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    Add a Planning Workflow Step
    • 25 Oct 2023
    • 1 Minute to read
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    Contents

    Add a Planning Workflow Step

    • Updated on 25 Oct 2023
    • 1 Minute to read
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    Article summary

    Workflow Actions

    In the Planning Workflow, click Actions > Add Step:
    Planning Workflow, Actions, Add a Step.png


    Add a Step

    1. Search for the step you would like to add
    2. Click the search icon (or hit Enter on your keyboard)
    3. Select the step you would like to add
    4. Rename step (optional)
    5. Click Next
      Planning, Copy Workflow Step Module.png


    Quick Tips: The flexibility of the workflow

    Even if a workflow step has never been created, you can search for a step that is similar and then rename the step (for example, you could rename a "Legal Review" step to "Zoning").

    This can be useful if you need to add a new step to a workflow that you might only use a couple of times, but don't want to have an entirely new workflow created from scratch.


    Select Step Position

    Planning Workflow, Select Step Position.png


    New step is added

    Planning Workflow, new step.png


    You can still make adjustments to the workflow! You can delete the step and start over or re-order the step.

    What's Next