Right click step menu

Manifestly provides a right-click feature to quickly manage steps and headers while you’re working on a run. You can access common actions for a step, or manage entire sections by right-clicking headers.

Step Context Menu

Access the step context menu by right-clicking anywhere near a step. The menu includes the same actions you see in the step actions panel on the right.

  • Assign the step
  • Set the due date
  • Tag the step (e.g., add an Urgent tag)
  • Skip the step

Example: Right-click a step and tag it as Urgent by selecting the Urgent tag from the menu.

Header Context Menu

You can also bring up a context menu by right-clicking a header. The header menu provides the same set of actions as the step menu, applied to the entire header section.

  • Complete the header
  • Skip the steps in that header
  • Collapse the section

Note: The header menu includes the same actions available for steps, giving you a quick way to manage sections as you work.

Quick Tips

  • Right-click anywhere on a step to quickly access step actions while working on a Run.
  • The step and header menus share the same actions for consistency and speed.

Watch the Video

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