Creating Steps on your Workflow

Modified on Tue, 10 Jan 2023 at 04:12 PM

This article will go through the process of creating steps for a workflow in Actionstep.


Creating Steps

Start by:

  1. Clicking on Admin.
  2. Click on the Matter Type tile.
  3. Select the matter type that you want to configure.
  4. Click on the Manage button in the workflow section.
  5. Click on the green Create new step button.Screen_Shot_2022-10-18_at_1.47.13_PM.png
  6. Enter the Step name (For example - Initial Consultation.)
  7. Click Save.



Multiple Steps

You can add multiple steps by switching the Create multiple steps button to "on". By selecting this you can create all of your steps in one go - speeding up the process.



Related Articles:


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article