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Editing a Step, Section or Task

There may be times when you need to edit the description of a Step, Section or Task added to the Workflow Diagram. This simple process is the same for each of the three levels of the Workflow Diagram.

  1. Open a previously added Step by selecting it from the left hand side of the screen;

  2. In the selected Step, identify whether you want to edit the Step, Section or individual Task description;

  3. Once identified, hover your mouse over the Step, Section or Task description/name until the Pen icon appears;

  4. Click on the Pen icon next to the Step, Section or Task description;

  5. Edit the name of the Step, Section or Task as required;

  6. Click on the Save icon.

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