Getting started with Pipeline Manager

Pipeline Manager is an Add-On that must be installed or part of your plan.nnYou can install the Add-On from here.nnGo to Pipeline Manager, and create your Board:nnnnnClick New Task to create a Task:nnnnYou will see the following where you should fill in:n

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• The Task Name

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• Assign to Teammates: where you choose to which teammates you’re going to assign the task

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• Task Type: You get to choose among many options such as Moderation, Deal, Lead Management…

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• Boards: Where you choose from the Task Boards you’ve previously added.

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• Stages: Which stage is the task in? In Review, In Progress, In Queue, Completed.

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• Task Description: Add text and attachments to describe your task.

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• Date and Time of creating the Task, and its Duration.

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nNOTE: If you choose the Task Type Deal, you can add an amount with the default currency of your account:nnnnThis is how your task will appear:nnChange Assignee by clicking on the current user “Me” and choose another user.nnnn n

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