Getting started with Pipeline Manager

Pipeline Manager is an Add-On that must be installed or part of your plan.

Please ask Brainstorm Automation support to install your pipeline manager if it doesn't appear in the side panel.

Go to Pipeline Manager, and create your Board:

Click New Task to create a Task:

You will see the following where you should fill in:

• The Task Name
• Assign to Teammates: where you choose to which teammates you’re going to assign the task
• Task Type: You get to choose among many options such as Moderation, Deal, Lead Management…
• Boards: Where you choose from the Task Boards you’ve previously added.
• Stages: Which stage is the task in? In Review, In Progress, In Queue, Completed.
• Task Description: Add text and attachments to describe your task.
• Date and Time of creating the Task, and its Duration.

NOTE: If you choose the Task Type Deal, you can add an amount with the default currency of your account:

This is how your task will appear:

Change Assignee by clicking on the current user “Me” and choose another user.