Adding Steps to Tasks

A task is a tree of steps, shown on the left of the Authoring view. Each step is one thing the Technician reads, answers, or does.

Follow these steps to add a step:

1. Select the task's first, empty step and enter a Title that says what the step does. Click Save.

   

2. To add the next step, click + in the tree, type into the Title field, and press Enter — the step is saved and the next title is ready to type. Entering the whole task as titles first captures the outline of the work; the details come after.

   

To reorder steps, drag a step to its new place by the four-dot handle. Steps can be dragged within a branch or level, not between them.

Info Only and Headless

Two toggles at the top of the Content tab, in Default view, change how the step is presented:

A Step's Tabs

Everything else about a step lives in its tabs: Content holds the instructions the Technician follows, Data holds the feedback variables that make a step collect input, and Info holds the step's behaviors and metadata — see Configuring Step Attributes.

The Step Menu

The vertical ... menu on a step holds the management options:

• Delete — removes the step.
• Publish / Unpublish — an unpublished step is not used, and shows with a light red background and a dot.
• Copy URL — copies a link to the step. Large tasks are rarely written alone: send the link to another expert to fill in their part. They need an InSkill login, of course.
• Copy Step — copies the step to the clipboard as JSON, for Add New > Paste Step to recreate it elsewhere.
• Add New > Subtask — inserts a step that runs another task.
• Add New > Paste Step — inserts a copied step after this one.