Editing Workstream Activities

How to Edit Workstream Activities

Follow the steps below to learn how to edit and update your workstream activities, right from inside of Pieces Desktop:

This section covers how to open the main workstream activities interface in the app.

Click the Home icon in the top bar.

Select Go to Workstream Activity from the Power Menu.

Learn how to find the specific activity you want to update within your workstream.

Use the search field at the top to filter by keyword or neural search.

Scroll the list on the left to locate your activity.

Click the activity to view its details on the right side within the preview.

Understand how to switch from preview mode to the markdown editor for making changes.

In the preview toolbar, click the Edit button at the top of the preview.

The content area becomes a markdown editor for your updates.

When you’re finished making your edits, select the Save and Exit button at the top of the markdown editor to save your work.

Use the toolbar at the top of the editor to access these formatting and navigation features:

Bold	Make selected text bold
Italic	Italicize selected text
Link	Insert or edit a hyperlink
Image	Insert an image placeholder
Code Block	Insert a fenced code block
Preview	Toggle live preview of your markdown edits

Use the action buttons at the top of the editor preview to finalize or cancel your edits:

Save and Exit	Apply your changes and return to the preview view.
Cancel and Exit	Discard edits and return to the preview view.

Ensure your edits have been saved and are visible in the activity preview.

View Confirmation: After saving, a toast appears saying Workstream Summary Successfully Saved.
Verify Update: Your edited summary now appears in the activity preview.