Select Project Informations for different Pipelines or Processes

It often makes sense for companies to display different information in the project overview for different pipelines or processes.

With SELLSATION, for example, not only sales but also recruiting or purchasing processes can be optimized, automated and made transparent. For this purpose, it is necessary that different information is represented in the different pipelines.

This is possible in both the card view (kanban board) and the list view. 

Example card view:

In both views (card and list view) all standard and user-defined fields can be displayed.

Example card view:

You can select the different information fields you want for different pipelines under Administration/Data Structure/Overview.

Under the Overview menu item you can now determine the desired information fields for both the card view and the list view.

Use the "+" to create a new configuration, use the "x" to delete a configuration and use the arrow on the right to select the pipelines for the created configuration.

Then determine the name for the desired configuration.

Now select the information that should be visible in the configuration.

If you press the marked arrow symbol button, the view appears with which you can assign the created configurations to the pipelines.

You can find the same function for the list view.