Set Titles & Descriptions

Context can be crucial if other members of your team are looking at workflows. The following title does not give many contexts to the function of the workflow.

Workflow Titles

Within your workflow, there is an option to adjust the title of each step. This is oh so helpful at placing a clear and purposeful title to each step. Your future self will thank you for adding a descriptive title so you won't have to dig into the details later.

Let's fix it! Click the title of your workflow or the Dashboard to bring up the Manage workflow details options to make changes.

Enter your new workflow name and select Save Changes. Whoa, this is a much better title!

Workflow Descriptions

But wait, you can add more context! You can adjust the description in the Manage workflow details of your workflow. While you're updating that workflow name, in the same box find the Description field. The text can describe the goal, the steps, or anything else that is helpful to note.

Hit Save Changes and your new description will appear on the right-hand side of your workflow Dashboard page in the Details section.

Step Titles

Within your workflow, there is an option to adjust the title of each step. This is oh so helpful at placing a clear and purposeful title to each step. Your future self will thank you for adding a descriptive title so you won't have to dig into the details later.

To add a new step title description, select the Settings section within the step. Next, add your updated or new title in the Description box and Save. Bravo, you have a descriptive title for your step!