About Steps

You can access your step programs under: People > Engagement > Steps. This is also where you’ll go to create new programs, which we’ll cover later in the Editing Step Programs section.

  1. Name - The name of the step program.
  2. Category - Categories are a great way to group and organize your programs. You can view and manage step program categories from Admin Tools > Settings > System > Category Manager using the Step Program entity type.
  3. Step Types - A count of all step types, either active or inactive, included in the program.
  4. Steps Taken - A count of all completed steps for all individuals in the program.