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Creation of pipelines in Airdesk
The settings in this section are only available to workspace administrators.
You can create pipelines to classify the phase in which a certain process is.
  • Business
  • Contracts
  • Subscriptions
  • Calls
  • Projects
  • Cases
  • Tasks
To do this, users can use states that classify the process and organize priorities.
The states are:
  • Open
  • Closed
  • Cancelled
  • Lost (business)
  • Gained (business)
  • Completed (projects)
You can then view the states you have created on your user dashboard.