Essential features

Master the essential about Pipefy to build a process according to your needs. Set up pipes, phases, forms, cards, fields and labels.

Isabelle Wuilleumier avatar Isabela Saciotti avatar Ian Castelli avatar +1
33 articles in this collection
Written by Isabelle Wuilleumier, Isabela Saciotti, Ian Castelli and 1 other
Cards

Managing cards in a pipe

Cards gather different types of information to carry out the process. Here is how to create, edit and delete them.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Edit fixed fields and card features

Guarantee quick access to connections, emails, attachments, comments in cards, and more!
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Written by Claudia Bär
Updated over a week ago

How to customize the open card view

Choose which information to see on the left side of the card. Add attachments, checklists, comments, and emails.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to add comments in cards

Easily collaborate with your team directly inside Pipefy.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to sort your pipe's cards

Learn how to display a phase's cards in a pipe according to your needs.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to avoid duplicated cards

Configure unique value fields to ensure your team always works with reliable and the correct information.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to filter and search cards

Save time and find your cards quickly and easily.
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

How to move cards across different phases

Action buttons enable moving cards from one phase to another.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago