timeline Phase Management
Configure workflow phases that perfectly match your business processes. Set up custom stages, define transitions, and establish business rules that ensure work flows smoothly from start to finish.
lightbulb What It Does
Think of phases like the stations on an assembly line, but for your business processes. Each phase represents a specific step in your workflow where particular work gets done, specific people are responsible, and certain conditions must be met before moving forward.
Phase Properties
Customize each phase with names, colors, descriptions, and visual indicators that make sense for your team.
Transition Rules
Define which phases can follow others, creating simple linear flows or complex branching workflows.
SLA Tracking
Set time limits for each phase with automatic alerts when deadlines approach or are missed.
Business Rules
Enforce data requirements, approval conditions, and validation rules before work can progress.
construction Phase Configuration
settings Phase Configuration Interface
Visual Customization
Choose colors and names that make sense for your business. "Under Review" can be orange, "Approved" can be green.
Responsibility Assignment
Assign specific team members, departments, or roles to each phase so everyone knows who handles what.
Business Rules
Set requirements for data collection, approvals needed, or conditions that must be met before moving forward.
device_hub Workflow Flow Types
linear_scale Linear Workflow
Simple sequential flow where work moves through phases one by one.
Example: Invoice processing where every invoice goes through the same approval steps.
account_tree Branching Workflow
Complex flow where work takes different paths based on conditions.
Example: Expense approval where different amounts require different approval levels.
access_time SLA & Timer Management
schedule Response Time Tracking
Set target response times for each phase and track how quickly your team responds to new work.
- check_circleFirst Response Time (FRET)
- scheduleResolution Time (REST)
- notification_importantEscalation Alerts
- report_problemSLA Breach Notifications
insights Performance Insights
Track team performance and identify bottlenecks with comprehensive timing analytics.
- analyticsAverage Time per Phase
- trending_upTeam Performance Metrics
- trafficBottleneck Identification
- assessmentSLA Compliance Reports
business_center Phase Management by Department
trending_up Sales Pipeline Phases
SLA Example: Respond to new leads within 2 hours, complete needs assessment within 3 days.
people HR Onboarding Phases
SLA Example: Complete onboarding within 5 business days, setup systems within 24 hours.
account_balance Invoice Approval Phases
SLA Example: Department approval within 2 days, finance review within 1 day.
star Why Phase Management Matters
Clear Visibility
Everyone knows exactly where work stands and what needs to happen next. No more "what's the status?" emails.
Process Consistency
Ensure every piece of work follows the same proven process, reducing errors and improving quality.
Time Management
SLA tracking helps teams meet deadlines and identifies bottlenecks before they become problems.
Smart Automation
Automated transitions and notifications mean less manual tracking and fewer things falling through cracks.