Navigating the StepWise Interface
Last updated July 19, 2024
The StepWise interface is designed to be user-friendly and intuitive, allowing you to easily manage your workflow automation. Here's a guide to help you navigate the platform:
Interface Navigation
- Main Menu: Located at the top of the screen, the main menu provides access to all core functionalities like Projects, Workflows, Integrations, Reports, and Account settings.
- Side Navigation: The side navigation panel typically lists your projects, workflows, and other key areas, providing quick access to the information you need.
- Search Bar: Use the search bar to quickly find specific projects, tasks, or workflows within the platform.
- Project Dashboard: Each project has its own dedicated dashboard where you can view project details, tasks, milestones, and progress reports.
- Workflow Builder: Access the workflow builder to design, edit, and manage your automated workflows. You can add steps, conditions, and integrations to create sophisticated automations.
- Help Center: Access the StepWise help center directly from the interface to find useful resources, guides, and FAQs.
With this basic knowledge of the StepWise interface, you can effortlessly navigate the platform and manage your workflow automation effectively.
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