At our company, we are currently looking into automating the onboarding process. During our demo’s to management, we got the question if there are any other ways to display the “not completed tasks”. We explained that they could be consulted in History of a card, but the feedback we got is that it could be a real search for the outstanding tasks. One requirement of management was that it could still happen in Pipefy, but just one overview for all the cards of the not completed tasks of each card.
So my question, to the community, is: what do you guys think is the best approach to display a full list of outstanding tasks in a pipeline, without having to search through the history of each card?
Note: We tried looking into ‘Tasks’ tab on the homepage, but that’s for a full phase. We’re looking for each individual task that is not completed for different phases. The current idea is to work with an extra pipeline, but then we’re not using what Pipefy was made for, since that requires configuring the same tasks on two different places.
Feel free to give some advice, regardless of the fact what my requirements are. That way we also get a better idea of what’s currently possible and what not with Pipefy.
Thank you in advance!
Best answer by Lucas DemochView original