Estimated reading time: 2 minutes

Pipefy lets users add as many phases as they feel that are necessary to keep their processes running smoothly. They can also delete and reorder the existing phases to make them better suit their workflows.

To add a new phase, click on the three dots in the right side of the name of your phase, then select 'Create a new phase'.

Right after you do, a new screen will pop up asking what will the new phase's name be:

The first step for creating a new phase is giving it a name. Once you set a name for it, and you wish to add fields or change its position in your pipe - start editing your phase in the phase's settings. 

Did this answer your question?