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Add a Step: By clicking on the plus icon (+), you can create a new row below your steps and add details of the new step.
Attach Files: To attach documents/images at the step level, click the Attach File icon from the ellipsis. A dialog box opens, allowing users to attach or upload new documents for the selected step. Find more details here.
Link other case: To link another case, first click the plus icon (+) to create a new row. On the new row, click the link case icon from the ellipsis. In the modal that opens, you can search for the case to be linked with the help of a key/ title or using any of the filter options.
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The final deletion happens with the click of Save or click of Save & Close. Users can delete a linked case of another project even if they don't have access to the actual linked case. |
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Step 4: Finally, click on the Save & Close button.
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