Planning Workflow Actions

In a Planning workflow, the Actions button gives you the following options:

• Add Step
• Order Steps
• Bulk Assign Steps
• Bulk Update Steps

Add a Workflow Step

How to Guide: How to Add a Workflow Step.

Order Workflow Steps

• You can reorder any workflow steps that haven't been completed.
  

• Use can drag and drop to reorder workflow steps or click the arrows to manually move a step up or down:
  

Bulk Assign Steps

• Assign multiple workflow steps at a time.
• Even steps that aren't open or steps that have been closed can be assigned.

Bulk Update Steps

Quickly update multiple active steps: