--- title: "Step List" slug: "step-list" updated: 2026-05-06T05:55:05Z published: 2026-05-06T05:55:05Z canonical: "success.panaya.com/step-list" --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Step List The step list view provides an accurate step-level report and allows you to review all steps across all test activities, including helpful information such as step testers, priority, team, status, etc. The list includes filters, grouping, and custom views, so you can save your own views and share them with the team. To view the step list, hover over the **Tests tab** and select the **Step List.![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1722536184177.png)![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873246121.png)** ## **Assigning Steps** You can multi select steps in the list and then click the Assign button to assign steps in bulk. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-ND3CAAJP.png) > [!NOTE] > Good to Know! > > You can also [mass assign steps using the Test List](/v1/docs/how-to-mass-edit-multiple-tests-andor-steps), which allows you to mass-update step metadata such as due dates, tester, work hours, and more. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-YPMJKIA1.png) ## **Adding Columns** You can customize the displayed columns for the step list by adding them using the **Select columns** button. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873682731.png)You can then save your personal [Custom View](/v1/docs/how-to-save-your-custom-list) to be used across projects. --- ## **View Selection** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873354171.png) Use the **View Selection** option to filter the list quickly - - **My Steps** This view displays all steps assigned to you. - [Unassigned](/v1/docs/how-to-mass-assign-steps) - [Overdue](/v1/docs/what-are-overdue-tests) - [Blocked](/v1/docs/what-are-blocked-tests) - **Passed** - **Failed** - **In Progress** - **Not Run** - Not Completed - In Scope - Out of Scope - If [Regulatory](/v1/docs/how-does-panaya-support-regulatory-compliance)[](https://help.panaya.com//v1/docs/how-does-panaya-support-regulatory-compliance)Compliance is enabled for the project, the following views will also be available - - Signed - Not Signed - Ready to Sign > [!NOTE] > Tip! > > You can bookmark views as favorites to allow quick access, streamline navigation, and enhance efficiency when working with lists. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-VXI6VZ21.png) --- ## **Grouping** Drag a column header and drop it in the area above the table to group columns. Panaya will display the **count number** for each group of steps. ---


## Filtering Click on the Add Filter button and select the relevant field to add a new filter. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873744636.png)You can use the search box to begin typing the field name. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873760084.png) To determine the displayed values, click on the **All**for the relevant filter and **multi-select the values**. Then click **Done**to apply the filter. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873721610.png) For **Dates**, you can select **relative**dates (Today, Yesterday, etc) or set fixed dates ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1648036458551.png) For **numeric values**, determine the **range.** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1652873788982.png) For longer, more varied string values, begin typing the string value to display all **containing values** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1648036478460.png)To **remove a filter**, click on the × icon ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1648036588996.png) **Tip!** [You can save your personal Custom View](https://success.panaya.com/v1/docs/how-to-save-your-custom-list) ## E-Sign Multiple Steps Across Tests You can multi-select steps in the steps list view and sign them with e-signature in bulk with the **Sign**button. E-signautre is available for projects where the [Regulatory Compliance addon](/v1/docs/how-does-panaya-support-regulatory-compliance) is enabled. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-KFXICWTP.png) You can select the Ready to Sign predefined view. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-9Y55HT1O.png) > [!WARNING] > Note > > You need to be granted the **E-Signature Mass Sign permission** to be able to e-sign in bulk.