Enhance your account's security with two-factor authentication
Two-Factor authentication is an optional setting that adds an additional layer of security to your Pipeline account. When two-factor authentication is enabled on the Company Settings page, all users that log in to your company's account will be required to provide the security code emailed to them in order to successfully login. Users can opt to have the system remember their device for 30 days, and admins can opt any individual user out of two-factor authentication from the user's Manage Users profile.
Learn more about Two-factor Authentication here →
View task completion status in the format that's most meaningful to you
Whether it helps you to view the PERCENTAGE or the NUMBER of tasks that are complete, it's now your choice! Click the Task Completion Status block in the upper right corner of a transaction checklist to toggle it to your desired format. If you change it, the system will remember and keep it that way.
Get to your most urgent tasks faster
Click the new "View Overdue Tasks" bar directly from the Home page to jump right to your tasks that need the most attention.
Color themes just got personal
Since people relate to their computer environment differently, every team member can now experience Pipeline based on the color theme that keeps them happiest and most productive. Each of your team members can select either the dark or light theme from their Personal Profile.
Light Theme:
Light Theme
Dark Theme:
Dark Theme
The Assign page received a mini-makeover
We did a little tidying up on the Assign page to streamline your document assignment process. The changes are subtle, so with the exception of the list of assigned docs appearing at the TOP of the page instead of in Step 2, you likely won't notice the differences.
