Use pipelines as a lightweight project management tool

1. Go to Pipelines

Go to Workflow > 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.

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4. Start to edit

On the page that loads, you are given an unnamed stage.

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Rename the first stage by clicking on its name and typing a replacement.

5. Add 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 link. Fill in the fields as appropriate. Click Save.

Your card appears in the stage.

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7. Change statuses

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

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8. Convert to a batch

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

9. Perform batch actions

To perform batch actions on the contents of a stage, click on the pencil icon, then Batch actions. Choose the required batch action from the dropdown.