How to mark onboarding steps as private

Steps can be added to your process or to a live application

When to use private onboarding steps

Eg. Your team needs to fill out a form while managing client records, but you don't want to show it to your end-users. 

Adding private steps to a checklist

• Click on the Edit button in front of the line item and untick the 'Visible to end-user' checkbox

You will be able to upload files to private file requests and fill out private forms.