Creating Activity Steps

Create steps to break activities down into their component parts.

To create steps:

  1. On the  Navigation Menu, expand  Projects and click Activities.
  2. On the Activities page, select an activity you want to break down into smaller parts and click the Steps detail window.
  3. In the Steps detail window, repeat the following for each step you want to add to the activity.
    1. Click  Add.
    2. Enter a value in the Step Name, Step % Complete, and Step Weight fields.
    3. Click Save.

Tip

  • You can also create steps on the Activity Details page of the Open Requests for Resources portlet of the Dashboards page.
  • You can also create steps by clicking "" Context and selecting Add.

Related Topics

About Steps

Working with Activity Steps

Configuring Activity Steps

Steps Section of the Activity Form Page


Last Published Wednesday, April 1, 2026