Managing Project Worksteps

The General section sets general workstep information that does not belong in any of the other sections for the project tasks to be performed.

To manage workstep general information, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream.
2. Open a workstep view that includes the worksteps you want to work with.
3. Select one or more worksteps in the grid, and then click in the Edit group on the Home tab or right-click and select Open > Worksteps from the menu.
4. Select the General tab.
5. Enter general information about the workstep you selected.

   Component	Description
   ID	If the workstep was already created at the project type or template level, the ID displays. Otherwise, enter an ID for your workstep.
   Complexity	Select the appropriate level of complexity for the task to be performed. See Setting Up Complexity Levels for the Firm for information on setting up complexities.
   Name	Displays the workstep description. You can edit this name if needed.
   Priority	Select the appropriate priority for the task to be performed. See Setting Up Project Priorities for the Firm for information on setting up priorities.
   Link Location	Add a link to a file for the workstep. A linked file could be a tax return, a binder, a trial balance, an Excel spreadsheet, or other document. Click or to remove or change the link location. You can search for the link location by clicking. You can also click in the grid and manually enter a location.
   Nickname	Enter the nickname of the link, if preferred.

6. Click OK.

Note: You can also update workstep IDs or names using update multiple. See Managing Worksteps for Projects for more information on editing multiple worksteps.