Add Steps to a Procedure

Step-by-step instructions: Create Steps and Substeps in a Procedure
Updated 1 week ago

Portfolio Administrators and Leads may add Steps to a Procedure. To create many Steps at once from an existing document, see Create a Procedure.

  1. View the Procedure's Steps, and select the Step the new one should follow.
  2. Press the Create Step button at the right of the list header.
    Create Step button in the Step list header
  3. Type a concise verb-object name for the Step, such as "Assign computer", and press Enter.

Keyboard shortcuts

With a Step selected:

Shift+EnterAdd 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.

Related Articles

Overview

  1. Procedure Steps Overview
  2. Procedure Writing Best Practices

Step-by-Step

  1. Update Procedure Step Name or Detail
  2. Reorder Procedure Steps
  3. Promote/Demote Procedure Steps
  4. Delete Procedure Steps
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