Essential features

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

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

Pipes

How to create a pipe

Learn how to create a pipe to manage your process in one place.

Written by Claudia Bär
Updated over a week ago

How to clone a pipe

Pipefy enables users to clone a pipe inside a company or across companies

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a pipe

Learn how to delete a pipe

Written by Isabelle Wuilleumier
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.

Written by Claudia Bär
Updated over a week ago

How to access activity logs for pipes and cards

Stay on top of all your process’s information by having access to your activity history where information is centralized and easy to find.

Written by Ian Castelli
Updated over a week ago

Pipe views

Choosing Pipe Views

View your workflow as a kanban, list, or calendar and learn how to easily switch between them.

Written by Isabelle Wuilleumier
Updated over a week ago

What is kanban view

Use the Kanban board to track activities using columns and cards.

Written by Isabela Saciotti
Updated over a week ago

What is list view

Use the List view to manage high volumes of information.

Written by Isabela Saciotti
Updated over a week ago

View your process in a flow

Observe every detail about your process and modify them if necessary.

Written by Ian Castelli
Updated over a week ago

Phases

Set up the end of the process

Centralize your process outputs in a phase of your choice without losing information.

Written by Isabela Saciotti
Updated over a week ago

The basics about phases

A quick guide on how to create new phases in a pipe, edit pre-existing ones, or delete them.

Written by Claudia Bär
Updated over a week ago

How to edit a phase’s action buttons

Customize action buttons to move cards from one phase to another.

Written by Isabela Saciotti
Updated over a week ago

Forms

How to create a Start Form

Learn how to create and use a Start Form to collect information when building a process.

Written by Claudia Bär
Updated over a week ago

Editing the Start Form

Learn how to modify a pipe's Start Form and the fields in it.

Written by Claudia Bär
Updated over a week ago

How to set up initial values?

Customize the link of your public form to share specific information with stakeholders.

Written by Isabela Saciotti
Updated yesterday

Change the public form's appearance

Modify colors, title, description, and button text. Add a background and your company's logo in your pipe's public form.

Written by Ian Castelli
Updated over a week ago

How to share Public Forms

Collect all the information you need to begin a process with Pipefy's public forms.

Written by Claudia Bär
Updated over a week ago

How to embed a public form on a website

Add a public form on your website so that requesters can access the form directly from a page.

Written by Ian Castelli
Updated over a week ago

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.

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!

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.

Written by Isabelle Wuilleumier
Updated over a week ago

How to add comments in cards

Easily collaborate with your team directly inside Pipefy.

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.

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.

Written by Ian Castelli
Updated over a week ago

How to filter and search cards

Save time and find your cards quickly and easily.

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.

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.

Written by Isabelle Wuilleumier
Updated over a week ago

Fields

Create and edit fields in forms and phases

Use fields to collect information, start a new process, or move cards forward to other phases.

Written by Claudia Bär
Updated over a week ago

How to select the right field types for a form or phase

Learn about the different fields you can use to collect information in phases and forms.

Written by Claudia Bär
Updated over a week ago

How to use dynamic content field in a form

Use this field to add custom messages in your pipe's forms.

Written by Claudia Bär
Updated over a week ago

How to autofill fields

Automatically fill cards or records with information from other pipes or databases.

Written by Isabelle Wuilleumier
Updated over a week ago

Labels

The basics of card labels

Add custom labels in cards to categorize and identify them in your pipe.

Written by Claudia Bär
Updated over a week ago

Create or edit a label

Use labels to filter and identify cards according to their priority and other criteria.

Written by Claudia Bär
Updated over a week ago