Moving or inserting tasks at another level

With the Visualizer, you can move or insert tasks to different levels. Workflow items are displayed with an item number and item name: #<Item Number>: <Item Name>.

To move or insert a task at another level:

  1. From the Workflow Channels list, select an entry.
  2. Click Visualize.
    The visualize window opens showing the items graphically, with parent and any child items.
  3. Click (Move Workflow Items).
    The function activates, showing a shaded background.
  4. Hover on an entry to view the description.
  5. When ready, click an entry and drag to a new location. The new location turns a darker shade within the block to which you are moving the entry.



  1. When ready, click Save.