Pipe settings page, access the Pipe Object field. 4

Moving cards through the pipe

Pipe members and admins. All plans - free and paid… It works like this: every time something specific happens in the pipe, the Pipefy robot automatically… By default, there are no restrictions to move cards through phases once a pipe is created, but you can

Managing cards in a pipe

Usually, the pipe creates a new card every time someone on your team fills the Start Form… Note: As a default, Pipefy moves new cards to the first phase of the pipe, but you can edit… All cards in a pipe contain the same fields, reflecting the phase fields

How to create a pipe

Learn how to create a pipe to manage your process in one place… Related content: How to edit a pipe Invite members to the pipe How to delete a pipe… Estimated reading time: 2 minutes To create a pipe, access Home. Then, click on New pipe

Pipe roles and permissions

Learn about all the different pipe permission levels to manage information access… Pipe admin: Pipe admin users can do everything within the pipe (create, edit, and delete cards) as well… Related content: Invite members to the pipe How to delete members from a pipe?

How to delete a pipe

Learn how to delete a pipe… Pipe How to create a pipe How to edit a pipe… dots in the lower right corner of the pipe square and selecting the 'delete pipe' option

How to delete pipe reports

Learn how to delete your your pipe reports here… Pipe reports How to create pipe reports How to edit pipe reports Company reports… Deleting pipe reports is easy!