Portfolio Administrators and Leads may add Steps to a Procedure. To create many Steps at once from an existing document, see Create a Procedure.
- View the Procedure's Steps, and select the Step the new one should follow.
- Press the Create Step button at the right of the list header.
- Type a concise verb-object name for the Step, such as "Assign computer", and press Enter.
Keyboard shortcuts
With a Step selected:
| Shift+Enter | Add a Step after the selected one |
| Ctrl+Enter (⌘+Return on a Mac) | Add a Substep of the selected Step, up to four levels deep |
Hover over the selected Step to see these and the other Step shortcuts.
For tips on naming and organizing Steps, see Procedure Writing Best Practices.
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Overview
Step-by-Step