video1.0<iframe src="https://www.loom.com/embed/90692fd39748430b87e0e1ca17cc7687" frameborder="0" width="1918" height="1438" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14381918Loomhttps://www.loom.com14381918https://cdn.loom.com/sessions/thumbnails/90692fd39748430b87e0e1ca17cc7687-eab5b3c97959e001-full.jpg637.918This Loom explains how to set up dashboards and phases in Folio. A phase is a set of columns tied to a specific workflow area, such as product specification, procurement, estimation, budgeting, client approval, and schedule, and a dashboard is the collection of phases shown via a dashboard drop-down. The creator demonstrates editing dashboards through a side sheet to rename dashboards, add phases, manage permissions, and drag and drop phases to reorder them. They also show creating a new dashboard, duplicating a phase from one dashboard, and moving it to another (for example, a budgeting phase).