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Phase Customization


steveshaifer

I'm setting up a funding tracker.

Best answer by Ricardo Palhares

Hi @steveshaifer 

 

Yes it is. You can create, edit or delete phases clicking on the 3 dots next to the name on the phase. 

Take a look at the tutorial How to Edit a Phase or  go to Tutorials to find more information.

 

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Ricardo Palhares
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  • Pipefy Certified Partner
  • 64 replies
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  • June 19, 2020

Hi @steveshaifer 

 

Yes it is. You can create, edit or delete phases clicking on the 3 dots next to the name on the phase. 

Take a look at the tutorial How to Edit a Phase or  go to Tutorials to find more information.

 


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steveshaifer wrote:

I'm setting up a funding tracker.

 

@Ricardo Palhares To add to what you shared I think @steveshaifer should take a look at this pre-built template for Funding Tracker on our template store :) 

 

 


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