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Pipeline management · connected workflow views

See Your Work the Way Your Team Works

Manage workflows through multiple visualization options, powerful search and filtering, and flexible export capabilities while working from the same underlying project data.

  • view_kanbanMultiple views
  • filter_altSmart filtering
  • file_downloadFlexible export
  • visibilityWorkflow visibility

One pipeline, multiple ways to work

Change the perspective without changing the workflow.

Different teams need different ways to understand the same work. Sales may want deals moving through stages, development may need sprint planning, and operations may need detailed sortable data. Mynix lets teams switch views while keeping the underlying workflow connected.

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One source of workflow truth

Move from visual pipeline to detailed records without restructuring the work or maintaining separate versions of the data.

  • view_kanban
    Kanban view

    See cards move through customizable workflow columns.

  • table_chart
    Table view

    Inspect, compare, sort, and manage detailed fields.

  • sprint
    Sprint view

    Plan and track time-boxed delivery work.

  • swap_horiz
    Connected switching

    Change the view while keeping the same project data in place.

View options

Choose the perspective that fits the work.

Pipeline Management supports teams that need a visual flow, detailed inspection, agile planning, or a shared operational picture.

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Kanban View

Move cards across customizable columns and understand workflow progress at a glance.

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Table View

Work with sortable fields, filters, and detailed records in a structured data view.

sprint

Sprint View

Plan feature development and track work through focused agile delivery cycles.

visibility

Workflow visibility

Keep teams aligned around the same work even when their preferred perspectives differ.

See the workflow clearly

Each view answers a different operational question.

Use the visual pipeline to understand movement, the table to inspect detail, and the sprint perspective to focus on delivery.

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What is moving?

Kanban shows what is in progress, what is waiting, and which stage each item belongs to.

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What needs inspection?

Table View exposes the fields needed to sort, compare, organize, and manage larger workflows.

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What is due next?

Sprint View focuses teams on planned work, progress, completion, and delivery performance.

Search and filters

Find exactly the work that needs attention.

Large workflows become easier to manage when teams can narrow the pipeline instead of manually scanning every item.

01search

Advanced search

Find specific items across the workflow data quickly.

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Relevant filters

Narrow results according to the information that matters now.

03bookmark

Saved filters

Keep frequently used filter combinations available for repeat work.

04sort

Smart sorting

Organize results so the most relevant work surfaces first.

Export and sharing

Take workflow information beyond Mynix when the business needs it.

Teams can move pipeline information into reports, presentations, analysis, meetings, or other business processes without requiring every stakeholder to access the workspace directly.

  • description
    CSV

    Use structured data for analysis and transfers between systems.

  • table_view
    Excel

    Work with workflow data in spreadsheet-based reporting.

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    PDF

    Create formatted reports for presentations and documentation.

  • print
    Print

    Prepare pipeline information for meetings or offline reference.

share
Share the right view

Give stakeholders the information they need in a format that fits the conversation.

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Keep reporting flexible

Move from live workflow data to a usable report without recreating the work elsewhere.

The connected workflow

Move from visualization to discovery to reporting.

  1. check
    Step 01

    View the workflow

    Choose Kanban, Table, or Sprint View based on the question at hand.

  2. check
    Step 02

    Find the relevant work

    Search, filter, and sort the pipeline to isolate what needs attention.

  3. check
    Step 03

    Review the context

    Inspect the fields, ownership, status, and delivery information behind the work.

  4. check
    Step 04

    Export or share

    Move the resulting information into the report, meeting, or process that needs it.

Built for different ways of working

Keep the workflow connected while teams work in their own way.

Pipeline Management does not force every department into the same operating perspective.

Sales teams

Track deals through the pipeline and identify where opportunities are in the process.

Development teams

Manage sprints, feature development, and delivery work through agile-oriented views.

Marketing teams

Plan and execute campaign workflows while maintaining visibility across active work.

Support teams

Manage tickets and resolution workflows while filtering the work that needs attention.

The result

One connected pipeline for every perspective.

Visualize it. Find it. Manage it. Share it. Keep the entire workflow accessible from one connected platform.

VisualizeChoose your view

See the same workflow through Kanban, Table, or Sprint.

DiscoverFind what matters

Use search, filters, and sorting to narrow the work.

ManageWork with context

Inspect the data, ownership, and progress behind each item.

ShareMove it forward

Export information for reporting, analysis, and collaboration.

See your workflow your way.

Bring views, discovery tools, and export capabilities together in one connected Pipeline Management experience.