Estimated reading time: 6 minutes
If you are using a Pipefy process template, it comes with pre-defined phases, forms, and dashboards, plus a few example cards.
But if you're beginning from scratch, you'll have to set up your pipe before starting to work.
Here is what you have to do:
First steps to building a pipe
Create the start form. You will use it to input information into your process by sharing it with stakeholders before hitting the ground running.
Add phases. To give you full control and visibility of each task, Pipefy divides processes into stages. So, think about how many steps your process has and add a phase for each one.
Create databases. Use this feature to store information about customers, suppliers, or employees, for example. Connect databases to pipes to quickly access their information and add it to a card.
Add people. Invite your colleagues or stakeholders to join your process as pipe admins, members, or guest users.
Import data. Use the Importer App to transfer data from spreadsheets or other Pipefy integrations to migrate data from other software.
Editing pipe settings
Now, to change your pipe's name, icon, and information displayed on closed cards, here is what you have to do:
Make sure you are a pipe administrator. Only this permission level is able to edit pipe settings.
Click on the gear icon that is on the pipe's header.
Then, select Pipe settings. Below you'll find a list of every item you can edit. All changes are automatically saved.
Pipe's name
It'll be displayed on your company's home page and in the pipe's header whenever you access it.
Pipe icon and color
Pipefy offers a series of pre-selected icons and colors. Choose one that represents your Pipe in order to easily find it in your company dashboard.
Pro tip: use the same color for processes from the same area. For example: all pipes related to HR are blue.
Pipe object
Name what you want to manage in this pipe. For example:
In a Recruitment process, an item can be a candidate.
In a Purchasing process, an item can be an order.
Or, in a Sales process, it can be a customer.
Card title
Select which of the fields in the Start Form you would like to appear as a title in your cards so it is easier to know what it pertains to. For example:
In a Purchase process, it can be the requested item.
In an Employee Onboarding pipe, it can be the employee's name.
In a Sales pipe, it can be the name of the client or the company.
📌 If you change this option after creating cards in your pipe, the new settings won't be reflected in the existing cards — it only applies to cards created after changing it.
Card subtitles
Subtitles help you easily identify the information you're working on the cards.
They help you standardize the closed view of the cards as you navigate through the pipe.
To add a subtitle, select any field from your pipe.
To create a sequence for the subtitles and define which ones will appear on the top, delete the selected fields and select them again (in the sequence you want them to follow). You can separate fields with a comma.
Connected cards subtitles
Displays fields as subtitles in connected cards, when they are open.
Create card button text
Change the name of the button that appears on the bottom left side of your screen to create cards.
Expired alert
Set the maximum time a card can remain in active phases of the pipe. It can be minutes, hours, or days. Click on the on/off button for considering weekdays only (Monday to Friday).
Permissions
Your Pipe can be public or private. When it's marked as public, everyone in your company who has a Pipefy account can access it. When it is marked as private, only people invited by the pipe administrator can access it.
Authorizations
Click on the checkbox button to define who can create, edit, or delete cards.
Pipe's default view
Define what you want to view first when accessing your pipe. It can be the Pipe's kanban, list view, Start Form, or Shared Email Inbox.
Delete pipe
Click on this option if you want to delete this Pipe. Be careful, though! Once you do it, there's no going back!
Clone to
Use this option to make a copy of the pipe in the same or another organization. It will copy its structure, not the cards.
Find detailed instructions about how to clone a pipe.
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