Pipeline Knowledge Base

Sep 2, 2020

Introducing Pipeline

Pipeline is a cloud-based, workflow management platform that enables you to track processes like packages to make sure things don't fall through the cracks.

With Pipeline, you get the transparency and accountability you need to maintain momentum for you and your team:

Orchestrate what to do

Instead of having tasks scattered across emails, phone calls, and files, have one central, master list of what needs to be done.

Detail how to do it

Embed clear instructions with governance to clarify expectations, minimize confusion, and ensure tasks are done correctly.

Automate hand-offs

Define roles & responsibilities and order of operations to create frictionless hand-offs from one person to the next, even across companies.

Track and measure performance

Monitor activities and analyze KPIs to make data-driven decisions, uncover bottlenecks, and improve over time.

Let's get started

Whether you are someone who just signed up for Pipeline or a new-hire being introduced to Pipeline, this guide will help you get started, walk you through key features, and share industry expertise and best practices so that you bring operational excellence to your organization. 

Let's start with the Pipeline essentials: flows and asks.

 What's a Flow?

A flow is a master blueprint of steps for how to get things done. Following the flow is what enables you to have predictable and consistent results.

Examples of flows include:

  • Requesting a reimbursement
  • Approving a timesheet
  • Planning an event
  • Onboarding new team members

Learn more »

 What's an Ask?

An ask is when your flow is executed. People create asks based on your flows when they need something done.

Examples of asks are:

  • John requesting a reimbursement for a taxi ride last month
  • Mary approving someone's timesheet for last week
  • Jim planning the sales conference next Fall
  • Gary onboarding the new-hire who's starting next week

Learn more »

 

Finding Help

Need help? There are lots of ways of getting the help you need: 

  • Click on the chat icon on the bottom right to launch the chat
  • Start a Live chat with a human (available during US, CT business hours)
  • View short, informative page tours by using the more options menu

 

Need personalized help?

Schedule a session with one of our specialists.

Essentials »

Schedule a 30 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 30 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 30 mins session to learn create, use and manage Pipeline Flows.

Flow Review »

Schedule a 30 mins session to review your Flow performance and analytics.

 

Do you need dedicated support to help you design, manage, and optimize flows? Check out our  White Glove service add-on.