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How do I add Tracker to multiple people


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  • New Member
  • 66 replies

Hi guys, how do I email tracker to multiple people.  Thanks

Best answer by Rodrigo Farias

In Pipefy, invited employees can open purchase requisitions by clicking on "Portals" in the top left-hand corner and selecting the desired form. After submitting a request, they can track its progress under "Tasks and Requests". It is necessary for the admin to enable the status of requests in order to track orders. 

Employees can see all requests organized by date and identify the pipe in which they were created, check the request phase, the last update and send messages to those responsible, and can only check the requests they have created. For details, just click on the request card.

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5 replies

marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • June 26, 2024

Hi, @TMZ 

Could you give more details?


Rodrigo Farias
Pipefy Staff
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In Pipefy, invited employees can open purchase requisitions by clicking on "Portals" in the top left-hand corner and selecting the desired form. After submitting a request, they can track its progress under "Tasks and Requests". It is necessary for the admin to enable the status of requests in order to track orders. 

Employees can see all requests organized by date and identify the pipe in which they were created, check the request phase, the last update and send messages to those responsible, and can only check the requests they have created. For details, just click on the request card.


marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • June 26, 2024

👍👍👍👍


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  • Author
  • New Member
  • 66 replies
  • June 27, 2024

When the card is created I want the tracker to go out to multiple people so they can track the process constantly 


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  • Author
  • New Member
  • 66 replies
  • June 27, 2024

Thanks @Rodrigo Farias, that can work.  But is there no way i can send them the email with the tracker as I want to give those individuals limited access-rights 


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