Estimated reading time: 4 minutes

Phases are one of the main items of your pipe. They represent a different step in your process and help you organize cards.

For each phase, you can set different forms, SLAs, assignees, and descriptions, everything you need to control your pipe, and increase visibility.

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 have to create phases of your own.

You can also move a phase from one position to another, and delete it as well.

Summary:

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. If you go advanced options, you'll be able 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)

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 it as we've previously seen.

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 needed.

Change phase's position

Move it to the right or to the left by clicking on the three dots button and selecting the direction.

Delete a phase

Click on the three dots button and select the Delete phase.

Before you do it, keep in mind that you will lose all cards, data, and previous settings once you delete a phase.

Join the Pipefy Community to share your questions, exchange ideas with other users, and take Pipefy Academy courses to learn more about other features of our platform.

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