Pipefy

In this video, you will learn how to use Pipefi to organize your work. Pipefi uses a canvas called a “pipe” to plan tasks in phases. Each phase has fields where you add information. Tasks live in cards, like orders or requests. You start by filling out the Start form. That turns your info into cards that go to the first phase. You will see how to move cards through steps, so your team can work together and finish projects. This solves messy workflows by giving you a clear, step-by-step process.