Skip to main content
Solved

Phase Customization

  • June 19, 2020
  • 2 replies
  • 177 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.

 

    Lucas Democh
    P
    dgodfrey

    2 replies

    Ricardo Palhares
    Forum|alt.badge.img+7
    • Ricardo Palhares
    • Pipefy Certified Partner
    • Answer
    • 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.

     

    Ricardo Palhares | Transformação Organizacional
    F
    Ezequiel Souza
    dgodfrey
    F
    Pipefy Staff
    Forum|alt.badge.img+5

    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 :) 

     

     

    Big things, start small!
    belsalemme
    Ricardo Palhares
    dgodfrey
    Terms & ConditionsCookie settingsAccessibility statement