Pipelines: board, table, and statuses
Create a pipeline from scratch or a template, move opportunities through its statuses on the board or table, and manage statuses, archiving, and deletion from pipeline settings.
Before you start
- A pipeline is an ordered set of statuses (the board's columns) that opportunities move through. The UI mostly says "opportunity"; pipeline cards and dialogs also say "project" for the same thing.
- The Pipelines page lists every pipeline your account has created.
Steps
Create a pipeline
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On the Pipelines page, click New pipeline.
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In the New pipeline dialog, choose Blank or From template.
- Blank asks for a Name and an optional Description. It starts with a single "New" status you build on from there.
- From template lists ready-made templates — currently the Standard Project Pipeline (New, In Progress, On Hold, Won, Lost) — and lets you give the new pipeline its own Name (optional; defaults to the template's name).
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Click Create pipeline (Blank) or Use template (From template). You're taken straight to the new pipeline's board.
Work the board
Each pipeline's Board shows its statuses as columns, in order. A column header shows its color, label, and opportunity count; click the label to rename the column inline. Click the ⋮ menu on a column for Move left, Move right, Archive, or Delete.
Drag a card to another column to change which status it's in, or drag it up or down within a column to reorder it there — both save automatically as you drop. Moving a card only changes its pipeline status; it does not change the opportunity's separate Status field (Scoping, Due Diligence, Site Visits, and so on), which you set from the opportunity's own page.
Each card's ⋮ menu offers Move to another pipeline, which opens a dialog to pick a destination pipeline and the status it should land in there.
If your account has the Compliance module enabled, an info banner above the board reads "Projects in a Won column with recorded incentive awards are tracked in Compliance," with a link to Compliance; dismiss it with its close button.
Click Add status at the end of the columns to add a new column, giving it a Label, a Category (Active, Inactive, or Closed), and a Color.
Click New opportunity (top right) to create an opportunity directly into a column of your choice: pick the Column, then enter a Project Name, Description, Start Date, Due Date, and Owner, and click Submit.
Work the table
Switch to Table for a sortable list of the pipeline's opportunities instead of columns. Use Search opportunities… to filter by name, and the All statuses dropdown to show only one status. Click the Name column header to sort alphabetically. Columns show Name, Status, Owner, Tags, and Updated. Each row's ⋮ menu offers Move to another pipeline, opening the same dialog as on the board.
Manage pipeline settings
Open Settings to rename or describe the pipeline, and to manage its statuses.
For each status, you can:
- Click its color dot to change color, and edit its label directly.
- Set Category to Active, Inactive, or Closed.
- For a Closed status, set Outcome to None, Won, or Lost. Marking a status Won is what makes its opportunities show up in Compliance (when that module is enabled).
- Reorder it with the up/down arrows.
- Archive it (hides it from the board without deleting it — archived statuses stay on any opportunities that already have them, and can be restored from the Archived statuses list at the bottom of this card).
- Delete it. If it still has opportunities on it, you're asked to pick another status to move them to first; an empty status deletes immediately.
To add a column from here, type its name in New status label at the bottom of the list and click Add status; set its category, outcome, and color in the row that appears.
Archive or delete a pipeline
The Danger zone card at the bottom of Settings has two actions:
- Archive pipeline archives it immediately — there's no confirmation step. An archived pipeline's board becomes read-only (you'll see "This pipeline is archived. The board is read-only." at the top), and it no longer offers New opportunity.
- Delete pipeline asks you to confirm ("Delete pipeline?"). A pipeline can only be deleted once it has no opportunities left in it.
To restore an archived pipeline, go back to the Pipelines page, turn on Show archived, and choose Restore from the pipeline card's ⋮ menu — or click Restore pipeline in that pipeline's own Settings Danger zone card.
What happens next
- Dragging a card to a different column saves in the background as soon as you drop it; if the save fails, the card snaps back and you'll see an error toast.
- Marking a column's Outcome as Won immediately re-checks every opportunity already sitting in it against Compliance, so awards recorded on those opportunities appear there without you having to touch each one.
- Deleting a status that still has opportunities moves all of them to the status you picked before the delete completes.
Common questions
Q: I dragged a card to "Won" but the opportunity's status still says something else — is that a bug? A: No. The pipeline column and the opportunity's Status field (on the opportunity's own page) are separate. Moving a card changes only its column; update the Status field from the opportunity page if you also want that to change.
Q: I archived a pipeline by mistake — how do I get it back? A: Open the pipeline's Settings and click Restore pipeline in the Danger zone, or go to Pipelines, turn on Show archived, and choose Restore from the pipeline's ⋮ menu. Archiving has no confirmation step, so nothing else needs to be undone.
Q: Why won't a status or pipeline delete? A: A status with opportunities on it needs a destination status chosen first; a pipeline can't be deleted while it still has any opportunities in it. Archiving is the alternative when you want to stop using something without requiring it to be empty first.
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