Changing the status of steps

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

To update the status of a step:

  1. On your rundl dashboard select the "STEPS" tab.
  2. From the step list click the step you want to update. The step sidebar will open.
  3. You can choose to Open, Activate, Complete or Cancel a step.
  4. Toggle "Notify participants" to inform your participants of a step update.
  5. You can also set a step due date under due_date.jpg in the step sidebar. The due date will be tagged to that step in the list.
  6. Once you have updated the status you can see this reflected on the step list.
  7. The status change is also reflected in the activity feed. 

 

 

 

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