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.
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 a quick introduction 2:59 mins.
Select the right video playlist for you:
Learn about foundational Pipeline features and concepts, i.e. asks and steps.
Learn about other Pipeline features and concepts, i.e. third-party users.
Learn how to build, manage, and refine flows.
Need personalized help?
Schedule a session with one of our specialists.
Schedule a 30 mins session to learn about Pipeline key concepts and features.
Schedule a 30 mins session to learn about Asks and Steps in Pipeline.
Schedule a 30 mins session to learn create, use and manage Pipeline Flows.
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.