Add fields to steps in a workflow

See also Add a field to a workflow in Manage workflows.

Add a default field to all workflows

1. Go to your avatar > Workflows.
2. Click Add Field under Step/Substep Field to add a field by default for every workflow.

   

3. Select a workflow.
4. Scroll to a step. Select options from the default field (such as Action Type).

   

   For the examples in this topic, the Article workflow has four steps. Assume the following.

   • Select Content Writing for the Create Content substep.
   • Select Content Writing for the Edit Content substep.
   • Do not select anything for the Brand Review step.
   • Select Approval for the Legal Review step.

Create a task and select the workflow

1. Click Add > Task.
2. Enter the Title of the task.
3. Use the Workflow drop-down list to select the workflow.

The workflow steps display. You can see the Action Type displayed for each step when you open each step.

Change the workflow step field label

You can change (or add) the step field label on a flexible workflow from a task. For example, the Brand Review step was not labeled in the previous example. To add or change the label, use the following steps.

1. On the step, select More (...) > Step Fields.

   

2. Select the field label from the field's drop-down menu.

   

Filter tasks by field type

1. Go to Plan > Calendar.
2. Select All Steps for View to make workflow steps visible on the calendar.
3. Open the Filters panel.
4. Click + Add Filters.
5. Select the field configured as the default for your workflows (Action Type in this example).
6. Select an option from the field. The calendar displays only the tasks with Content Writing Action Types (in Content Creation steps).