Set up the end of the process

Centralize your process outputs in a phase of your choice without losing information.

Grazi Sabatini avatar
Written by Grazi Sabatini
Updated over a week ago

Reading time: 2 minutes

The end of the process is represented by a phase of your choice.

As the cards with your requests, demands, and tasks (or anything you manage) arrive at this phase, they're completed.

You can set more than one phase at the end of the process. It depends on how you structure your workflow.

For example, when a request is moved to the phases Done or Archived in an IT Service Desk, they're considered complete.

When cards are moved to the end of the process, they become inactive and can't be moved forward.

But, you can always move them back to previous phases if you need to work on them again.

How to set up the end of the process?

You can define the end of the process by creating a phase or editing an existing one.

Creating a phase

In the pipe, select New phase.

Then, give it a name and check the option Set this phase as an end of the process.

As you Save it, the phase will be created already as the final one.

Editing a phase

Press the three-dot button next to the phase's name.

Then, on Advanced options, select the option Set up as an end of the process.

As selected, a checkmark icon will appear next to the option. It means that it's now the end of the process.

You can repeat this procedure if you don't want this phase to be the end of the process anymore.

Advanced settings

It's also possible to do this by selecting the gear icon next to the phase's name.

Then, choose Advanced options.

On it, you can click on the checkbox to Set this phase as an end of the process.

Then, Save.

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