Estimated reading time: 2 minutes
Everything you see in a start form or in a phase (instructions, radio buttons, checklists) they’re all fields, and you can create and edit as many fields as you need to standardize your process.
Attention! Only pipe administrators have access to the form/phase settings to edit the existing fields and add new ones.
The fields represent your process’ execution rules, what each of your team members need to do at that specific stage of your process before moving the card on to the next phase.
You can use the different types of fields to give instructions to your team members on what they need to do in this phase, ask for mandatory information before the card can be moved to the next phase, select who to assign the activity to, etc.
This will ensure a standard pattern of execution in order to prevent misunderstanding among team members, mistakes and inefficiencies.