There may be times when you need to edit the description of a Step, Section or Task added to the Workflow. This simple process is the same for each of the three levels of the Workflow.
- Open a previously added Step by selecting it from the left hand side of the screen;
- In the selected Step, identify whether you want to edit the Step, Section or individual Task description;
- Once identified, hover your mouse over the Step, Section or Task description/name until the Pen icon appears;
- Click on the Pen icon next to the Step, Section or Task description;
- Edit the name of the Step, Section or Task as required;
- Click on the Save icon.
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