Now let's set up the individual steps in the workflow.
- Change the Step Name from “Step 1” to “Employee”.
- Click the blue + button twice. Change the step names from “Step 2” and “Step 3” to “Manager” and “Finance”, respectively. The screen should look like the image below (click the image to zoom).
- Click Finish.
| Tip |
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Both steps are assigned to your email address by default. We'll leave them as is for now. You can also route workflow steps to users or roles. |