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.
Adding columns to your pipeline
Create a new column from the dropdown menu from an existing column header and select Insert new column:
Type of columns
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, Assigned To, Contacts and organizations, and Notes.
Managing columns
To edit your columns, navigate to the column manager from the 3-dot menu at the top right of your pipeline:
You can customize your columns by:
Renaming columns (only custom columns can be renamed)
Rearranging the column order
Freezing columns
Hiding columns
Note: You can customize your saved views to have different frozen, hidden, and column ordering that only applies to the saved view. However, the box view and sidebar view will always follow the same column ordering as the original pipeline.
💡 Pro Tip: You can hold the shift or ctrl (command for Mac) keys to select multiple columns at once to move, freeze, or hide columns in bulk.
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, click on the dropdown icon next to the column's name, and then select "Delete this column":
You can also delete columns from the column manager:
⚠️ 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", “Notes”, 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).