Re-order Workflow Task Steps

Tasks are automatically placed at the end of the list when created. These tasks can be reordered in the template.

  1. Access the Workflow Template list.
  2. Click the template name in which the task steps are to be re-ordered.

    Reorder Workflow Tasks

  3. Click Re-order Steps in the Task Assignment section.

    Reoder Workflow Tasks

  4. Enter a new number for the task in the Step column.
  5. Click Save.

See Also

Workflow Templates

View Workflow Templates

Create a Workflow Template

Add a Task to a Workflow Template

Edit the Workflow Template

Edit a Workflow Task

Delete a Workflow Task

Delete a Workflow Template

Push Workflow Tasks to Objects & Projects via Spreadsheet Upload