Process Management



Grow core Process Management skills and learn how to make the most out of Pipefy!

What you will learn

Easily manage workflows without any coding expertise.

What a process is, how it’s structured and how to build yours without a hassle.

Run a process that works automatically for your team through automations, connections and more.

Communicate with teams and stakeholders in one place.

Leave behind the spreadsheets, emails and any other software you use on a daily basis that don’t give you the flexibility you need.,

Description

Grow core Process Management skills to run processes that really work – and work well.

With Pipefy Academy’s Process Management course, you will learn how a process works and how to structure yours using Pipefy.

Our content will help you upskill yourself to build your own workflows and to streamline every step of the process, from the moment new requests arrive to your team until you deliver and measure your work.

Learn how to use Pipefy’s resources to support you while you structure your work, such as phases, forms, automations, dashboards, connections, databases, and more.

You can do it all without coding expertise: create your course of action and streamline it as you want!


In this free course, you will learn:

  • What is Digital Transformation, according to PMI (Project Management Institute), and how to create a digital culture on your company to deliver valuable solutions and products to your audience.
  • What is and how to structure a process.
  • Work collaboratively with your team and stakeholders to gain efficiency while communicating with everyone.
  • How to feed easy-to-use databases, manage your information in one place and easily connect them to your workflows.
  • Integrate processes and work on your demands simultaneously.
  • Automate processes and communication.
  • Manage users in one place, and enable selected people to access or interact with your company’s data.

And much, much more! There’s a lot you can explore with our Process Management course!

Learn at your pace!

To earn a certificate to showcase your skills, join this course at Pipefy Academy’s official page.

English
language

Content

Pipefy Basics

Pipefy Basics – Overview
Pipefy Basics – Start Form and Card
Pipefy Basics – Phases
Pipefy Basics – General Settings and Permissions
Pipefy Basics – Fields
Pipefy Basics – Case Study

Pipefy Advanced

Pipefy Advanced – My Desk
Pipefy Advanced – SLA and Metrics
Pipefy Advanced – E-mail Templates
Pipefy Advanced – E-mail Inbox
Pipefy Advanced – E-mail Client
Pipefy Advanced – Public Form
Pipefy Advanced – Database
Pipefy Advanced – Reports
Pipefy Advanced – Connections
Pipefy Advanced – Automations
Pipefy Advanced – Integrations: Zapier and API
Pipefy Advanced – Case Study

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