
Setting a Default Pipeline Per User
Learn how to set a default Gravity Pipeline board for each user so the shortcode always opens the most relevant pipeline automatically.

Using Pipeline Shortcodes to Embed on Any Page
Learn how to use Gravity Pipeline shortcodes to display your Kanban board on any WordPress page or post — for specific pipelines or per-user defaults.

How to Add Users & Adjust User Settings
Learn how to add team members to Gravity Pipeline, control their access levels, and configure per-user pipeline preferences.

Viewing & Editing Entry Details
Learn how to open a pipeline card’s detail panel, view all form field data, and edit entries inline directly from the pipeline board.

Moving Entries Between Stages (Drag & Drop)
Learn how to move pipeline cards between stages using drag and drop, and understand how stage changes update your Gravity Forms entry data.

Choosing: Sales Pipeline vs. Project/Task Pipeline
Not sure which pipeline type is right for your workflow? Learn the key differences between a sales pipeline and a project or task pipeline in Gravity Pipeline.

Setting Up Pipeline Stages (Column Headers)
Learn how to add, rename, reorder, and configure the stage columns on your Gravity Pipeline Kanban board.

Creating a Pipeline & Form Field Mapping
Learn how to create a new Gravity Pipeline board and map your Gravity Forms fields to pipeline columns and card display.

How to Install Gravity Pipeline
Learn how to download, install, and activate the Gravity Pipeline plugin on your WordPress site in just a few minutes.