Overview

In this article, you will learn how to add or delete activities within your company's workflow.

Your company's submittal workflow settings are located within the main Settings screen under the Submittal Workflow link. Note: The options available in the Settings screen may vary depending on your currently assigned security role.

To add an activity to your workflow, select the Activity Types tab and then the Add Activity Type button. This action will open a modal window where you can name your new activity as well as configure which submittal statuses this new activity will be available for.

Enter your activity's details and select the Save button to apply the changes.

To delete an activity, select the Delete button within the activity's row. This will open a new window where you must select another activity to replace the historical data of the soon to be deleted activity.

Make your changes and select the Save button to confirm.