- To add a decision action step, click the Plans icon in the navigation bar, then click to open the plan you wish to edit.
- Click the Action Steps tab.
- Click Add.
- Select Decision in the Select Type dropdown menu.
- Enter the title and any descriptions.
- Select an alternative task, which are follow-up tasks based on how the assignee replies. A task will become available as an alternative once the decision action step has been added as a dependency to the task. Once the action step is saved, you can view these tasks in the Alternatives tab.
- Choose a user or role responsible for the decision in the Assigned To field. If you wish to send a notification to the assigned user or role, select the Automatically Notify Assignee When Assigned? checkbox.
- Enter a number in the Due (After Event Activation) field, then select a period of time from the dropdown menu.
- Click Add & Exit or Add & Continue.
