What is a card

⏩ 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:

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.

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.

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.

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.

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