Platform capabilities
Explore everything SwiftFox can do — feature-by-feature, across every part of the platform.
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.
The Pipeline Management Table is fully customisable, allowing users to track and manage projects efficiently within a pipeline structure.
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."
Outstanding items
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Related feature
This feature is related to "Pipelines."