Might be a simple question, but a bit tricky for newbies. Why can’t I add pipeline steps on the Pipeline Steps page?
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Admins can view and manage steps via the Pipeline Steps page, located under the Admin menu.
From the Pipeline Steps page, you can see all existing steps for all enabled entities. You can also add additional fields to steps. Any fields you add will only be visible in the Pipeline Steps page.
By default, you cannot create or delete Pipeline Steps from this page.
To configure Pipeline Steps, first head to the Entity you want to edit. For example, to configure the Shots pipeline, go to a Shots page (it can be any Shots page), and then look for the Pipeline button in the toolbar. If there is no Pipeline button, then as an Admin you will have to enable Tasks for Shots via Site Preferences.
Clicking on the Pipeline button will display the existing Shot Pipeline Steps.
Managing the Steps dialog
By selecting the Manage Shot Pipeline item you can create, modify, and even delete Shot steps.
Adding Pipeline Steps
Select “Add a new step” to add a step. Each time you do this, a new dialog will appear, where you can specify the basic information for the Step you want to create.
Each entity has one set of Pipeline Steps, but steps can be hidden in projects where they’re not needed. When you create a new Step, you can choose whether to immediately use that Step in all projects or just the current project.
Once you have all of your Pipeline Steps created, you’ll be ready to use them as you create and edit Tasks.
Deleting Pipeline Steps
Admins can delete Pipeline Steps from the Manage Steps dialog. Locate the Step you’d like to delete, select the trash icon next to it, and then click “Send Step to Trash.”
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For the life of me, I cannot find the option to enable Pipeline Steps in the Shots view as mentioned, "If there is no Pipeline button, then as an Admin you will have to enable Tasks for Shots via Site Preferences ". Where exactly is this option in the Site Preferences? I am logged in as an admin. TIA
Hi @joseph.ngo
To enable tasks on shots for your site, go to the Site Preferences:
-In the top right corner of the screen there should be an icon with your profile image or a silhouette icon with a down arrow next to it. Click that down arrow and go to “Site Preferences”
-In the site preferences expand the section called “Entities”
-Find the Shots entity and expand it to see the options.
-There is an option called “Enable Tasks on this Entity”
Go to your shots page in a project or create a new project if you haven’t yet.
You should now see a button called “Pipeline”.
Hope that helps
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