FreshService uses several phases in the CM process.
Open
Planning
Waiting approval
Pending release
etc.
But I cannot figure out how to change these. I want Development, SIT, UAT, etc. Not the default ones. How do I add my own (custom) CM phases?
Answer
Setting up Change Management status (phases)
Best answer by Surbhi
Hi
In order to have more different phases, you will need to first create them under Status field in the ‘Change fields’ settings.
Admin → Field Manager → Change Fields
Post that, you will be able to define your workflow under the change Lifecycle settings.
Ref: https://support.freshservice.com/en/support/solutions/articles/236100-manage-your-change-processes-with-change-lifecycle
+3Hi
In order to have more different phases, you will need to first create them under Status field in the ‘Change fields’ settings.
Admin → Field Manager → Change Fields
Post that, you will be able to define your workflow under the change Lifecycle settings.
Ref: https://support.freshservice.com/en/support/solutions/articles/236100-manage-your-change-processes-with-change-lifecycle
Thanks! So simple yet I struggled for an hour and could not figure it out. I was looking to add new phases under Change Lifecycle itself.
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