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    Update a Planning Workflow Step
    • 13 Oct 2023
    • 1 Minute to read
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    Contents

    Update a Planning Workflow Step

    • Updated on 13 Oct 2023
    • 1 Minute to read
    • Contributors
    • Print
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    • PDF
    Article Summary

    On an open/active workflow step in the planning workflow:

    • Click the status name
      Planning, Workflow, Click Status Name.png


    Update Step Module .png

    • (a) Update the workflow status
    • (b) Assign or reassign the workflow step
    • (c) (Optional) Add a note that will be logged in the Step History (this is an internal note, not viewable by users in CommunityConnect)
    • (d) Add Email Notification
    • (d) View Step History
    What's Next