- Click on the gear icon in the upper right corner
- Go to 'Settings'
- Click on 'Procedures' in the left menu
- Navigate to the procedure you want to edit
- Click on 'Add new step'
- Fill in the name of your new procedure step and define after how many days (based on D.I.P.) it should be executed.
Select the type procedure you want to initiate during this procedure step.
- Click 'Save'
View our related article: Which types of procedure steps can I use?