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Using the Steps Tab

Use the Steps tab to review existing activity steps and their status. You can customize the data columns on the Steps tab to display percent complete and user defined fields.

If you are the primary resource, you can report steps as completed and, depending on administrative and security settings, you can edit user defined fields (UDF) associated with steps.

  • To customize the Steps data columns, select a step row or the Steps tab name and press Shift F10+Enter.
  • To edit a user defined field, select the field and type new data.

Keyboard Tips: To clear all data in a selected field, press F2+Delete. For a date UDF, to display the calendar window, press Ctrl+F2.

Related Topics

Steps Field Definitions


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