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Workflow and Kanban

Pipeline view

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Learn to create custom Kanban views with Pipeline, define columns for your own needs, and process uncategorised ideas.

Pipeline is a feature that lets you create custom Kanban views for different needs. You can design views by content type, campaign, or team-specific workflows.

What Pipeline does

  • Create custom views – build multiple Kanban views for separate use cases.
  • Define your own containers – name columns freely (for example Newsletters, Social, Website).
  • Keep normal Kanban behavior – cards are handled the same way as in the default Kanban view.

Creating a new Pipeline view

  1. Open the Pipeline view dropdown.
  2. Select New view.
  3. Enter a name for the view.
  4. Choose grouping and add the columns you want.
  5. Save by clicking Save.

Handling uncategorised ideas

After creating the view, uncategorised ideas remain available in their own column. You can drag and drop them into your custom columns exactly like in the normal Kanban workflow.

Tips

Build views by purpose

Create dedicated Pipeline views for content types, campaigns, or teams. The clearer the column logic, the faster your daily prioritisation becomes.

Common issues

The new view looks empty

First verify that you are in the correct workspace. Then make sure columns were defined in the new view and cards have been moved from the uncategorised column into your custom containers.