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Essential features
Essential features
Master the essential about Pipefy to build a process according to your needs. Set up pipes, phases, forms, cards, fields and labels.
B
By Bruna and 3 others
4 authors
34 articles
Pipes
How to create a pipe
How to clone a pipe
How to delete a pipe
Search for specific pipes and databases inside Pipefy
How to access activity logs for pipes and cards
Pipe views
Choosing Pipe Views
What is kanban view
What is list view
View your process in a flow
Phases
Set up the end of the process
The basics about phases
How to edit a phase’s action buttons
Forms
How to share forms?
Create a start form
Edit the start form
How to set up initial values?
Change the public form's appearance
How to share Public Forms
How to embed a public form on a website
Cards
Managing cards in a pipe
Edit fixed fields and card features
How to customize the open card view
How to add comments in cards
How to sort your pipe's cards
How to avoid duplicated cards
How to filter and search cards
How to find all cards assigned to you
Moving cards through the pipe
Fields
Create and edit fields in forms and phases
Field types
How to use dynamic content field in a form
How to autofill fields
Labels
The basics of card labels
Create or edit a label