Creating and Managing Pipelines

Learn how to set up and manage pipelines in tawk.to to track your work visually from start to finish. This video covers how to create a pipeline from scratch or from a template, how to build and reorder stages to match your workflow, and how to add and move cards as work progresses. You'll also see how to switch between Pipeline, List, and Forecast views and why the flexibility to reshape a pipeline as your process evolves is where the real value is.