- Open the article in the editor
- Navigate to the article
- Open the editor
- Click File > Covert to Workflow
- Confirm that you want to change the article.
How to convert an article to a Checklist or Workflow
Updated on
Authoring Content
Find & Follow 8
Articles 15
- What is an Article?
- How to Create an Article
- How to Edit an Article
- How to Add Content to an Article – Overview
- What are Formatting Options Within an Article?
- How to Save Versions of an Article
- How to View Revisions of an Article (i.e. Differences Between Article Versions)
- How to View Different Versions of a Saved Article from Article Preview
- Overview of Editing Options in Articles
- How to Add Steps in an Article
- How to Add Sub-Steps to an Article
- Overview of Upgrading Articles and Courses from the Legacy Format
- How do I convert a legacy article to the new format?
- Adding an Image to the Editor and Annotating it
- How to Restore a Previous Version of an Article
Workflows 13
- What is a Workflow Article and What are Good Use Cases?
- Demonstration of Creating a Workflow Article
- How to Create a Workflow Article
- How to Convert an Article to a Workflow Article
- How to Convert a Workflow Article to an Article
- How are Workflow Articles Different Than Articles?
- How to Add a Question to a Workflow Article
- How to Add a Checkpoint to a Workflow Article?
- How to terminate a workflow (mark an answer or checkpoint as end of workflow)
- How to Add a Question Under an Answer in a Workflow Article
- Video Guide of Workflow functionality
- Can I Export or Print a Workflow Article?
- Fix when published workflow isn't showing all content at end of editor
Publishing/Unpublishing 5
Clarify AI 14
- What is Clarify AI?
- Overview of Using Clarify AI to Add Content to an Article
- How to Bring in Existing Content using Clarify Create (Word, Text, PDF)
- How to Create an Article using Audio and Clarify Create
- How to Transform Article Content to be More Actionable using Clarify Transform
- How to Transform Article Content to be More Foundational using Clarify Transform
- How to use Clarity Assist to Create Content from Nothing
- How to use Clarity Assist to Modify Existing Content
- How to use Clarity Assist to Translate Content into a Different Language
- What are Custom Prompts?
- Creating Custom Prompts
- How to upload an audio/video file to create an article
- How to Run Clarify Check
- Steps to optimize imported procedures using Make Actionable AI
Importing Existing Content 5
Formatting Articles 9
- How to Bold Text
- How to Italicize Text
- How to change Paragraph Styles (i.e. change the color of the section of text)
- How to Add Highlighting to Text
- How to Change the Color of Text
- How to Edit Tables Properties
- How to Edit a Cell in a Table
- How to make alternating colors of a table
- How to Manually Change Colors in a Table
Writing Articles 31
- How to link to a heading within the same article
- How to create a foldable section
- Add columns and rows to a table
- Adding file attachments to an article
- Overview of default Spell check
- How to add a misspelled word to the Dictionary to override Spell check
- Continue numbering from a previous text field
- How to Add a Checklist Item to an Article
- Create an Inline Link
- How to Create a Code Block
- How to add Code formatting to text
- Overview of Code format vs. Code block
- How to convert an article to a Checklist or Workflow
- How to Create an Article Template
- How to Apply an Article Template When Creating a New Article
- Create a Glossary
- Add a Hyperlink to an External Web Page
- How to Update/Edit a Hyperlink
- How to Enable Copy to Clipboard for a Paragraph Content Block
- How to Set a Default Article Template for a Site
- How to Hyperlink an email address in an article
- Spellcheck Not Working on Web Editor
- Error while saving article because link to article, chapter, or manual has been removed from site
- Add additional search terms to an article using the Author Action Panel
- Add additional search terms in Article Preview window
- Article Template vs PDF Template
- How to Remove Formatting for Any Type of Text
- How to set a default article template when creating new articles
- How to to link to another article within ScreenSteps
- How to link to another manual in ScreenSteps
- How to link to another chapter
Working with Images 12
- How do I select images?
- How to Add Images to an Article That are Saved on Your Computer (or External Drive)
- How to crop an image
- How do I Resize Images in the Editor?
- How to Move an Image to a Different Location in the Editor
- How to Edit the ALT Text for an Image
- What size screenshot should I get?
- How to add a GIF to an article
- Using the built-in screenshot tools in Mac or Windows to capture images
- How to rotate an image
- What to do if I can't Annotate an Image?
- Unable to see images in editor (Troubleshooting Guide)
Working with Annotations 6
- How to redact information (i.e. blur) in images
- How to add annotations to your images
- How to change the opacity of an annotation color
- Change text color, and font size/type of a text annotation
- Change the color and width of the text box annotation border
- What are the Formatting Options for Arrow Annotations?
Other Resources
- Getting Started
- Organizing ScreenSteps
- Managing Articles
- Working with a Team of Authors
- Customize Your Site
- PDFs
- Admin Tasks
- User and Group Permissions
- Authentication (SSO, SCIM, SAML, Usernames, Passwords)
- Accessibility
- Migrating from Legacy to New ScreenSteps
- Integrations
- Notifications
- Browser Extension (Contextual Help)
- FAQs
- Courses