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By default, all processes in Pipefy are structured in a kanban view, an agile methodology that divides processes into phases and tasks into cards, to increase speed and visibility.
A new card is created every time a member of your pipe or a guest user fills out a start form. It also happens when someone outside Pipefy fills out a public form.
This means each card gathers the data your team needs to start that specific request.
Since each process has different purposes, a card can represent different things. For example:
A purchase order in a Purchase process
A candidate in a Recruitment process
A lead in a Sales funnel
A contract in a NDA request
Or, any other type of demand you need to manage.
Cards can move backward and forward a pipe. For example: when one step of the task is completed, you can move the card to the next phase.
Or, you can move it back to a previous stage if it is on hold.
This action keeps your team aligned about each activity and what to do next.
Anatomy of a card
When in the kanban view, all cards are closed, displaying only basic information about the task.
Once you click on each one of them, they will open, and give you more details.
We can divide the anatomy of a card into two parts: the left side and the right side.
Left side of the card
1. Title: shows what the card is about. You can choose a field from the Start Form as a title, and edit it at any moment. For example: in a Purchase process, it can be the requested item, while in a Sales CRM the title can be a lead's name.
2. Assignees: here you will address the person responsible to complete the card.
3. Due date: tells when the card must be concluded. You can leave it blank or change this date as you want.
4. Labels: use them as identifiers to highlight subjects or priority level, for example. You can change its colors and titles at any moment.
5. Top buttons: gives you quick access to other Pipefy tools.
6. Start Form and previous Phases: information previously collected via Start Form and previous Phases of the Pipe.
Right side of the Card
7. Current phase: tells the current phase your card is on.
8. Phase Form: information your team must fill out in order to move the card forward to the next process step.
9. Customize this phase fields: click on this button to edit the phase form, by adding, moving, or deleting items (fields).
10. Activities: a space for comments and a record of everything that happens with the card, like information updates.
11. Move to: phases to which you can move this card.
12. Edit Move to phase: select the phases where the card can be moved.
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