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Add a Step

Add a Step from another Step

1. Click [>] button of a Step box.

2. Click [Add Step] option.


Add a Step from a Phase and Flow line

Available when the intersection of a Phase and a Flow line is empty.

1. Click [+] button on the Flow line.


Available Step in a Phase

Depending on which Phase you are working on, the Step can be different. The table below shows the available Steps for each Phase.

Type of Phase

Available Step

Edit & Review

  • Edit Step

  • Edit Step (offline)

  • Review Step

Formal Approval

  • Approve Step


  • Sign Step


  • Deliver Step


  • Combine Step

Private External

  • Edit Step

  • Review Step

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