Reorder Procedure Steps

Step-by-step instructions: Change the order of Steps and Substeps
Updated 1 week ago

Portfolio Administrators and Leads may change the order of a Procedure's Steps. A Step's Substeps move with it.

View the Procedure's Steps, then move a Step in any of these ways:

  • Menu: right-click the Step and choose Move Up or Move Down.
    Step menu with Move Up and Move Down
  • Keyboard: select the Step and press Ctrl+↑ or Ctrl+↓ (⌘+↑ or ⌘+↓ on a Mac).
  • Drag and drop: drag the Step and drop it between two Steps to place it there, or onto a Step to make it a Substep of that Step.

Steps are renumbered automatically.

Related Articles

Overview

  1. Procedure Steps Overview

Step-by-Step

  1. Promote/Demote Procedure Steps
  2. Add Steps to a Procedure
Did this answer your question?