Learn what tasks are and how to complete them inside and outside Pipefy:
Tasks are activities assigned to you by a company that uses Pipefy.
Tasks can be sent to collect pending information, approvals, or any action that depends on you.
To complete tasks, use the Pipefy email link, or access Pipefy and fill out the requested information.
If you have Pipefy access, download the mobile app to view and complete tasks from any place.
What are tasks
Put simply, tasks are requests made through Pipefy, usually consisting of an action to complete, like filling in pending information, providing an approval signature, or any action that affects a workflow.
How to access and complete tasks
You can complete tasks by clicking the link in the email request, and filling out the resulting form's fields.
If you have access to Pipefy via the requesting company’s invite, you can find all pending activities in the Tasks tab.
To access tasks assigned to you:
Pending: tasks received that were not completed yet
Done: tasks you have completed
Filter tasks by their original pipe and search for them by the title.
You’ll have full visibility into your pending and specific tasks in a process.
To complete a task, click it, fill out the required fields, and send the information.
If you have access to Pipefy, you can also access and complete tasks from the mobile app.
Download the app from Google Play or the Apple Store for free. Access your Pipefy account and navigate to the Tasks tab. Click the task you want to complete, fill out the form, and send the information.