1. Navigate to Procedure Steps and Substeps, and press the right-facing caret to the right of the Procedure title.

The Procedure title will now be at the top of the List pane, and Procedure steps will display below the Procedure title.

2. Press the right-facing triangle to the left of the Step title, to Open Substeps 

Substeps then displayed below the step and the triangle to the left of the step turns downward to indicate that the step is in "open" mode. 

Promote or Demote a Step or Substep

Follow the onscreen Step Shortcut instructions.

1. Select the Step or Substep you want to indent or outdent.

2. Hold the control/command key down and use the keyboard arrows to move Steps or Substeps up or down a level in the checklist hierarchy.

Related Articles

Add Steps & Substeps to a Procedure
Reorder and Rename Procedure Steps and Substeps

Delete Procedure Steps and Substeps

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