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Select Categories for the Pipeline

Select Categories feature is available for creating and editing pipeline and it can be done only by admin

How to select Categories for the pipeline

  • Go to the pipelines
  • Click on the dropdown below the pipeline manager
  • Click on create new board. 
  • Give a pipeline name
  • Click on Save and continue 

Select the category- Default or Custom

Default category – It will have all the categories by default, you can select all of them or categories of their choice.

When this pipeline will be selected, the selected categories will be available for all the cards that are created in this particular pipeline. 

Custom category- You can define categories as per the requirement.

When this pipeline will be selected, all the cards that are created in this particular pipeline will have the custom categories that are created. 

When this pipeline will be selected, the custom categories that are created will be available for all the cards in this particular pipeline.

https://www.insuredmine.com/knowledge-base/pipeline-manager/#create-a-pipeline-for-sales-or-service

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