Previously: Users struggled to understand how to customize their start form and to find where to add a new phase, some of the key actions to customize their workflow.

Now: We've enhanced the "Create a card/record" button” for admin users with a popover that guides them to customize the start form in pipes and databases, simplifying the process customization. The "New Phase" button also has been redesigned to be more visible and provide better usability.

Why this change?
These improvements were based on feedback, data, and our dedication to making your platform navigation effortless.


Tip: Keep an eye out for the improved FAB (Floating Action Button) and Phases components when you want to streamline your workflow! You can access them by opening your pipe or database.
 

Feedbacks are welcome!