Pipeline
Overview
A drag-and-drop Kanban board to track your content through every stage from draft to delivered.
What the Pipeline Does
The Pipeline gives you a visual workflow for managing content:
See all content organized by status in color-coded columns
Drag and drop cards to move content between stages
Set due dates and priorities to stay on schedule
Click any card to view details and edit metadata
Customize columns to match your workflow
Reorder columns by dragging them left or right
Track overdue content with the alert badge
Getting to the Pipeline
From your Dashboard, click Pipeline in the sidebar
Your Kanban board loads with all your content organized by status
Note: The Pipeline feature is available on Starter plan and above.
Understanding the Board
The Pipeline displays as a horizontal board with columns:
Columns
Each column represents a workflow stage (Draft, Ready, Published, etc.)
Cards
Each card is one piece of content
Color coding
Each column has its own color for easy visual scanning
Count badge
Shows how many items are in each column
Default Columns
Your Pipeline starts with these default columns:
Draft (Slate) - Newly created content, cannot be moved or deleted
Ready (Amber) - Content ready for review
Published (Blue) - Content that's been published
Delivered (Green) - Content delivered to clients or completed
Moving Content (Drag and Drop)
To change a content item's status:
Click and hold any content card
Drag it to a different column
Release to drop it
The status updates automatically
Visual feedback:
Cards tilt slightly when dragging
The target column highlights
A shadow shows where the card will land
Content Cards
Each card shows:
Title - The content's headline
Due date - If set, shown below the title (red if overdue)
Type badge - The content type (blog-post, article, etc.)
Priority indicator - Colored dot (green = low, amber = medium, red = high)
View button - Appears on hover to go to the full article
Clicking a Card (Detail Dialog)
Click any card to open the detail dialog:
Status
Change the workflow status via dropdown
Priority
Set to Low, Medium, or High
Due Date
Pick a date from the date picker
Workflow Notes
Add notes about this piece (for internal use)
View full article
Jump to the Content Library to see the full content
Changes save automatically when you make them.
Reordering Columns
Rearrange your workflow stages:
Click and hold any column header (except Draft)
Drag it left or right
Release to set its new position
The order saves automatically
Note: The "Draft" column is locked and cannot be moved.
Customizing Your Pipeline
Click Customize Pipeline in the top right to open the customizer:
Editing Existing Columns
Change name - Click the text field and type a new name
Change color - Select from 10 available colors (Slate, Amber, Blue, Red, Green, Purple, Pink, Indigo, Orange, Teal)
Delete column - Click the trash icon (moves all content to Draft)
Adding New Columns
Enter a column name in the "Column name" field
Select a color from the dropdown
Click Add
The new column appears in your staged changes
Applying Changes
All changes are staged until you click Apply Changes
The "Pending" badge shows how many changes are queued
Click Cancel to discard all changes
Reset to Defaults
Click Reset to Defaults
Confirm in the dialog
All custom columns are removed, content moves to Draft
Tip: The customizer shows a summary of pending changes (columns to add, update, or delete).
Overdue Content Badge
If any content has a due date in the past:
A red "X Overdue" badge appears in the top right
The number shows how many items are past due
Overdue cards show their due date in red on the card
Priority Indicators
Each card shows a priority dot:
🟢 Green
Low
🟡 Amber
Medium
🔴 Red
High
Set priority in the card detail dialog.
Viewing Full Content
Two ways to view the full article from Pipeline:
From the card - Hover over any card and click the View button
From the dialog - Click a card, then click View full article
Both take you directly to that content in the Library.
Pro Tips
Set due dates
Track deadlines and spot overdue content instantly
Use priority levels
Focus on high-priority items first
Create custom columns
Match the Pipeline to your actual workflow
Drag columns to reorder
Put your most-used stages first
Check overdue badge daily
Never miss a deadline
Use workflow notes
Leave context for yourself or team members
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