If you have the required privilege, you can use Activity Step Details to
- add new steps
Right-click an activity in the Activity table. Click Steps. In the Steps dialog box, click Add a Step. Type a unique name for each step and specify a weight if necessary.
- add a predefined group of steps
Right-click an activity in the Activity table. Click Steps. In the Steps dialog box, click Add Steps from Template. In the Select Activity Step Template dialog box, expand the tree and choose the template you want to use. Click Assign, then click Close. You can assign multiple Activity Step Templates to a single activity, but you can assign only one template at a time.
- remove or revise a step, or report completed progress
- Select the step name to edit it.
- Select the step, then click Delete
to remove it.
For information about using step weights and step templates, see Activity Steps Overview.
Customize Step Details
To choose the detail columns that appear, click Customize. For example, if you want to record information in user-defined fields, you need to add the corresponding columns.
Tip: If no user-defined fields are listed in the Customize Columns window, none have been created.