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Switch between pipelines

Keep separate boards for separate motions and move between them.

Every pipeline you have is listed down the left of the Pipelines page, in four groups:

  • Pipelines — your manual boards, created or shared with you
  • Playing campaign pipelines — boards from campaigns that are running
  • Draft campaign pipelines — boards from campaigns still in draft
  • Finished campaign pipelines — boards from campaigns that have completed

Switching

Click a pipeline name. Its columns and cards load into the central view straight away, without reloading the page.

That grouping is worth using deliberately. Playing is what is happening now; Finished is where you go to work the people a completed sequence turned up, who are usually the ones worth a human message.

Still stuck? Email support and a person will answer.