Instruction sets allow you to add a group of several instructions to an event at once. This can be helpful when you have a group of instructions that are usually added to an event together or may have pre-filled descriptions.
- When adding detail in the instruction description field, either manually type the info or paste as plain text (Ctrl + Shift + V on PC or Cmd+Shift +V on Mac). When you copy from Microsoft Word, Google Docs, and other word processors, additional formatting is included which will impact the instruction when pulled into template documents.
- Make sure you don't have any hanging or trailing spaces or returns. These can cause extra lines to appear before or after your instruction description.
To edit an instruction set:
- Click on your name in the upper-left corner and select Inventory & Prices.
- Click Instruction Sets.
- Click the instruction set you want to edit to open its slider.
- Click the edit pencil icon.
- Edit the title and description.
- Tables and images are not supported for instructions.
- Rich text formatting will display on the Operations Daily View.
- Click Add Instruction in the category where you want to add an instruction. A title is required.
Reorder instructions by clicking and dragging the icon.
Be sure to set the order of the instructions here. They cannot be reordered on the event.- Click the red trash can icon to remove delete an instruction.
- When you are finished, click Save.