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Basic Process Management
Working with Pipefy
Quick tour in Pipefy (2:09)
Building your pipe (8:16)
Collecting information (7:06)
Managing your workflow (6:36)
Managing members and permissions (5:35)
Collaborating with your team (4:54)
Managing your workflow
Automation: eliminate manual work (2:54)
Email Templates: streamline communication with stakeholders (3:05)
Database: store and connect your data (4:26)
SLAs (3:23)
Portals (9:51)
Implementation and Process Modeling
What is a Process (3:18)
Modeling and Implementation Mindset (5:54)
Process Modeling Documentation (2:58)
Tracking your performance
Dashboards: analyze metrics in one place (2:52)
Reports: capture and export your pipe's data (3:25)
Advanced Knowledge
Importer (4:52)
PDF Generator (4:42)
Connections (7:05)
Apps and Integrations (3:05)
Certification Exam
Conclusion (0:23)
Certification Exam
Conclusion
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