Can Steps in a Timeline Be Skipped?

Yes, active steps can be skipped in a timeline.  They can only be skipped by the user assigned to that step.  To skip a step:

  1. Go to the Record page.
  2. Click on the step you'd like to skip.
  3. Click on Skip on the right side.
  4. Click Skip to confirm.

 

Once a step is skipped, it will have a grey arrow pointing down.

 

Please note: Steps that aren't active or complete can be delete.  For instructions, please see: Can Steps in a Timeline Be Deleted?

 

 

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