Estimated reading time: 4 minutes

In this article:

Company

Pipe

Phases

Fields

Card

Start the process

Run the process

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Pipefy is organized to help disentangle your work, so it has more flexibility and collaboration among teams.

Let's explore the foundational piece of your work in Pipefy: your company.

Company

A company represents your entire organization and is where you'll manage everything: processes, company settings, databases, people, and more.

You'll typically start your journey in Pipefy by creating a company with any type of account or being invited to join one.

It's an environment designed to control processes in one place, invite people, and manage their roles and permissions.

Learn more about company roles and permissions.

In a company, there are pipes.

Pipe

Think of a pipe as a blank canvas where you can design your process with a course of action for your work.

There are endless possibilities of what a pipe can be:

  • A Recruitment process where an HR team can analyze and contact candidates for a job position for hire.

  • A Purchasing workflow where a Finance team collects and processes purchase requests from other departments.

  • A Sales funnel where representatives contact individuals interested in buying products and services, then turn them into customers.

Keep in mind pipes are very flexible: you can structure one with a route of activities that work best for you.

Learn more about pipes.

Phases

To begin structuring your process, you can break it down into phases.

Phases represent steps of your work.

Anything you want to work on in your process must go through a series of steps in a streamlined order.

This means the process follows a well-defined course of action.

By following phases, your team starts on tasks at the right time. This ensures no information gets lost on the way, and you'll get to the expected outcome by the end.

A phase is composed of fields.

Fields are where you'll add intakes to a phase or form, according to its respective format (standardizing information).

Learn more about phases.

Fields

A field can be a checklist, email address, a phone number, currency, assignee, and more.

As you add fields to a phase or form, your team will gain more visibility into the information they need to collect or perform.

With fields, intakes get standardized.

This way, every demand you handle in your pipe will have the same format, making it easier to analyze and report later.

You can customize fields by editing their names, adding descriptions, and defining their unique settings (such as making them unskippable, editable, etc.).

Learn more about selecting fields in a form or phase.

In phases, you'll manage cards.

Card

A card is an actionable item. It details the task you have to complete.

Cards can be a request, order, demand, candidate, lead, ticket, or anything you want to manage!

Learn more about cards.

Use a form to feed your process with cards, especially to start one.

Start the process

Think of a form as a container that collects inputs and submits them to your process.

A form is not a phase. They are also built with fields, but a form documents the steps required in a phase.

Every time you need to start a process, fill out the start form and submit it so intakes arrive at the first phase. Then, you can get your work started!

You can also customize fields and put them together as you need.

Learn more about the start form.

A form submission takes the shape of a card.

Run the process

As cards arrive at your process, it's time to see them in action!

A card gives you an insight into several different things:

  • What has been done in the past.

These inputs are collected through the form or in previous phases. The information will be kept on the card, so nothing gets lost!

  • What needs to be done in the present.

Look at your cards as a set of activities you must complete in the current phase.

  • Where this card should be moved to in the future.

You can move the card forward when the current phase is completed.

As the card gets to the final phase, it's done!

You're all set with the basics!

Knowing how your process contributes to your company's goals gives you the context and clarity to get your best work done.

Get started with a process template and use it as a base for your workflow.

As you put pieces of your pipe together, you can later boost it with automations, connections, and even integrate it with other tools of everyday use.

Want to explore more?

Join the Community to collect ideas with people worldwide and make the best use of Pipefy in your process!

To learn how to adapt Pipefy's to your process, take quick and practical Process Management courses at Pipefy Academy.

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