Rearrange a Step inside a Phase

You can rearrange the sequence of a Step by dragging and dropping it.

1. Click and hold [≡] button on Step box that you want to move.

2. Drag the Step box and drop it to the proper position.


Rearrange a Step to another Phase

A Step can be moved to another Phase as long as the Phase type matches with the Step type. The table below shows the

Step type

Phase type

Edit Step

Edit & Review

Edit Step (offline)

Review Step

Approve Step

Formal Approval

Sign Step


Deliver Step



Below Steps are fixed and cannot be rearranged:

  • Combine Step.

  • Edit Step inside Private External Phase.

  • Review Step inside Private External Phase.

Steps that are Completed or Active cannot be rearranged.