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Process Steps (Smart)

In this section, you can create and configure process steps for Smart projects.

Step1.png

By default, you see a list of all steps. In columns, you can check the step's type, associated job type, CAT tool, and CAT tool step.

  • To add a new step, click the Add Step button. For details, see the Add a Smart process step guide.

  • To edit a step, click on its line. You will be directed to this step page described in the the Add a Smart process step guide.

  • To copy a step, go to this step page and click the Copy button in the top right-hand corner.

  • To delete a step, go to this step page and click the Delete button in the top right-hand corner.

You cannot delete steps that are currently being used in project templates.