Pipeline view

What is the Pipeline Overview?
The Pipeline is visible to all users, but individual projects can only be seen and accessed by the project admins and assigned members. After signing in...
Sat, 25 Nov, 2017 at 12:47 PM
How do I add a new stage to the pipeline?
Only process admins can add stages in the pipeline. You can easily add new stages to the Pipeline by following these steps: 1- On the Pipeline, loca...
Tue, 24 Oct, 2017 at 5:41 AM
How do I edit or remove a stage?
Only process admins can edit/remove pipeline stages. On the pipeline, locate the edit button (“gear” symbol) next to the date, at the center of the pipe...
Tue, 24 Oct, 2017 at 5:42 AM
How many stages can I have on the pipeline?
You can have as many stages as you want on the pipeline, however, less than ten is easier to manage.
Tue, 24 Oct, 2017 at 5:44 AM
How do I move a project to another stage?
Process admins or project admins can change the stage of a project. When the goals for the current stage have been accomplished, an admin may want to mo...
Tue, 24 Oct, 2017 at 5:46 AM
How do I select the fields to be shown for the projects on the pipeline?
You can customize the selected information shown on each “project card” to display any of the fields from the cover page. On the pipeline, click the “Ch...
Tue, 24 Oct, 2017 at 5:48 AM
How does the search feature work on the pipeline?
The pipeline’s search feature can be very useful. You can search across your pipeline for multiple keywords at the same time. Keywords will be highlighted d...
Tue, 24 Oct, 2017 at 4:21 AM
How do I move a project to another process pipeline?
This feature allows you to move projects from one process pipeline to another process pipeline. It can help break down complex situations. For example, deal...
Sat, 25 Nov, 2017 at 12:42 PM