Introduction
When managing processes with multiple stages—such as sales pipelines, task workflows, or project progress—it is crucial to have clear visibility into each stage. Using preset views or lists for each step allows you to monitor progress efficiently and focus on specific tasks at the right time.
Common use cases for this approach include:
Sales Management: Tracking leads as they move from qualification to closing.
Task Progression: Organizing tasks by status (To-Do, In Progress, Completed).
Recruitment & Onboarding: Monitoring candidates through various hiring stages.
By implementing status-based filtering, teams can work more efficiently and gain valuable insights into their workflow.
How It's Done
You can achieve this setup in Engyn by simply using a “Status” property that defines the step or stage in the process. The Status property is just a text field that has a set list of options where each option is a step in your process.
Once you have added the Status property, go to the dataset view and add a Query for each stage, setting the filter condition to match that Status option.
Example
To illustrate how to do this we will set up a simple sales pipeline where each lead moves through a series of stages.
Step 1: Create a Form for Sales Tracking
If you already have a form for tracking sales leads, you can use that. Otherwise, create a new form and include fields like:
Lead Name
Company
Contact Information
Deal Value
Step 2: Add a "Status" Property
In the form settings, create a dropdown field called Status and define the sales stages. If you need some ideas on what stages to use, here is a sample list that might be suitable:
Qualification
Needs Analysis
Proposal
Negotiation
Closed - Won
Closed - Lost
Step 3: Create Queries for Each Stage
Open the Dataset View by clicking “View Data”.
Open the Query Settings by clicking the button on the bottom right of the page.
Create a new Query by clicking “Save As” and enter the name of the first stage of your sales pipeline (e.g., “Qualification”).
Under the Filter setting, click “Add Condition” and set:
Field: Status
Comparator: Equals
Value: Qualification
Save the query and repeat these steps for each stage.
Step 4: Use Queries to Manage Your Pipeline
Navigate between preset views to focus on specific lead stages.
As deals progress, update the Status field to automatically reflect changes in the dataset views.
That’s it! It's that easy to setup Engyn to help you manage a simple process.
Take Away
In a few quick steps, you can set up Engyn to help you manage all manner of process flows from sales pipelines, work orders, recruitment and onboarding.