Track the progress of a job or project in pipeline format
What is a Kanban pipeline? It's a visual and sequential representation of the different stages of a process or project. Each step is represented by a column on the board, and the items to be processed are represented by tiles that move from left to right as they progress through the process.
We offer two ways to view this article, depending on your preferences:
🎥 Video capsule: Job list displayed in pipeline format
🎥 Video capsule: Pipeline - Advanced functionalities
🎥 Video capsule
Job list displayed in pipeline format
Pipeline - Advanced functionalities
📙 Step-by-step guide
This article will show you how to:
Note: The latter one is available on Premium subscriptions only
Read and manage the job list in Pipeline format
From your Job List, select Pipeline at the top left
Client requests will be displayed in form of tiles and each status ( step ) displayed as a column. Tiles can be moved ( drag and drop ) depending on the statuses of your jobs.
Manage and/or add statuses on the settings
In addition to the predefined statuses, if you have the Premium version of Plannit, you will now be able to customize and add statuses depending on your business needs.
From your account Settings
Select Jobs on the list of settings
Click on List of statuses, all current statuses will be displayed
Click on the +Status at the top right to add a new status
to choose in what order you would like to have the statuses ( columns) displayed, Drag and drop the little dots in front of the status in the place you want on the list.
You will also be able to choose the default status for:
Default job status for new job requests from Bots & Widgets
Default job status for new jobs
