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Hi,

I am evaluating Pipefy because I have a complex IT services business.

I have seen how Pipefy can cover most of my use cases.

This use case is different: I would like to implement a checklist based knowledge base.

I explain: people can have a portal where they can search for a card.

Each card solves an IT problem (“disk full problem”) and it has a description text of the problem, one or more links to external documentation and a checklist.

Cards can be combined: “finished space problem” can have “inside” the cards “disk full” and “email full”

Basically a standard knowledge base has these problems:

  • checklists are better than a long document to read
  • checklists can be assigned to IT staff as a work to do

Have you some ideas on how I can implement this thing with Pipefy?

Thanks,

Mario

Hi!

There are some options to cover this scenario, one of them is to use connected pipes and databases.

Each card has its own Checklist and as the person adds subitems / IT problems the checklists will accumulate.


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