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Basic Process Management
Getting Started
Tour in Pipefy (2:09)
Pipe: your process in Pipefy (4:00)
Collecting and managing information
Cards: manage activities, requests and more (2:05)
Start form: customize a form to collect inputs (2:13)
Phase form: handle requests at any stage of the process (2:28)
Database: store and connect your data (4:26)
Managing your workflow
Automation: eliminate manual work (2:54)
Email Templates: streamline communication with stakeholders (3:05)
Field Conditionals: standardize information (2:59)
Member Permissions (4:09)
SLAs (3:23)
Portals (9:51)
Implementation and Process Modeling
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
Portals
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