How to add To Do steps to a demand board

See how to create To Do steps for your board according to your workflow and also how to edit existing steps

Topics

• Overview
• Setting up To Do steps

Overview

Each demand board created in your account can have its own workflow, with specific demand development steps. You can create and edit To Do steps as needed for your operation.

Setting up To Do steps

To add a new step to the demand board:

• Click the Add step button, located after the last step of your demand board.
• Enter the title of the new To Do step.

To change the identification color of the To Do step, rename, or even delete a To Do step from the board:

• Click the Horizontal menu button located next to the step title.
• Select the corresponding option in the menu:
  • Rename - To rename the step.
  • Change color  - To change the identification color.
  • Delete  - To delete the step from the board.

See also