Pipefy's Basic Concepts

Want to know what we mean by company, pipe, start form, phase, field and card? Learn all about Pipefy's basic concepts in this collection!

Isabelle Wuilleumier avatar Lana Fidelis avatar Ian Castelli avatar
16 articles in this collection
Written by Isabelle Wuilleumier, Lana Fidelis, and Ian Castelli

How to create connections between Start Forms and pipes

Create connections between Start Forms and pipes in just a few clicks and make your processes smarter
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Written by Ian Castelli
Updated over a week ago

Pipe list view

Easily visualize your pipe's information in a list view mode
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Written by Lana Fidelis
Updated over a week ago

Notifications

Choose what notifications you want to receive by email
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Written by Lana Fidelis
Updated over a week ago

Database members and permission

Explore all the different database permission level/roles to better manage information access
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Pipe filter

Easily find the pipe you need among others
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Written by Lana Fidelis
Updated over a week ago

Company

In Pipefy, your company encompasses all your processes, databases, team members, etc.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Pipe views

Learn how to switch between the available pipe views to choose the one that best suits your work needs
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Written by Isabelle Wuilleumier
Updated over a week ago

Pipe

Pipe is the name of a process in Pipefy. Each pipe represents a different process.
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Written by Isabelle Wuilleumier
Updated over a week ago

Start form

Standardize your process input to ensure flawless execution from start to end
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Written by Isabelle Wuilleumier
Updated over a week ago

Phase

Learn all about what a phase is and what it represents in Pipefy
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Written by Isabelle Wuilleumier
Updated over a week ago

Card

Cards represent unique activities on your process
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Written by Isabelle Wuilleumier
Updated over a week ago

Process modelling preparation guide

Learn more about analyzing your processes and listing their steps and necessary resources before improving them
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Written by Isabelle Wuilleumier
Updated over a week ago

Field

Create and enforce execution standards on your process by adding fields
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Written by Isabelle Wuilleumier
Updated over a week ago

How does Pipefy work?

Where does Pipefy fit in your company? Check out a short summary of how Pipefy works
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Written by Isabelle Wuilleumier
Updated over a week ago

Keyboard shortcuts

Learn all about the available keyboard shortcuts to use Pipefy faster and more efficiently
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Written by Isabelle Wuilleumier
Updated over a week ago

Navigating Pipefy

All buttons explained
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Written by Isabelle Wuilleumier
Updated over a week ago