Complete a wizard step
Use the wizard step layout to review required information and move smoothly through a multi-step setup or handover process.
This guide is designed for project manager.
Steps
Step 1: Review the step header
Read the step title and description at the top of the page to understand what information you are expected to provide before continuing.
Step 2: Check the fields shown in the grid
Review the fields displayed in the grid layout, noting which ones are marked with a red asterisk as required for this step.
Step 3: Enter or confirm field values
For each visible field, confirm that any pre-filled values are correct or enter new information where needed, using the provided input controls or pickers.
Step 4: Adjust repeatable groups if available
Where repeatable groups are shown, add, edit, or remove grouped items so that all relevant entries are captured for this step.
Step 5: Review validation messages
If validation messages appear beneath fields or in the inline summary, update the highlighted fields until all required information is complete.
Step 6: Navigate using Back, Skip, or Continue
Use the Back button to return to the previous step, Skip to move past an optional step, or Continue to proceed once you are satisfied with the information entered.
Last updated: 2026-08-18