Use the step-by-step wizard dialog
Use the multi-step wizard dialog to review task information, move between steps, and complete or cancel the task.
This guide is designed for project manager.
Steps
Step 1: Open the wizard dialog
Open the wizard dialog from the main interface; the dialog appears with a title, optional task description, and a brand icon on the left.
Step 2: Review task details and IU cost
At the top of the dialog, review the task title, optional information popover, and any IU cost badge and pricing note before proceeding.
Step 3: Track your progress through steps
Use the progress indicator beneath the header to see which step you are on and how many steps remain in the wizard.
Step 4: Apply saved defaults and helper options
If available, adjust the saved defaults and review any helper banner shown above the main step content to speed up configuration.
Step 5: Work through each step of the wizard
Complete the content shown for the active step; when the body is overridden, focus on the provided non-input content or status screen.
Step 6: Move between steps using navigation controls
Use the Back and Next buttons in the sticky footer to move between steps; the Next button may be disabled when progression is not allowed.
Step 7: Complete or cancel the task
When you reach the final step, select the Generate button to complete the task, or choose Cancel or Close at any time to abandon the wizard.
Last updated: 2026-07-11