How do I create a new Step?

Goal

This article will show you how you can add steps to an existing task. If you're a team leader and find that you want to add more direction to tasks that your team is responsible for completing, you have the option to add these steps to a task. Steps don't have to be marked as "complete" for a task to be marked as complete. They are more like guidelines to guide the individual on how to best complete the task. 

How Create a New Step

  1. Select the Task to open the Task Details drawer.
  2. Select the “Add a Step” link in the bottom right corner and type your Step in the box 
  3. Select the save button bottom of the slide out. 

When editing a step, you can reorder them by dragging the step up/down. Be sure to save your changes. 

Steps are limited to 200 Characters

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