How to edit a phase

Last updated: June 26, 2026

Overview

Making edits on a phase can include adding new tasks or a simple rename action on the phase name. To edit a phase, follow these steps:

Editing phases

Step 1. Once the phases are added to the workflow, their names can be edited within the workflow studio. To rename a phase, click the edit icon next to the phase name.

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Step 2. Edit the phase name to rename and proceed. Followed by the phase changes, the respective tasks can also be edited.

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Click here to know how.