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Add a step

To add a step and choose its type, see Create a step.

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Copy a step

In the Add Step dialog, open the Add Existing Step tab and type the name of the step you want to copy into the Search steps… box. ION fetches existing steps that match, along with the procedure each will be copied from. Click a result to copy it into the procedure. You can also duplicate a step in place. Hover over a step in the step list, open its … actions menu, and choose Duplicate.

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Nest child steps

Create child steps by hovering over a step, opening its … actions menu, and choosing Add child step, or by dragging an existing step under another step.
Steps can be nested up to five levels deep.
Steps show the number of child steps they have on a badge next to the step title. Click the badge to expand or collapse the child steps.

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Reorder steps

Use the drag handle on the left side of each step tile to reorder steps. Watch the walkthrough

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Tag a step’s location

Set a step’s location from the Location field when creating the step, such as “Testing Lab” or “Paint booth 1”.