<aside> ℹī¸ In order to perform the instructions, you need to be in the Process Designer section of a workflow.

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Add a First Step

Adding a first step can be done in two ways:

  1. Click on the + icon, located in the right corner of the process designer
  2. Double click on an empty space in the process designer work area

<aside> 👍đŸŧ A step will appear in the workspace. Mind that the first step will have a figure 1ī¸âƒŖ indicator as well.

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First step.gif

Select a Step for Editing

  1. Select a step for editing, and click on it.

<aside> 👍đŸŧ A dotted frame will indicate the selected step and the background will turn to yellow and the Editing pane will appear on the right side.

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Select Step.gif

Adding a sequence / connected step

  1. Click on the + sign on the bottom of the selected step

<aside> 👍đŸŧ A new step with connection appears

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Sequence step.gif

Basic step editing

Add Step Title

<aside> ℹī¸ Steps title will appear as the name of the step in the workflow.

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  1. Select the step to be edited
  2. Go to the Editing pane