Changing the status of steps

Activate, complete or cancel steps, set due dates, and optionally trigger a notification

 


 

Update step status

  1. While on a rundl, select the Steps tab.
  2. From the step list select a step you want to update. The step sidebar will open.
  3. From the step sidebar you can choose which status you want to update the step with.
  4. Once you have updated the status you can see this reflected on the step list.
  5. The status change is also reflected in the activity feed. 

 

 


 

Set a Due date

  1. You can set a step due date by selecting the Due date in the step sidebar.
  2. The due date will be tagged to that step in the list.

 


 

Notify participants

  1. You can choose to notify participants of any updates on that step.
  2. On a selected step, click to toggle Notify participants.
  3. Rundl participants will now be updated of any status updates for that step

 

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