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Pipefy Tips
Pipefy Tips
Quick tips to help you make the most of Pipefy's structure and features!
10 articles in this collection
Written by
Isabelle Wuilleumier
and
Isabela Saciotti
Enable or disable Apps in Pipefy
Learn how to enable or disable Apps in Pipefy
Written by
Isabela Saciotti
Updated over a week ago
Enable or disable a PDF Template
Learn how to enable or disable PDF Templates directly in your PDF Generator toolbox.
Written by
Isabela Saciotti
Updated over a week ago
Automation tips
How do I set automatically an assignee?
Set up automation rules to automatically assign Cards to other members.
Written by
Isabela Saciotti
Updated over a week ago
Create recurring activities
Eliminate the need to manually create cards for activities you need to do on a daily, weekly or monthly basis
Written by
Isabelle Wuilleumier
Updated over a week ago
Disable manual movement actions in your process
Avoid mistakes caused by manually moving cards to wrong phases
Written by
Isabelle Wuilleumier
Updated over a week ago
Escalate high priority demands when they become overdue
Use automation rules to automatically assign overdue demands to the team manager
Written by
Isabelle Wuilleumier
Updated over a week ago
Prioritize demands that are overdue
Use automation rules to automatically move overdue demands to a high priority phase
Written by
Isabelle Wuilleumier
Updated over a week ago
Request an approval based on predefined business rules
Use automations to speed up your automation flows
Written by
Isabelle Wuilleumier
Updated over a week ago
Start sub-process automatically
Make the most of your team's time by allowing them to work simultaneously on parallel tasks
Written by
Isabelle Wuilleumier
Updated over a week ago
Update information across your process
Use automation to eliminate the need to manually fill in fields
Written by
Isabelle Wuilleumier
Updated over a week ago