⏩ Content Summary:
Learn about Pipefy cards and their characteristics.
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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 save time and grant full visibility.
A new card is created every time a member or guest user of your pipe fills out a start form. It also happens when someone outside Pipefy fills out a public form. This means that each card is comprised of that form data; it is the information your team needs to begin work on that specific request.
Since each process has a different purpose, 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 an NDA request
or any other type of request you or your team need to manage.
Cards typically move to the right in 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 and aware of each activity and its next phase in the process.
Anatomy of a card
When in the Kanban view, all cards are closed, visible in a thumbnail view, displaying only basic information about the task.
Once you click on a card , it will open, revealing more details.
Every card is divided into two parts: the left side and the right side.
Left side of the card
1. Title: A description of the task; choose a field from the start form as a title, and edit it however you choose. 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: Fill in the name of the person responsible for completing the card.
3. Due date: Communicates the date the task must be completed. You can leave it blank or change this date as you choose.
4. Labels: A versatile feature that allows you to organize and identify specific aspects of a card, like a subject or priority level, for example. You can change a label’s color and title at any time.
5. Top buttons: Use these for quick access to other Pipefy tools.
6. Start Form and previous phases: Information previously collected via the start form and in previous phases of the pipe.
Right side of the Card
7. Current phase: Communicates the current phase your card is in.
8. Phase form: Information your team must fill out in order to move the card forward to the next process step.
9. Add fields in this form: Click this button to edit the phase form, by adding, moving, or deleting items (fields).
10. Activities: This is a space for comments and a record of everything that happens with the card, including all information updates and changes.
11. Move card to phase: Phases to which you can move the card.
12. Move card settings: Select the phases to which the card can be moved.