Platform capabilities

Convert a master projects table into a pipeline view

Transform your master Projects Table into a Pipeline View to organise and visualise workflows effectively.

Create unlimited views for different workflows or project stages

Set up multiple views within your pipeline to match various workflows or project stages, ensuring flexibility in project management.

Display pipeline views on the menu bar

Each Pipeline View can be displayed as an individual view in the menu bar, allowing quick and easy access.

Rename, archive, or delete pipelines

Manage your pipelines efficiently with options to rename, archive, or delete them as required.

Set permissions for team members

Restrict access to certain pipelines by setting permissions for specific team members.

Clone pipelines with or without data

Easily duplicate pipelines and choose whether to include existing data, helping to streamline repetitive setups.

Save pipelines as templates

Save pipelines as templates to reuse them for similar projects in the future.

Add an unlimited number of rows

Users can add as many rows as needed to the table, allowing for flexibility and scalability.

Search text fields across the pipeline table

The table provides a search function to quickly locate specific text within any field.

Filter and sort the table by any column

Users can organise the table by filtering or sorting data using any column to suit their workflow requirements.

Pin or hide columns for a customised view

Customisation options include the ability to pin important columns or hide unnecessary ones.

Create multiple pipeline views for different workflow perspectives

Users can set up multiple views of the pipeline table, each tailored to different workflows or perspectives.

Save a master view or an unlimited number of custom views

The table allows users to save a Master View or create and save unlimited custom views to meet various needs.

Export all data from the pipeline table for external use

All data within the pipeline table can be exported for use in external tools or processes.

Free text column

Use this column to add general notes or descriptions.

Number column

Input numerical values for calculations or data tracking.

Checkbox column

Mark tasks or items as completed to track progress.

Time column

Record time-related data for accurate scheduling.

Select column

Create dropdown menus with multiple options, including colour-coded selections for better organisation.

Timeline column

Track project timelines to monitor deadlines and milestones.

Date column

Assign key dates to tasks or milestones to stay on schedule.

Person record column

Link contacts from SwiftFox to the pipeline to maintain a clear record of collaborators.

Organisation record column

Connect organisations from SwiftFox to the pipeline for seamless integration.

File upload column

Attach documents or images directly to the table for easy reference.

URL column

Store website links for quick access to reference materials.

Formula column

Perform calculations, such as summing totals, directly in the table.

Linked field column

Integrate custom field sections into the pipeline to centralise data.

Location column (Boundaries column)

Add physical locations to a project for geographical context.

Summary

The Pipeline Management Table is fully customisable. It allows users to track and manage projects efficiently within a pipeline structure.

Archived

This feature is not currently archived.

Last edited time

This page was last edited on 21 May 2025 at 2:09 PM.

Feature slug

The slug for this feature is "pipelines."

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Related feature

This feature is related to "Pipelines."