Estimated reading time: 7 minutes
Managing a department workflow has never been easier than with Pipefy.
Pipefy facilitates your workflow into an automated, integrated system, centralizing all information into one spot. By merging all requests into one location each department, ranging from finance to marketing will see a greater productivity rate.
Start with customizable templates from our Template Gallery, or create a new one from scratch (on your Pipefy's company, select "Add new pipe"). Either way, by following the steps below, we'll help you to set up your process in your way to attend to your team's needs and goals.
With Pipefy, your requests will be created, executed, and reported, and analyzed in a single place, but to take your processes to the next level, you need to create a solid structure first.
By centralizing all information, not only the process management becomes easier, but also the execution smoother. You will also benefit your internal and external clients with more visibility over their requests' progress.
So first things first, where will the process be managed? How will you know the status of each request and execute them by your own rules?
A pipe is how a process is called inside Pipefy; it's the workflow. Almost any type of process can be turned into a pipe, regardless of its size or business field.
Pipes are divided into phases represented by columns, standing for the execution steps of the workflow. Lastly, each phase has its own fields, rules, alerts, and conditions for the process progression. In this way, you’ll have a standardized operation and full visibility.
As an admin on Pipefy, you can customize your pipe by adding or deleting phases, editing its fields to match your process specifics, setting alerts to make sure no deadlines will be missed, and much more!
📌 Before going live with your new pipe, check out the 5 steps to implement Pipefy successfully.
A card is one of the main elements of Pipefy, and it can represent different types of information according to your process. Cards can stand for requests, leads, orders, products, tickets, tasks, and so on.
They gather the information to guide the process, moving through the phases until its ending.
📌 A card has many elements to fit your process needs. Click here to know more.
And how is a card created?
Pro-tip: Keep in mind that this is a very important step that, once it’s well built, will help the rest of the process management run smoothly.
3) Start Form
The Start Form is the first input of your pipe; the beginning of the process and a card creator. It is fully customizable with fields and conditionals according to the operation's needs and can represent several types of inputs, such as requests, orders, candidates, leads, products, and much more.
After the Start Form is completed and sent to the pipe, it takes the shape of a card and it’s added to the beginning of the workflow.
As the process manager, you choose what information you need, set it on the Start Form. If you receive requests or applications from external clients, you'll share it as a Public Form, embed it on your website, or even centralize forms in a single place with Portals. All that being accessible for non-Pipefy members as well.
📌 To see other ways to receive inputs for your process on Pipefy, check out this article.
How to improve your process? Start by controlling its metrics.
4) Reports and Dashboards
It’s possible to gather your process data in graphics of various types, such as lines, areas, bars, tables and etc, with Pipefy’s native BI tool, Dashboards.
These features centralize all data in one place, becoming easier to create analysis to identify bottlenecks and have meaningful insights.
📌 Understand more about how to report your process’ results with Pipefy here.