- Print
- DarkLight
- PDF
Article Summary
Share feedback
Thanks for sharing your feedback!
In a Planning workflow, the Actions button gives you the following options:
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.
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.
Bulk Update Steps
Quickly update multiple active steps: