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.