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Adding and Deleting Pipeline Columns
Adding and Deleting Pipeline Columns

Custom and Magic Columns let you track any type of information that is important and useful to you in your pipeline

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Written by Yen
Updated over a week ago

Pipelines, similar to spreadsheets, are made up of rows (boxes) and columns. Streak's templates provide you with a few columns to help get you started, but customizing those to match your process will help you and your team use Streak more effectively.

How to add?

Create a new column through the {+} button at the top-right of your Pipeline, or by right-clicking on an existing column header and selecting Insert Column.

What kinds of Columns are there? 

There are broadly three column types:

  • Magic columns – these are fields with data that Streak automatically records for you. There are over 100 types that reflect insights about your box that Streak derives from the data you've added to it, such as "Date of Last Sent Email", "Days in Stage" or even "Number of Tasks Due" for each box.

  • Custom columns – these are "basic" fields that allow you to organize and record any kind of information you want. These could come in the form of text boxes, date fields, checkboxes, or even formula fields.

  • Foundational columns – these are the basis of every pipeline and cannot be removed or renamed. Foundational columns are: Name, Stage, and Notes.

Why have Columns? 

After you add a new column, these fields will also appear in a few places:

  1. In the sidebar when viewing emails that have been added to the Pipeline

  2. When viewing a Box in that Pipeline 

Deleting Columns 

To delete a column you will need to be an "Admin" on the pipeline. To delete the column, go to the pipeline view and click on the dropdown icon next to the column's name and then select "Delete This Column" (see GIF below). 

Note: Deleting a column will delete all of the data within the column so be sure you don't need access to that column's data before deleting.

Some columns are not permanently deletable, including the "Name", "Stage", "Assigned To", and "Contacts and Organizations". They can be hidden instead from being visible from inside the pipeline (hiding does not delete the data inside the column).

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