Hello, everyone. I hope you're all doing well.

Today, we are releasing two important improvements in Pipefy:

1. Task area: where guests, agents, and admins can check and solve their pending actions (tasks)

2. Task assignment flow: allow agents and admins to assign a pending action to other users

First of all, what is a Task?

A task is a pending action in the process that prevents a card from advancing without completion, requiring an external intervention to solve it. Some task examples:

• Manager approving a vacation request
• Employee filling in pending information to unblock a request
• Candidate sending pending documents for admission

The task area makes it easier for the user to find and act on their pending demands, no need to look in different emails or pipes for the link to access a pendency (phase form) anymore.

How does it work? 

• Previous behavior: the user had to check their email to access the phase form to solve it. If the user receives many phase forms (tasks) a day, there will be multiple emails to check that can get lost in the inbox.
• New behavior: the user has an exclusive area to interact with their tasks within Pipefy. All the tasks from the same organization will appear in this area, eliminating the need to search for multiple emails to find new tasks. In one click, they find everything they need!

• Mobile app update: new home tab “My Tasks Area” with pagination, enabling the user to see details about the tasks and complete them successfully without accessing a computer.

We are eager to have you use the feature and give feedback. Please feel free to reach us!

Thank you,

Priscila Rodrigues