Adding Steps

Add steps to a task to specify the activities or process required to complete it.

To add a step to a task:

1. On the Task List, tap the task you want to update.
2. Tap Steps.
3. Tap Add Step.
4. Tap the Name field and enter a name for the step.
5. Tap Done.
6. Tap Save.

Tips

• Step names must be unique.
• If you do not see the Steps option on the task details page, or if you do not see the Add Step button on the Steps page, then you do not have privileges to add steps to the task.