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What is a phase?
A phase is a step in the execution of a specific process inside Pipefy. In Pipefy's main view mode (Kanban), each phase is represented by a column with its name at the top.
It can also have a description, SLAs, assignees and much more info. To learn how to create a phase from scratch, click here. If you wish, you can customize the phase title with different colors and emojis, as you see in the purchasing process example below:
Cards move sideways through your pipe’s phases; you can do this directly inside the card options or by dragging and dropping the card to the phase you’d like it to be. However, remember that some phases may have restrictions set up, which means that specific criteria must be met for cards to be moved.
Just like the Start Form, a phase is made of fields you can reorder, edit, and customize to suit your process’s needs. While the phase represents a step in the execution flow, the fields represent the rules your team members must follow to execute a task.