How Do I Create a Pipeline View Template?

Last updated: November 6, 2026

Required permissions:

  • The Pipeline: Manage Views permission is required to create and share Pipeline View Templates.

Create a Pipeline View Template

  1. Go to Analyze --> Pipeline --> Templates.

  2. Click on + Create View Template.

  3. Click on the filter icon and fill out all filter fields that should apply to the Template.

  4. Click on Apply.

  5. If you're satisfied with the Pipeline View's output, click on Publish.

  6. Select which managers will have access to the Template.

  7. Click on Apply.

  8. Click on Save to save the Template.

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