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Pipefy Process Management Certification - Coggle Diagram
Pipefy Process Management Certification
Basic Knowledge
Basic Concepts
Make Process
Organized
Smarter
Efficient
About
Create
Execute
Control (process)
Member Permission
Capabilities
Organize, control and execute process in colaborative way
It's crucial to select the level permission for each user
Member Types
Pipe Members - member of process/pipe
Company Member - member of the whole company
view all pipes (some could need previous invitation)
Permission Types
USERS
Members - View and join public pipes
Admin - enjoy all pipes
Guests - only create cards
PIPES
MEMBER - Create, Edit and Move cards
ADMIN - Manage de Pipe
View Only
Restricted View - only assigned cards
Start Form - create cards
Conditions
Only ask when needed
Possibility to display/hide fields
based on previous questions or actions
Automation
transform manual task into an organized workflow
focus on tasks and deliveries
trigger
ACTION
when
EVENTS
happen
Basic Tools
SLA
Alerts
Late
Expired
(Over)Due
Databases
It´s possible to connect DBs and Pipes
Tipes of Files:
Reports
Types
Company - combine and compare information between pipes
Pipe - only specific pipe data
Portals
centralize requests in a single place
it's possible to share it outside company
could be link public or link restricted
Implementation and Process Modeling
Definitions
Processes is a recurrent activity that requires an specific flow
This flows follow the same steps
Projects are defined by a timeframe or goal
Processes are repeated cycles
Why use pipefy?
Avoid misinformation
avoid miss steps
follows the same pattern
Advanced Knowledge
APPs
Importer
upload data into pipes and dbs
for migrate data or massive inputs
PDF Generator
It's possible create templates
recommended to:
creating new invoice
summarizing request
generate audit trial
Integrations
Focused on run smarter
APPs and Zapier
Connections
What?
Focused on REQUESTS
integrates process's information across pipes
Types
Phase Connection
With DBs or Pipes
Overall Connection
With another card
E-mail
When
Enter a Phase
Leave a Phase
Manually
It's possible to use dynamic content
