Who can access this feature?
All pipe members and admins can create, edit and delete phases.
Available to all plans.
Before you start
Make sure you know what is a phase form, and that you are familiar with field types.
Summary:
What is a phase?
All pipes have phases, which represent a different step in the process, and help to organize cards.
Every phase contains fields you can edit, order, and customize to suit your process’s needs. Is possible to fill them by yourself, or ask your stakeholders to do it.
You can also set specific assignees, descriptions, and alerts for each phase.
If you are using one of Pipefy's templates, it will come with pre-defined phases that can be edited at any time.
But, if you are building a pipe from scratch, you must create phases of your own.
Create new phases
If you're starting your pipe from zero, click on the New phase.
Give it a name, and then click on the gear button to edit and insert its fields.
To add a new phase between phases, hover the cursor and click on the plus sign button.
Give it a name and start editing it by adding fields, conditionals, and advanced options if you need to.
Edit pre-existing phases
Open the pipe, hover the cursor over the phase you want to modify, and click on the gear button.
In the phase editor, you can add, change or delete fields and set up field conditionals.
To edit a phase's description in a pipe, click on its name, change the text and click on enter on your keyboard to save it.
Advanced options
Inside the phase editor you find advanced options to:
Customize the phase's name, color, and description
Set it as the end of the process, so once cards get there, they'll be considered complete.
Allow people creating new cards in this phase
Define assigness, the people in charge of tasks in that phase
Specify alerts in cards (SLAs)
How to move a phase
To change its position in the pipe, click on the three dots button and select the direction.
There are no restrictions to move phases through the pipe, but you can limit cards' movements.
Delete a phase
Click on the three dots button and select the Delete phase.
Attention: before you do it, keep in mind that you will lose all cards, data and previous settings once you delete a phase.
Share a phase form
If you need to collect more information from stakeholders while the process is on the go, you can share the phase - in the shape of a form. That means a form phase.
When people fill out the form and submit it to your process, the phase automatically updates with their information. It's especially useful in workflows that demand interactions with many stakeholders, such as approvals, for example.
To ensure only the right people have access to your form (therefore, submit inputs to your process), they must go through an authentication process.
Join the Pipefy Community to share your questions and exchange ideas with other users, and take Pipefy Academy courses to learn about process management.
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