1. Go to Pipelines

Go to Project management › Pipelines ⤴.

2. Add a new pipeline

Click the Add button.

3. Add a name

Give a name and a type of pipeline, and click Save.

4. Start to edit

Click the Add a stage button.

Name the stage.

5. Add further stages

Add more stages by clicking on Add a stage.  Continue until the pipeline reflects the process you’re working on. See Pipelines: ten uses

6. Add cards

To add a card to a stage, click the Add a card button.

Fill in the fields as appropriate. Optionally, link the card to a work and/or a contact. If the contact doesn’t already exist, add them by typing in the Contact dropdown field. Click Save.

Your card appears in the stage. Repeat with all stages and cards.

7. Change statuses

Drag a card into a different column to change the card’s status.

8. Convert to a batch

To add all the cards in a pipeline to a batch, click Create product batches. This is useful when you want to save the current contents of a pipeline, and use batch tools such as the images downloader or the catalogue creator.