Planning Workflow Actions
  • 13 Oct 2023
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Planning Workflow Actions

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Article Summary

Planning Workflow Actions.png

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


Add a Workflow Step

Planning Workflow, Actions, Add a Step.png

How to Guide: How to Add a Workflow Step.


Order Workflow Steps

You can reorder any workflow steps that haven't been completed.
Planning Workflow, Actions, Order Steps.png

Reorder workflow steps.jpg


Quick Tip

If you start reordering workflow steps and change your mind, just click Cancel!


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.

Sprint 6, Bulk assign workflow steps.gif


Bulk Update Steps

Quickly update multiple active steps:
Sprint 6, Bulk update workflow statuses.gif