Phases

You can manage phases in the Phases & Tasks tab as follows:

• To create a new phase, click the Create Phase button, specify a name, and save your changes.
• You can edit the name of the phase by clicking the “pencil” icon next to the phase.
• To delete phase, first remove its tasks then click the Delete icon.
  Note: If you create a phase with the same name as a deleted phase, the deleted phase is reinstated.
• You can reorder phases by clicking and dragging the icon next to the phase. You cannot move the first phase.
• You can also reorder tasks within a phase by dragging them. You cannot drag a task from one phase to another.
• Use the filters, such as Rules, Phase, and Name, at the top of the list of phases to show different views. Use the More button to select additional filters. You can deactivate a filter by clicking the x icon.
  Tip: To better visualize your playbook, select a rule in the Rules filter to show the tasks that are associated with the rule.