Once you've set up your pipeline to match your business process, you can further adjust how and what projects are shown to you. Any filters, shown/hidden columns, and "sort by" options will save whenever you access that pipeline view moving forward.
Find your pipeline
The pipeline is visible in the Projects tab of your HoneyBook account. From there, you can:
Click on All to view everything that's currently in the works
All projects except those that are archived will appear here
Click on an individual stage to see all projects in that stage
Click on Archived to view projects you've archived
Create and locate custom pipeline views
When you get started with HoneyBook, you have a main pipeline view. You can also create additional, custom pipeline views. Custom pipeline views:
Are visible to you and other members of your team
Allow you to show or hide specific pipeline stages from that custom view
Allow you to show or hide group stages (Opportunities vs. Projects) from that custom view
Allow you to apply filters, show/hide columns, and "sort by" options that will save only for that custom view
View your team members' pipelines
If you have team members that are part of your company in HoneyBook, you'll see some additional details in your pipeline to help with project management.
From the top of your pipeline, click the view drop-down > select the team member's pipeline you'd like to view, or select View all to view all projects under the company.
Use pipeline filters
You can use filters to customize what projects are shown from your pipeline view.
From the top of your pipeline, select Filter > choose to filter by project types, tags, and/or lead sources > choose the relevant project types, tags, and/or lead sources.
Notes:
Filtering follows and logic, so if you select Project type: Corporate Branding and Tag: Frugal, only projects that meet both of those pieces of criteria will appear
To remove filters, click Filter again and select the X by the filter you'd like to remove, or X Clear All to remove all filters
Show/hide pipeline columns
From your pipeline, click the column icon and check/uncheck the columns that you'd like to appear.
Sort by columns
"Sort by" options are located at the top of your list of projects, across all pipeline stages. You can click the "sort by" options (column headers) to organize and prioritize your projects.
Project name: Clicking this option will sort projects alphabetically by name
Project date: Sort projects in ascending or descending order by project date
Project type: Sort projects alphabetically by project type
The list of project types can be edited under your Company Settings
Moved: Sort projects in ascending or descending order by the date they moved to their current pipeline stage
Recent activity: Sort projects in ascending or descending order by recent activity (payments, e-signatures received)
Sorting by by ascending recent activity can allow you to see recent projects that may require follow up
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!