Create and Edit To do Steps

Steps

1. Create or open a To do Steps list.
2. Set the list title and optional introduction.
3. Optionally set estimated time and difficulty.
4. Edit the phase title and optional phase description.
5. Add, edit, reorder, or remove steps inside the phase.
6. Use Add Phase when you need another stage.
7. Add step details such as description, warning, image, video, notes, link, attachments, or a linked checklist when needed.
8. Select Preview or View timeline to review the structure.
9. Select Create for a new draft or Save for an existing list.

Cover image

The cover image is administrator-managed for ordinary users. A template-created copy may display an administrator-authored cover read-only. A manually created user draft cannot inject its own cover when the user does not have the cover-management capability.

Linked checklist

A step can optionally link to another saved Send Listy checklist. When that linked list is available, Send Listy can show its completion state and provide an Open Checklist action.