How to Create a Step for a Workflow

Create Steps for Print Jobs and Non-Print Jobs to move through within an assigned Workflow. Steps are assigned to specific Stages, and Stages are assigned to specific Workflows. You can move jobs through Steps within the Job Board (found within the Boards section and within the Job Board tab in Orders).

Table of Contents

(1) Navigate to Configuration > Workflow Editor > Steps
(2) Click "+ Add"
(3) Provide information within the Step settings
(4) Click "Save"
(5) Assign Steps to Stages

(1) Navigate to Configuration > Workflow Editor > Steps

(2) Click "+ Add"

(3) Provide information within the Step settings

Field	Description
Name	This will be the name displayed for the Step within the Workflow the Step belongs.
Description	This will be a description of the Step that is visible within the Step settings.
Assigned to	You can choose to assign a Step to one of your Users. When a User is assigned to a Step, that User will be automatically assigned to whichever job is on that Step as the job moves through its assigned Workflow.

(4) Click "Save"

(5) Assign Steps to Stages

-To see how to assign Steps to Stages, see How to Create a Stage for a Workflow