Make Workflow Edits Faster with Right-Click Actions

Managing your workflows should be simple and efficient, especially when you’re busy running your business. Imagine having quick tools right where you’re working, so you can make changes fast without extra clicks or searching through menus.

📌 Why This Matters

When you’re updating processes or automating tasks, every click adds up. Having key action options directly at your cursor means less time navigating complicated menus and more time focusing on what matters—serving your customers and growing your business.

✨ What’s New

  • Right-Click Quick Menu: Access common tools like copy, move, delete, and notes by simply right-clicking on any action.
  • Bulk Actions: Choose to apply actions to a single step or all steps from that point onward, saving lots of editing time.

Quick action menu preview

🛠️ How to Use It

  1. Step 1: Right-click on any action block within your workflow.
  2. Step 2: Select what you want to do from the quick action menu—copy, move, delete, or add notes. You can choose to apply these to just one action or several actions starting from the selected point.
  3. Step 3: Keep building your workflow without interruptions or extra navigation.

💡 Pro Tip

Using quick right-click actions to edit workflows saves you valuable time so you can respond faster to customer needs and keep your business running smoothly.

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