Setting General Information for a Workstep in a Project Template

You can manage the identifying information, complexity, and priority for a workstep on the General tab of the Workstep window.

You can also add, edit, or delete linked files for the workstep. A linked file could be a tax return, a binder, a trial balance, or other document.

Note: The complexities and priorities that are available in this window are set up at the firm level. See Setting Up Complexity Levels for the Firm and Setting Up Project Priorities for the Firm for more information.

To manage general information for a workstep, do the following:

1. Open 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. The window displays a grid listing the worksteps in the project template.

   Note: If the Worksteps option does not display on the navigation panel, then no worksteps have been set up for the template.

4. Select the workstep you want to edit.
5. If the workstep detail tabs do not display at the bottom of the window, click Show Details to display them at the bottom of the window.
6. Click the General tab in the workshop details section at the bottom of the window.
7. Enter or edit general information about the workstep as needed.

   Component	Description
   ID	If the workstep was created at the project type or template level, the ID displays. Otherwise, enter an ID for your workstep.
   Name	Enter a description for the task to be performed.
   Complexity	Select the level of complexity for the task to be performed.
   Priority	Select the appropriate priority for the task to be performed.

8. If needed, add, edit, or delete a linked file.
   • Link a file to the workstep.
     1. Click in the grid at the bottom of the window.
     2. Navigate to and select the file to link.
     3. Click Open.
     4. If needed, enter a nickname for the file.
   • Edit a linked file.
     1. Click Edit.
     2. Edit the link location as needed.
     3. Edit the nickname as needed.
   • Delete a linked file.
     1. Click Delete.
     2. Click Yes.
9. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.