---
title: Add fields to steps in a workflow
slug: content-marketing-platform/docs/add-fields-to-steps-in-a-workflow
docTags: 
createdAt: 2026-07-20T15:45:34.954Z
---

See also [Add a field to a workflow](docId\:z4qRq7wJIEQt3sS3PK_jn) in [Manage workflows](docId\:z4qRq7wJIEQt3sS3PK_jn).

## Add a default field to all workflows

1. Go to your avatar > **Workflows**.
2. Click **Add Field** under **Step/Substep Field** to add a field by default for every workflow.

   ![Add Field for all workflows.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/WyiYBtsChXUyK8rxqa6fZ-20260720-145928.png)
3. Select a workflow.
4. Scroll to a step. Select options from the default field (such as **Action Type**).

   ![field-action-type-on-step-by-default.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Qov3GcFPtnihOcu12rGwH-20260720-145928.png)

:::Paragraph{indent="1"}
For the examples in this topic, the **Article** workflow has four steps. Assume the following.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Select **Content Writing** for the **Create Content** substep.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Select **Content Writing** for the **Edit Content** substep.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Do not select anything for the **Brand Review** step.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Select **Approval** for the **Legal Review** step.
:::

## Create a task and select the workflow

1. Click **Add** > **Task**.
2. Enter the **Title** of the task.
3. Use the **Workflow** drop-down list to select the workflow.

The workflow steps display. You can see the **Action Type** displayed for each step when you open each step.

![field-action-type-on-step-in-workflow.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3PihrxYzj3HdG64-1fZ72-20260720-145928.png)

## Change the workflow step field label

You can change (or add) the step field label on a flexible workflow from a task. For example, the **Brand Review** step was not labeled in the previous example. To add or change the label, use the following steps.

1. On the step, select **More** (**...**) > **Step Fields**.

   ![change-step-field.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/YgcbmjxxK4BGplJ2d5wSe-20260720-145928.png)
2. Select the field label from the field's drop-down menu.

   ![change-step-field-2.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Le48zYef8uqX_9AQsje2h-20260720-145928.png)

## Filter tasks by field type

1. Go to **Plan** > **Calendar**.
2. Select **All Steps** for **View** to make workflow steps visible on the calendar.
3. Open the **Filters** panel.
4. Click **+ Add Filters**.
5. Select the field configured as the default for your workflows (**Action Type** in this example).
6. Select an option from the field. The calendar displays only the tasks with **Content Writing Action Types** (in **Content Creation** steps).

   ![filter-tasks-by-field-type.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/N9FWFLtogWpGtd88dG79e-20260720-145928.png)