Create a pipeline

From the Pipelines page, click + New in the top-left corner. The menu offers a blank pipeline, either of two predefined templates, or a team template if your team has published one.

Blank

Choose Blank pipeline, name it, click Create. You get an empty board with no columns, ready to build out.

Sales pipeline

A predefined board with eight columns:

1. New lead — freshly added
2. First contact — outreach started
3. Waiting for response
4. Engaged — they have shown interest
5. Meeting scheduled
6. Negotiation
7. Won
8. Lost

Recruiting pipeline

Also eight columns:

1. Candidates — added to the process
2. Screening
3. First interview
4. Second interview
5. Offer sent
6. Negotiation
7. Hired
8. Rejected

Both templates are starting points — rename, reorder and add columns freely once created.

Team templates

Team managers can turn a pipeline into a template the whole team can start from:

1. Build a pipeline with the columns you want.
2. Click the ⁝ menu at the top of the pipeline.
3. Choose Create a team pipeline template.

It then appears for everyone under + New → Pipeline from a team template. This is the cheapest way to make sure a team's boards stay comparable.

Duplicating

To reuse a structure without making a template of it, click the ⁝ menu beside the pipeline name and choose Duplicate. You get the same columns, no members, and (Copy) on the end of the name.