Step 1: Create and Customize a Pipeline
How to create a Pipeline from scratch or from a template, and how to customize an existing Pipeline
This document is part of a series that describes the four basic steps in creating and managing your Capture in GovTribe:
Step 1: Create and Customize a Pipeline << YOU ARE HERE |
This first step, creating a Pipeline for your Pursuits, forms the basis of how you and your team (if you have multiple users on your account) will work together to identify and pursue Opportunities.
The Pipeline only needs to be created once when you first begin using GovTribe; however, you can adjust your Pipeline as needed as you fine-tune your capture processes.
A Pipeline is a set of steps, activities, or stages your business typically completes when working on a Government Capture. Pipelines are designed to provide some basic structure around your capture process. You may have an existing business development process that you are looking to formalize, or you may be trying to add structure to the process. Pipelines can help you structure your Capture process in a way that makes business development more transparent and accountable.
While it is possible to create multiple Pipelines, we recommend that you start with just one simple one to avoid confusion. As you and your team become more familiar with using GovTribe, you can always customize the stages of your Pipeline and also create additional Pipelines if you need to track pursuits that truly differ in their development stages.
To create a Pipeline using a GovTribe Template:
Step 1. Go to: Main Menu > Pipelines.
If no Pipelines exist yet for your account, you will be prompted to add your first Pipeline.
If Pipeline(s) already exist for your account, click Add at the bottom of the Pipelines submenu.
The Add Pipeline pop-over window will be displayed.
Step 2. Type a Name for your Pipeline.
Step 3. (Optional)
- Create or apply any Tags you would like to associate with this Pipeline
- Type a Description to help team members understand how to use the Pipeline
- Apply a Background Color for the Pipeline to help visually distinguish between multiple Pipelines.
Step 4. Select the Template tab to display GovTribe’s Pipeline Templates.
Step 5. Browse from the list of pre-configured Template Pipelines from the options presented in the carousel, then click the Create from Template button associated with the preferred Template.
Keep in mind that you can start with a simple pipeline and add a more complex workflow later. Pipeline Stages can be re-reordered, re-named, added or removed after the Pipeline is created.
Your new Pipeline will be displayed, and is now available in the Main Menu > Pipelines submenu.
To create a custom Pipeline from scratch (not using a Template):
Step 1. Go to: Main Menu > Pipelines
If no Pipelines exist yet for your account, you will be prompted to add your first Pipeline.
If Pipeline(s) already exist for your account, click Add at the bottom of the Pipelines submenu.
The Add Pipeline pop-over window will be displayed.
Step 2. Type a Name for your Pipeline.
Step 3. (Optional)
- Create or apply any Tags you would like to associate with this Pipeline
- Type a Description to help team members understand how to use the Pipeline
- Apply a Background Color for the Pipeline to help visually distinguish between multiple Pipelines.
Step 4. Type the number of Stages you want to include in your Pipeline.
Step 4. Click OK.
Your new Pipeline will be displayed, and is now available in the Main Menu > Pipelines submenu.
Step 5. Click on the new Pipeline to display its Pipeline page.
Step 6. Name the stages of your Pipeline by selecting “Edit Stage” from the menu in the upper-right corner of each Stage panel.
To further customize your Pipeline, please continue to the Editing and Customizing an Existing Pipeline section.
Pipelines created from scratch or from a Template can be customized at any time, by any account user.
To edit an existing Pipeline:
Step 1. Go to Main Menu > Pipelines, and select the Pipeline you wish to edit or customize.
Step 2. Click the Edit button at the top of the Pipeline screen, and make any edits you need.
Step 3. Click OK.
By default, GovTribe sends each Pipeline owner a notification instantly, when changes are made to Pursuits in the Pipeline, such as:
- a Pursuit is added or deleted from the Pipeline
- a Pursuit in the Pipeline is edited
- A Contract or Grant Opportunity that you have linked to a Pursuit in the Pipeline is updated
You can turn these Notifications off (and back on again) as needed.
While notifications are automatically sent to all users on the account by default, any team member on the account can choose to turn the Notifications off for their own accounts.
To turn off/on Pipeline Change Notifications:
Step 1. Go to Main Menu > Pipelines, and select the appropriate Pipeline.
Step 2. In the Edit drop-down menu, select Notification Settings.
Step 3. Use the green toggle button to turn off/on Notifications, then click OK.
To edit a Stage:
Step 1. Go to Main Menu > Pipelines, and select the Pipeline you wish to edit or customize.
Step 2. In the Stage’s drop-down menu, select Edit Stage.
Step 3. In the Edit Stage popover, edit the Stage Name or Description, and click OK.
To add or delete a Stage:
Step 1. In the Stage’s drop-down menu, select:
- Add Stage Before
- Add Stage After, or
- Delete Stage
To hide/show the Triage Stage in your Pipeline screen:
Step 1. Go to Main Menu > Pipelines, and select the Pipeline you wish to edit or customize.
Step 3. Click the Hide Triage button at the top of the screen.
This button toggles to “Show Triage” when the Triage Stage is hidden.
