Adding Worksteps

Worksteps can be added to a template or to a project. If you add worksteps to a template, the worksteps will be included in any projects you create from that template in the future.

Note: The instructions below are for adding individual worksteps. If you need to add workstep groups, see Creating Workstep Groups.

ClosedTell me how to add worksteps to a template.

  1. ClosedOpen the Templates list.
    • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
    • In Workstream. Click Templates in the Manage group on the Manage ribbon.
  2. Select a project template, and then click. You can also right-click and select Open from the menu.
  3. Click Worksteps on the navigation panel.

    Note: If Worksteps does not display on the navgation panel, then the project type used for the template is not configured to use worksteps.

  4. Do one of the following:
    • Create a new workstep. Click New on the button bar. You can also select a workstep and then click Insert to add a workstep after the selected workstep.
    • Copy an existing workstep. Select a workstep in the grid, and then click Copy on the button bar.
  5. Complete the information on the workstep tabs. Click a link below to learn more about each tab.
  6. Click OK.
  7. Click one of the ClosedSave buttons or Cancel.

ClosedTell me how to add worksteps to a project.

  1. Open the project profile.
  2. Click Worksteps on the navigation panel.
  3. Do one of the following:
    • Create a new workstep. Click New on the button bar. You can also select a workstep and then click Insert to add a workstep after the selected workstep.
    • Copy an existing workstep. Select a workstep in the grid, and then click Copy on the button bar.
  4. Complete the information on the workstep tabs. Click a link below to learn more about each tab.
  5. Click OK.
  6. Click one of the ClosedSave buttons or Cancel.