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What are Pipelines? What are They Used For? 

Pipelines can  be shared or private. They store and organize deals within your organization’s file system as needed.

 

Creating New Pipelines

To create a new Pipeline, hit the "Create Pipeline" button in the upper right corner of your companies default pipeline. You'll be prompted to name it. 

New pipelines are typically named after: 

  • An individual
  • A specific market/region
  • Dedicated building typology ( Retail vs Multifamily vs Industrial)

Create a pipeline

NOTE:

  1. A new Pipeline has shared access by default. You will need to manage user/group access to make it private.

  2. Sub-folders within a Pipeline are limited to a maximum depth of 20 within the TestFit Pipeline file system.


Pipeline Permissions

Pipelines can have permissions applied or removed for individuals or groups of users within an organization.

Pipeline permissions can only be viewed and updated by users with the “Manager” permission on the given pipeline or directory location.

Click the three dots at the end of a created pipeline and select Manage Access

managing pipeline permissions


Moving, Renaming, and Deleting Pipelines

Pipelines and their sub-contents may be moved to new locations within your organization’s file system as needed.

Selecting the Rename option from the action ellipsis associated with a pipeline will prompt the user to enter a new name for the given pipeline.

Empty pipelines have the ability to be deleted by users with sufficient permissions to do so (e.g. editor or manager).