Steps widget

The Steps widget is where your action plan lives. A Step is the top level of the hierarchy — it contains tasks, which in turn contain subtasks. Each is an action with its own status, assignees, dates, and dedicated sidepanel.

Use Steps to structure deal execution: onboarding, implementation plans, QBR follow-ups, mutual action plans.

Utilisez les Étapes pour structurer l'exécution d'un deal : onboarding, plans de mise en œuvre, suivis de QBR, plans d'action communs.

How to add

1. On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there.
2. Drag the Steps widget onto the target section.
3. Add your first step (title). Add tasks and subtasks as needed.

The selection pill — Steps controls

Click the Steps widget to select it. The pill is minimal — most editing happens inside each step's details sidepanel (see below):

1. 🌙 Dark mode — flips the widget's surface to a dark treatment for contrast against light sections.
2. Design (paintbrush icon) — opens the contextual Design panel (Layout & corners / Spacing / Background / Border / Effects).
3. ⋮ More — Duplicate · Delete.

Step-level attributes

Each step exposes the following attributes (edited in the step details sidepanel, opened by clicking the step):

• Icon — emoji or a custom number (replaces the auto-index)
• Title — the step's name
• Status — one of five values (see below)
• Assignees — one or more room participants (internal org members or external buyers), shown as avatars
• Start date — when the step begins
• Due date — when it's expected to be completed
• Reminder — preset or custom offset from the due date (e.g. 2 days before) — coming soon, not yet in production
• Visibility — Everyone / Private / Custom (per team or per participant) — see Controlling visibility

Absolute or relative dates

Start and Due dates can be set as absolute (e.g. Mar 15) or relative to another action's date (e.g. "2 business days after Step 3's completion"). Useful for re-using a template where moving the kickoff shifts everything else.

For the full breakdown — references, offsets, units, propagation — see Relative dates for steps, phases & milestones.

The 5 statuses

Each step, task, and subtask can be in one of 5 statuses, each with its own icon:

The status appears on the step itself and rolls up visually in the widget.

Status rolls up and down the hierarchy

• Child → parent (automatic): when every child action of a parent is marked Completed, the parent is automatically marked Completed too. A fully-completed set of tasks rolls the parent step to Completed without you touching it.
• Parent → children (on confirm): when you mark a parent as Completed, a popup asks whether you want to mark all of its children as Completed too. Click to confirm, or keep the children as-is.

Tasks and subtasks

Steps, tasks, and subtasks all share the exact same set of attributes (icon, title, status, assignees, start/due dates, reminder, visibility) and all open the same action details sidepanel. They're functionally identical — the only difference is nesting:

• A Step may contain tasks (it doesn't have to — a step can stand alone)
• A Task may contain subtasks (again, optional)
• A Subtask is the leaf level — it cannot contain further sub-subtasks

So you get up to three nesting levels: Step → Task → Subtask, but you only go as deep as you need.

Action details sidepanel (for steps, tasks, and subtasks)

Clicking any step, task, or subtask opens its details sidepanel. This is the workhorse surface where everything about that action lives. You can:

Edit the action's attributes

• Change status, title, icon, assignees, dates, reminder, visibility
• Toggle the completed state directly

Add widgets inside the action

A floating + button in the sidepanel lets you drop supporting content inside the action — not in a section, but inside the step/task/subtask itself. Supported widgets include Text, Document, Image, Video, Link, Contact, Field, and nested Task. Use this for briefings, supporting materials, or embedded references tied to the action.

Internal guidelines (org-only)

Click the bulb icon in the sidepanel header to add Guidelines — internal-only notes that are never visible to buyers. See Controlling visibility.

Comments & mentions

• Full threaded comments on the action (shown in a right-column panel when comments exist)
• @mention any room participant (internal or external)
• Check "Visible only to mentioned people" to restrict a comment to just the @mentioned set — see Controlling visibility
• Edit or delete your own comments

Attach an email to the thread

Next to the guidelines (bulb) button in the sidepanel header, there's an Attach email button. Clicking it copies a unique technical email address for this action. Forward any email to that address and the forwarded message (subject + body + sender) is attached to the action's message thread as a Katalyz comment — visible alongside native comments.

Use it to pull an external email conversation into the action plan without copy-pasting — reply chains from buyers, internal handoff notes, vendor confirmations.

Navigate down

• Click a task inside a step to open the task's sidepanel (with a breadcrumb back to the parent step)
• Click a subtask inside a task to open its sidepanel

Steps vs. Timeline

• Steps — ordered/sequential flow; no fixed time anchor required (though dates are optional)
• Timeline — time-anchored visualization of the same underlying steps/tasks; specific dates are the organizing axis

Many teams use Steps for the source-of-truth action plan and Timeline for a buyer-friendly visual. See Timeline widget.

Best practices

• 3–6 steps is the sweet spot for a top-level plan — fewer feels incomplete, more overwhelms
• Parallel phrasing — keep each step's title in the same grammatical shape (all verbs, or all noun phrases)
• Use tasks for the "how", steps for the "what" — the step is the milestone, the tasks are the work to get there
• Restrict internal-only actions — mark internal prep tasks as restricted instead of adding them to a hidden page; they stay inline with the plan for you while staying invisible to buyers

Related articles

• Timeline widget
• Controlling visibility — pages, sections, actions, messages & guidelines
• Introduction to widgets

Updated on: 18/06/2026