Adding Steps

Add steps to an activity to list the activities or the process used to complete an activity.

To add a step to an activity:

Select an activity.
On the Activity Details tab of the progress panel:
1. Expand the Steps section.
2. Select Add (Ctrl+Alt+A).
In the Steps dialog box:
1. Enter a name for the step.
2. Select Save (Ctrl+Alt+Enter).

Tips

If you do not see the Add button in the Steps section, then you do not have privileges to add steps to the activity.
To delete a step, select the step and then select  Delete (Ctrl+Alt+R).

Step me through...

Updating Progress on Steps

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Working with Steps

Working with Activities

Last Published Thursday, May 9, 2024