- How it works
- Tips & Best Practices
- FAQ
🛠️ How it works
Phases in a process board visualize the progress of a project. You can define, name, and sort them individually.
Create or edit phases – how to:
Access settings
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Go to the desired board (e.g., “Multi-Project Board”).
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Click the small arrow next to the board title.
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Select “⚙️ Settings” from the dropdown menu.
📸 Screenshot: Dropdown menu with “⚙️ Settings” highlighted
Open the phases section
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In the “General” tab, find the “Process Phases” section.
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You will see a table with all currently defined phases.
📸 Screenshot: “Process Phases” section highlighted with a red frame
Manage phases
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➕ Add a new phase (top right)
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✏️ Enter abbreviation and name
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🔼🔽 Move phases
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🗑️ Delete phases no longer needed
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Optional: Add “Phase outcome”
Save changes
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Click 💾 “Save” or “Save and close” in the top right corner.
ℹ️ Info
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Only team administrators and system administrators can create or edit phases.
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Each phase corresponds to a column in the process board.
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Changes to names or order take effect immediately in the board.
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Cards keep their position even if a phase is renamed.
✨ Tips & Best Practices
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✅ Use clear, self-explanatory phase names.
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📊 Use the outcome definition for evaluations and goal comparisons.
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🔁 Consistent phase structures across all boards make cross-team work easier.
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📌 Use the sorting function for a logical sequence (e.g., from “Planning” to “Execution”).
❓ FAQ
Can I change phases later?
→ Yes, changes are possible at any time.
Do cards stay in place when a phase is changed?
→ Yes, they remain assigned to the phase regardless of the name.
What happens if I want to delete a phase that still contains cards?
→ Cards must be moved to another phase first. A phase can only be deleted if it is empty.