Pipelines

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.