Pipeline

See a table's work as a board you can drag cards across, a calendar by date and a full list, all at once.

Use it when

Use it on a table with stages and a date column, such as a job list, when you want to move work along a board and also see it by date. It adds three views: a board (called Pipeline unless you rename it), By date and All rows.

Use something else when

If you only want a list sorted by stage, use Status table. If you only want a calendar, use Follow-ups calendar.

How to add it

Open My Business, then Advanced, then Data.
Next to the table you want it on, press New view.
On the Pipeline card, press Use.
If it shows Your fields, choose which of your columns it uses, then press Review changes.
Check what it adds, then press Apply.

You see Added, and the new view opens.

It asks for the column that names each row, the stages column and a date column.

How to move work along

Open the Pipeline board.
Drag a card to the next column.

If a card won't move there, that stage can't follow the one it's in; move it one step at a time.

What it adds or changes

Opens as: Board · Calendar · Table
You pick: The date field the calendar uses
Works with: Any table with a configured process

Nothing to connect · views only, no data changes

Views: By date (calendar), All rows (table).

What it needs

It needs:

The column that names a row (required)
The configured process column (required)
A date field the calendar positions rows by (required)

Example

Oak & Pine Repairs, a fictional handyman business, adds Pipeline to its Job tracker table, choosing Job, Stage and Due. On Monday the owner drags "Fix garden gate" from New to In progress, then checks By date to see what's due this week.

If something isn't working

Pipeline isn't offered for your table. It needs a table with stages and a Date column. A Date & time column isn't offered for its calendar. Add a Date column under List settings, Columns, or use a table that has stages, such as Job tracker.
There's no New view button beside the table. You can't change this table's views. Ask an admin of your business.