Quick steps are ribbon buttons that allow you to wire new or existing workflows into a list or library so that you can quickly perform actions on selected items. If you are familiar with creating Quick Steps in SharePoint 2010, you will not notice much of a difference creating them in SharePoint 2013.
Note that you need SharePoint Designer in order to create a new Quick Step. SharePoint Designer is a free download from Microsoft.
Here is how to create a new Quick Step to a SharePoint Designer Workflow:
- Navigate to the library that needs a new Quick Step.
- In the ribbon, click the Library tab (see Figure 1).
- In the library ribbon, in the Customize library section, click the New Quick Step button (see Figure 2).
Note: This will open the current site and the current list in SharePoint Designer 2013.It will automatically provide you with the “Add a Button” dialog.
- In the “Add a Button” dialog, choose Start a new workflow.
Take note of the option Start an existing workflow.
- In Platform Type, choose SharePoint 2013 Workflow.
- In Button Label, choose the words that will appear on the ribbon as part of the Quick Step. This should be brief and descriptive, such as “Assign Tasks.”
- In Button Image, click Browse to search for an image that will appear on the ribbon as part of the Quick Step (see Figure 3).
Note: Prior to creating a new Quick Step, add an image for ribbon buttons to the Site Assets library in your site.
- Click OK.
- A new workflow will then open in SharePoint Designer. Here, add stages, actions, and transitions as normal for a workflow.
- When the workflow is complete, click the Save button.
- Click the Publish button in the ribbon to complete the new Quick Step process (see Figure 4).