Reorder email steps and manual tasks

Learn how to reorder unsent email steps and unfinished manual tasks.


Any unsent email steps and unfinished manual tasks can be reordered within a sequence by following these steps:

  1. Hover over the step or task in the sequence.
  2. Click and then drag and drop the step or task to where you want it and where you see the line bar appear.
  3. Once the step has successfully been moved, you will see a confirmation notice appear in the right-hand corner of your screen.

If the line bar appears in blue, this indicates that you can drag and drop the step or task to that section since the email step hasn't been sent or the task hasn't been finished yet. 

Note: It's recommended to rearrange the email steps and manual tasks in the correct order before launching the sequence. This can help avoid any issues after the steps have already been sent and the tasks have been completed.   

If the line bar appears in red, this indicates that you cannot drag and drop the step or task to that section since the previous email step has already been sent out or the task has already been finished.

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