Give each Step a concise name that says what work it does. Put any explanation unique to that Step in its detail, on its Guide tab, where it also appears on the Guide of every Task made from it. Portfolio Administrators and Leads may change Steps. For tips, see Procedure Writing Best Practices.
Rename a Step
View the Procedure's Steps, then do one of these:
- Right-click the Step and choose Rename, or select it and press Enter. Type the new name in the list and press Enter.
- Or select the Step and edit the name at the top of the detail pane.
Update a Step's detail
- Select the Step and press the Guide tab in the detail pane.
- Click in the editor at the top and type. Your text saves when you click outside the editor.
The detail uses the Rich Text Editor, which also underlines weak instruction wording and suggests stronger words. Below the detail, add reusable Resources.
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Overview
Step-by-Step
