Set up alerts and keep track of your deadlines and SLAs

Alerts

Keep track of your deadlines

 

Set up alerts and keep track of your deadlines and SLAs!

Alerts exist to help you keep track of each card’s deadline as well as control how much time a card can stay in one phase or go through the entire process. Pipefy offers you three different types of alerts:

  • Overdue: Pipefy notifies you when a card is past its due date. You can also easily keep track of the overdue cards on a pipe: the date shown on the cards gets highlighted yellow when the due date is close and red once it’s past;
  • Late alert: Alert shown directly on the card when it’s exceeded the maximum lead time you’ve set for a specific phase;
  • Expired alert: Also shown directly on the card  when the card exceeds the maximum lead time you’ve set for the entire Pipe.

You’re able to visualize how many cards are late/expired on a phase by the yellow/red rectangles shown right next to the phase’s name, with the number of cards with the alert on each phase.

To learn more about late and expired alerts and how to set them up, check out our knowledge base content.

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