Replies posted by dylan-verniers

4 Replies

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dylan-verniersRegular Participant
asked in IT Operations

Task overview in one place

t@dylan-verniers It all depends on the level of data detail you need.   Here some scenarios: 1) Each onboarding recorded on a single card with chacklist fields (Your current scenario). 2) Each onboarding registered in a Pipe and with its tasks registered as a child card (proposed scenario). 3) Each onboading registered as multiple cards in a single Pipe (task level). Here you centralize everything in a Pipe, but you lose by not having a single card that represents the entire process. 4) Each onboarding registered in a single Pipe and with its tasks registered as a child card in several Pipes. Here you have the highest level of control, being able to have different SLAS and steps by task type. The loss is in the level of complexity for maintaining the process.   In proposal 2, although you divide the information into more than one Pipe, you still have the information centralized in the Parent Pipe (Onboarding) and the people who will participate in the process will not need to access i

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1 year ago
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dylan-verniersRegular Participant
asked in IT Operations

Task overview in one place

tiHello @dylan-verniers    My suggestion is as follows: - Replace the fields of this Onboarding Pipe (Task Checklist) by child cards in another Pipe. - Create automations so that child cards are created according to your needs. You can create all child cards at once or create according to the steps in your Main (Parent) Pipe. - Create automations to move the parent card when all children are completed. - Depending on the complexity, this process can work in cascade (with more than two Pipes). Example: A new card in the onboarding process creates X cards in the Training Pipe and Y cards in the Contracts and Terms Signing Pipe. - With this change, you can view the entire history on the Parent card and you can also view all pending issues in a separate Pipe. - If you use the responsible field on child cards, the person will also be able to see all pending issues in Piepfy's "My Tasks" tab. Good luck! Hi @Lucas Democh ! Thank you for your reply. That’s also something we have been thinking

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1 year ago
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dylan-verniersRegular Participant
asked in IT Operations

Task overview in one place

Hi Dylan In my process I control the way of cards moving, it’s means, the card cannot moved to Pending From Customer if the all fields in the earlier phase Working in Progress didn’t be fully filled. I used mandatory fields to control this. If you permit that card can be moved to another phase even with missed activities, unfortunately there is no way to do this kind of control. Good luck.     Alright, thank you for your answer, Ezequiel. Let’s see if other people from the community have some other ideas, but now I at least know the opinion of a more experienced person with Pipefy. Thnx!

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1 year ago
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dylan-verniersRegular Participant
asked in IT Operations

Task overview in one place

Hi Dylan   I don’t know if I understood what means “Task”. I guess that you are talking about “phases”, phases is steps that the cards must be walk-through to accomplish your process. Whether we are talking about “Phases”, you can use the report to generate a “delayed or missed steps/phases”.   For example: In my process there are following steps: New Demand Pre-Req & Analysis Working in Progress Pending from Customers Pending from Internal team or 3rd.party Monitoring Done. You can generate reports for each phase to identify which cards are “delayed” For each phase are some controls that you can use to determine which are delayed like: When the first time that the card entry into this phase When it was the last update The time could be relative or fixed.   I hope this can help you! Good luck.  Hi there, @Ezequiel Souza ! Thank you for your reply. From what I’ve been able to understand from reports, you can see which card still has some outstanding “tasks” via “X is Unknown”

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1 year ago

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