Estimated reading time: 2 minutes
Pipefy offers the possibility of alternating between 3 Pipe view options:
A Kanban board;
A simple list;
Or, a calendar.
Your data will be the exact same, just formatted differently. You can regularly switch back and forth between the views in just a couple of clicks.
However, if you want to see your data displayed is up to you and will not affect the other members of your team.
Kanban is the original pipe view. Kanban is a Lean methodology tool that allows you to clearly visualize your workflow, where your Cards are, and where they must head.
Cards are work items that move laterally through phases, each with its own requirements and actions.
The Kanban method excels in visualizing work, standardizing processes, limiting work in progress, identifying bottlenecks, and enabling fast and easy improvements to any process.
The list view simply takes all of the information that is contained and displayed in the Kanban view and reorganizes your cards into a no-frills stacked list of information.
This view is for those pipes that have a large number of cards — allowing for more information displayed on a single screen.
The calendar view only shows Cards that contain Due date. This visualization option is ideal for processes that demand high control over deliveries and deadlines.
How to switch views
Switching views is super easy. Open a pipe, click on the view name that is already active (in the upper left corner of the screen, under the name of the pipe) to open a dropdown list.
Click on the name of the view you want to switch to and you're done!
The last view used in a pipe will be automatically selected as the standard when you come back to that specific pipe.
The view you select will only be applied to your navigation, it won't affect how others view this pipe.