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Phase Customization

  • Jun 19, 2020 8:28 PM UTC
  • 2 replies
  • 226 views

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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2 replies

Ricardo Palhares
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  • Pipefy Certified Partner
  • Answer
  • Jun 19, 2020 10:25 PM UTC

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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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 :)