Getting Started

Meet key concepts about process management and Pipefy's features.

Isabelle Wuilleumier avatar Helio Bitencourt avatar Mariana Miecznikowski avatar +3
33 articles in this collection
Written by Isabelle Wuilleumier, Helio Bitencourt, Mariana Miecznikowski and 3 others
First steps

Video tutorials

Watch quick videos about Pipefy's main features to build your processes better.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How Pipefy works

Learn how to break down your work in Pipefy and structure a process that works for you.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to map and model a process?

Learn how to map and model a process from scratch using Pipefy features.
Mariana Miecznikowski avatar
Written by Mariana Miecznikowski
Updated over a week ago

Getting Started with Pipefy

Collect, run, and report error-proof processes with Pipefy tools.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to execute and improve a process in Pipefy?

Learn how you can perform an outstanding process with Pipefy's automations, connections, and more.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to collect information in Pipefy

Learn how to collect requests, inputs, and information to start your processes.
Mariana Miecznikowski avatar
Written by Mariana Miecznikowski
Updated over a week ago

How to use keyboard shortcuts

Learn all about the keyboard shortcuts available so you can use Pipefy faster and more efficiently.
Mariana Miecznikowski avatar
Written by Mariana Miecznikowski
Updated over a week ago

Search for specific pipes and databases inside Pipefy

Filter the process and databases you are looking for with the search bar tool.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to find all cards assigned to you

Easily follow up your activities with a list organized by deadlines.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago
Product definitions: basic elements

What is a Pipe?

A Pipe enables you to manage an entire process in one place, with complete visibility of people and information.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

What is a Phase?

Learn all about Phases and what they represent in Pipefy.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

The basics about Pipefy Forms

Forms help you gather and standardize information in your process.
Claudia Bär avatar
Written by Claudia Bär
Updated yesterday

What is a Start Form?

Use a start form to gather standardized information that your process needs to run.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

What is a Public Form?

Let external users create cards in any pipe by turning a start form into a public form and sharing it online.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

What are Phase Forms?

Collect information in a specific stage of your workflow with phase forms.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

What are fields in a phase or a form?

Fields keep all the information you need to your workflow and can have various formats.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

What is the Dynamic Content field?

This field type allows you to use data from previous phases to create custom messages on public forms.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

What is a card?

Cards store essential information for the development of a process. Explore this element.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

What is a pipe object?

Name the cards you manage in a pipe.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago