---
title: Pipeline
customers-call-it: addition
url: /docs/features/data/presets/pipeline-views
---

# 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](/docs/features/data/presets/status-table). If you only want a calendar, use [Follow-ups calendar](/docs/features/data/presets/follow-ups-calendar).

## How to add it

1. Open **My Business**, then **Advanced**, then **Data**.
2. Next to the table you want it on, press **New view**.
3. On the **Pipeline** card, press **Use**.
4. If it shows **Your fields**, choose which of your columns it uses, then press **Review changes**.
5. 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

1. Open the Pipeline board.
2. 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](/docs/features/data/presets/job-tracker-table) 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.