Pipefy Team

Cards gather different types of information to carry out the process. Here is how to create, edit and delete them.

Managing cards in a pipe

Guarantee quick access to connections, emails, attachments, comments in cards, and more!

Choose which information to see on the left side of the card. Add attachments, checklists, comments, and emails.

Easily collaborate with your team directly inside Pipefy.

Learn how to display a phase's cards in a pipe according to your needs.

Configure unique value fields to ensure your team always works with reliable and the correct information.

Save time and find your cards quickly and easily.

How to move and restrict cards' movements from one phase to another.

Easily follow up your activities with a list organized by deadlines.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

{assigneeName} needs more information from you