Add an Action Step Not Related to a Milestone

Generally, an action step should be related to a milestone; however, there may be times when you need to add an action step that is not related to a milestone.

To add an action step not related to a milestone:

1. 1 Go to the Milestones and Action Steps section of the case.
2. 2 Find the Action Steps table.
3. 3 Click on the add sign to the right of the Action Steps table.
4. 4 Type the title of the action step in the Action Step field.
5. 5 Note that the Type field is set to Training. All action steps you create will be training action steps.
6. 6 Click on the Note field and type any relevant notes.
7. 7 Select a target due date (hover over and click on the Target Due Date field, click on the calendar icon, and click on a date).
8. 8 Click on Save and Close at the top of the screen.