Question

Tracking cards between the pipes

  • 20 July 2021
  • 1 reply
  • 15 views

Userlevel 1

Hi,

I have a few pipes with automation between them (automation: when a card enters a phase "DONE" in pipe A, create a new connected card in pipe B").

Is it possible to have preview of all the cards to know on which phase in which pipe the card are?


1 reply

Userlevel 7
Badge +6

I am not sure if I understand your request correctly. Are you just looking for an overview over all cards?

Then I would recommend looking into reports: there are global ones (access from your dashboard, in the main menu to the left) and pipe specific ones (open the pipe and switch to reports, just to the right of the Kanban view option). In your case, you want the global ones: select to show all pipes (resp. A & B), change the fields displayed to include the pipe and the current phase (upper right corner, the icon with the rectangle and the two lines), and there you have it: an overview of all the cards and know on which phase in which pipe the card is.

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