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  1. Brightidea Support Portal
  2. Command Center / Pipeline Management
  3. Pipeline Basics

Pipeline Basics

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  • ★ Getting Started with Brightidea Pipeline Management
  • 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

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