- Overview of the My pipelines page
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Overview of the My pipelines page 1 min
- Create pipelines
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Create a new pipeline and add tags 4 min
- Manage existing pipelines
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Edit pipelines 6 min
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Search for and filter pipelines
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View pipeline activity 3 min
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Access account information and turn on support access 2 min
- Summary and assessment
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Course summary and where to go from here
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Course assessment 4 min
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Please rate this course: Managing Pipelines in the My pipelines Page
Managing Pipelines in the My pipelines Page
Effectively create, edit, and manage your pipelines and activities
Manage your pipelines and activities directly from the My pipelines page. Topics include:
- Adding tags and descriptions as a best practice when creating pipelines
- Searching for pipelines using tags, filters, and channels
- Toggling pipelines on and off
- Duplicating pipelines
- Viewing pipeline activity and errors
- Accessing account information
- Allowing CSR access for troubleshooting help
This course focuses on the features of the My pipelines page as well as other pages available from the page view.
Note: If you would like to do the optional exercises in the course, it is helpful to have a few pipelines to work with. You can use the pipelines created in the exercises from the Getting Started with Pipelines or Building Powerful Pipelines with Included Features courses, your own pipelines, or do the optional exercise to create a pipeline.
Course ID: PI-03