How to automate your software development process?

If your company’s development team works according to the Agile methodology, it’s very likely they’re already acquainted with breaking down tasks into smaller pieces (subtasks).

If you use Pipefy to manage your software development process you can easily connect your main process, where your larger tasks are, to a secondary process where the subtasks are.

Not only can you do that, you can create subtasks connected to the main task so that you can keep close track of the completion of the main task based on the smaller pieces.

Pipefy’s newest feature (automations) allowed to move that a step further, automating your software development process so that:

  • When a subtask (connected card) is moved to ‘doing’* on the secondary pipe, the main task is also moved to ‘doing’ on the primary pipe;
  • When all subtasks (connected cards) are moved to ‘done’* on the secondary pipe, the main task is moved to ‘live’.

*’doing’ and ‘done’ are merely suggestions of names for active and finished phases.

How to create subtasks in your software development process

First things first. Before we can automate your process, we need to connect your primary software development process to a secondary subtasks process. For that we’ll need:

Next thing you need to do is create a connection between those two pipes.

Open the development process’ settings by clicking on the gear icon on the upper right corner of your screen. Scroll down and click on  ‘connections’.

Once you click the ‘Create new connection +‘ button we’ll start setting up the connection.

First step choosing a name for it. We’ll call it ‘subtasks’. Next, choose the pipe we want to connect to and setup the connection function and number of entries (click here to learn more).

Click save to finish setting up the connection. Let’s move on to the next step.

How to automate your software development process

Now that you’ve connected your primary (agile software development) and secondary (subtasks) pipe, we’ll move on to creating two automations. To create the first one, click the “apps & integrations” option on the top menu of your company then access automations.

Let’s create the first automation. Click on “new automation +” so we can set it up:

Event: when a card is moved – in pipe: subtasks – to phase: doing;

Action: move the parent card – in pipe: software development – to phase: doing;

This automation states that, whenever you start working on a subtask (move it to ‘doing’ on the secondary pipe), the main card will be moved to the ‘doing’ phase on the primary pipe so that your team knows you’re working on it.

Let’s move on to creating automation number 2.

Event: when all connected cards are moved to a phase – in pipe: subtasks – to phase: done;

Action: move the parent card – in pipe: software development – to phase: live;

That’s it. After you’re done setting up the connection and both automations, it’ll be a lot easier to control your software development process and keep track of each epic’s stories.

Let us help you grow your business.

Our sales team can help simplify your operations and get set up with the right solution to meet your business needs.

get started

or contact us

Written by Isabelle Salemme, Product content manager at Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being responsible for all product-related content, she's an avid reader, a coffee lover and a professional photographer.