Pipelines & automations
The Settings → Pipelines & Automations entry sends you to the full-screen Pipeline Builder — the dedicated place to define how engagements progress through your firm. Stages, blockers, auto-advance rules, gate modes — all live there.
This page exists to point you in the right direction.
What pipelines do
A pipeline is the stage definition that drives your workflow board. Every engagement belongs to a pipeline. The pipeline says what stages exist, what blocks an engagement at each stage, and what moves it forward automatically.
Without a pipeline, the workflow board has no columns. Without stage definitions, Assure Pro can’t tell you what’s next.
Opening the Pipeline Builder
From Settings → Pipelines & Automations in the sidebar, you’ll land on the Pipeline Builder. The editor has:
- A pipeline list on the left.
- A stage editor on the right.
- Drag-and-drop stage ordering.
- A gate-mode toggle (strict, flexible, or none).
- Blocker rules per stage.
- Auto-advance rules per stage.
Deeper coverage of those concepts lives in Engagements & workflow and the related guides.
Why the settings entry sends you elsewhere
The Pipeline Builder needs the full screen to be usable. Putting it inside the narrow Settings shell would crowd it.
The Settings entry exists so people who think “where do I configure pipelines?” find it under Settings → Practice and get routed to the right place.
What you can’t set here (and where to set it)
| Setting | Where it lives |
|---|---|
| Default pipeline per return type | Not yet — engagements pick a pipeline when they’re created |
| Auto-assign a pipeline during onboarding | Onboarding defaults (roadmap) |
| Per-stage default assignee | Inside the Pipeline Builder itself |
| Stage colors | Inside the Pipeline Builder itself |
Permissions
| Action | Required |
|---|---|
| Open the Pipeline Builder | View pipelines |
| Create or edit pipelines | Edit pipelines |
| Delete a pipeline | Delete pipelines |
Next
- Engagements overview — what pipelines are for.
- Pipeline stages & gates — strict, flexible, and none modes.
- Auto-advance & blockers — automation rules per stage.