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!

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11 articles in this collection
Written by Isabelle Wuilleumier

Company

In Pipefy, your company encompasses all your processes, databases, team members, etc.
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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

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

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