Pipeline Basics
- ★ Getting Started with Brightidea Pipeline Management
- Resend Action Items (BETA)
- Connecting Brightidea to Airtable
- Using Zapier to Connect to Monday.com
- Using Zapier to Connect to Asana
- Using Webhooks to Connect Zendesk to Brightidea
- Updating Action Item Assignment
- Using Zapier to Connect to ServiceNow
- Outgoing Webhooks (HTTP Requests with Rules Engine)
- Re-trigger an Action Item
- Pipeline Setup Tab
- Stages, Step Tool Types, & Action Items
- Managing Steps in Pipeline
- System- and Initiative-level 'Action Items Manager'
- Pipeline List View
- Pipeline Communications
- What are the available comment types for Action Items in Pipeline Management?
- Leveraging the 'Rules Engine' in your Pipeline
- Action Item Alerts
- Scorecard Templates for Pipelines
- Initiative Dashboard
- What exports are available in Pipeline?
- "Move/Copy Idea" feature in Pipeline
- How does the 'Change Pipeline' feature work in Pipeline Management?
- Comparing Scorecards in Pipeline Management Scorecard Tool
- Crowdsourced Problem Solving // Challenge Sponsors Guide
- Ripple Effects of Specific Actions Taken
- Duplicate an Initiative