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A Card represents a unique activity in a Pipe.

There are endless possibilities of what a Card can be in your process:

  • A purchase order in a Purchase Process

  • A candidate in a Recruitment Process

  • An opportunity in a Sales Funnel

Or any other intake you need to collect, execute, and deliver in a process.

Anatomy of a Card

Left side of the Card

This side displays the history of a card. Information from previous phases or collected through the Start Form.

  1. Title: You can import the title from a Field or previous Phases — plus, edit it at any moment.

  2. Assignees: Members of this Pipe who can be assigned to fulfill this request, demand, task (or whatever you want the Card to be).

  3. Due date: A date that you can set for this Card to be concluded. You can remove, add, and change this date as you want.

  4. Labels: Identifiers that you can customize with different colors and titles at any moment of the process.

  5. Top buttons: Fields that you can enable for quick access in Cards.

  6. Initial Form and previous Phases: Information previously collected via Start Form and previous Phases of the Pipe.

Right side of the Card

The right side of a Card contains Fields that you can add to a current Phase of the process.

This is the information that your team must complete in order to move this Card to the next phases.

7. Current phase: This is the Phase's name — which you can edit.

8. Fields: Information you must fill out in order to accomplish a demand, task, request (and whatever your Card means) in this Phase.

9. Customize this phase fields: Click on this button to edit, move, or delete the fields in this Phase and customize them according to your process.

10. Activities: Comments and actions (such as editing fields or moving Cards, for example) performed by members of this Pipe.

11. Move to: Phases to which you can move this Card.

12. Edit options: By clicking, you can enable or disable the Phases where this Card can be moved.

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