Pipeline
Manage active bids with columns, notes, tasks, references, and activity tracking.
Pipeline
Pipeline is where active bid execution happens.
Columns Instead of Fixed Stages
Pipeline now uses a configurable column system.
Column names, colors, and order come directly from Settings > Pipeline.
Views
- Board view for column-based drag and drop
- Timeline view for deadline-driven planning
Working with Columns
- move tenders between columns via drag and drop
- new tenders are placed in the Default column
- columns marked as Final are treated as non-active in pipeline stats
Header Metrics and Filters
Pipeline shows key metrics such as:
- active tenders
- due this week
- total pipeline value
You can filter by:
- column
- deadline range
- assigned users
Pipeline Cards
Each card highlights:
- title and buyer
- deadline urgency
- value
- current column (name and color)
- assigned users
- notes count
- references count
Tender Work Panel
Open a card to access the Pipeline detail panel with tabs:
- Overview
- Notes
- References
- Activity
Overview
Manage key info, team assignment, and the checklist.
Notes
Add private or team notes. Track work decisions and updates.
Tasks
Manage checklist items with:
- completion state
- optional assignee
- optional due date
References
Attach supporting material:
- team profiles
- reference projects
Activity
See a timeline of column changes and collaboration events.
Adjusting the Column System
Open Settings > Pipeline whenever you need to change column structure, order, or colors.
Open Full Tender From Pipeline
From the Pipeline detail panel, you can open full tender details without losing Pipeline context.
Screenshots
