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Help Desk

Welcome to the Pipeline Help Desk. Hope we can solve your problems here or at least get you started on the right path. Don't hesitate to reach out to us with the chat icon in the bottom left if you cannot find what you need here.

  • Help Desk

Quick Start & Demos

  • What is Pipeline?
  • Pipeline in less than 5 minutes
  • Signing Up and Creating Your First Project
  • Just been invited to Pipeline?
  • Video Demos
View all 5 articles

User Management

  • Why should I invite seats to my account?
  • Adding a user to your account
  • Deleting account seats
  • Making a seat member an admin
  • Account Name & Account Logo
View all 5 articles

Account Customizations

  • Customizing Your Account
  • Customize Tasks
View all 2 articles

Profile Management

  • Updating Your User Profile
  • Edit profile
  • Crew profile
  • Talent profile
  • System prefs
View all 5 articles

Creator Dashboards

  • All accounts dashboard
  • Personal dashboard
  • Pipeline's mobile offerings
View all 3 articles

Project Overview

  • Project Overview Page Tour
  • A Tour of the Project Interface
  • Adding Crew
  • Adding Talent
  • Adding Locations
  • Adding Additionals
  • Adding Documents & Links
View all 7 articles

Budget Builder

  • A Tour of the Budget Interface
  • Creating and Revising Budgets
  • Budget Access
  • Adding, Editing & Deleting Expense Items
View all 4 articles

Document Builder

  • A Tour of the Document Builder Interface
  • Create and Revising a Project Document
  • Document Builder Access
  • Building Documents with Document Builder
View all 4 articles

Schedule

  • Scheduling a Project
  • A tour of the Schedule interface
  • Adding a Custom Task to the Calendar
  • Calendar Task Modal
  • Deleting Calendar Tasks
  • Sharing calendars with people
  • Calendar dependencies
View all 7 articles

Task Manager

  • Using Tasks
  • Adding Tasks
  • Task Deliverable and Version Associations
  • Task Multi-select
  • Task Groupings
View all 5 articles

Shotlist

  • Creating a Shotlist
  • Adding the First Scene
  • Adding Shots
  • Reordering Shots & Scenes
  • Assigning Shoot Day/Time/Location
  • Viewing the Shot Info Slider
  • Viewing Your Shotlist by Date
  • Viewing and Sharing Your Shotlist Boards
View all 8 articles

Shoot Day Plan

  • Creating a Day Plan
  • Tour of Day Plan interface
  • Creating a call sheet
View all 3 articles

Post Manager

  • Using Post
  • Creating a deliverable
  • Entering post tasks
  • Post versions and status
  • Deleting a deliverable
  • Unassigned post tasks
View all 6 articles
Contact
Email Max for more information.
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