What are Flexible Steps?
Flexible Steps are steps in a Tango guide that allow for different valid inputs or selections when following a process
When a step is marked as flexible:
Users can enter their own text in a field
Users can select any option from a dropdown
Users can choose any radio button option
This makes your guides more adaptable and reduces friction when processes vary slightly across users, teams, or scenarios.
You'll know a step is flexible when you see the flexible "tag" in the step title.
Automatic Flexibility
Tango will automatically mark a step as flexible if it detects:
A text input field
A radio button selection
A dropdown menu
How to toggle Flexible Steps on or off
You can adjust whether a step is flexible directly in the Tango editor. by clicking the three dot menu next to a step.
When should you use Flexible Steps?
Flexible Steps are best used when:
The process includes variable inputs (e.g., names, IDs, notes)
Users may need to choose different options depending on context
You want to create one guide that works across multiple scenarios
The exact input is not critical to completing the workflow
Example use cases
Entering customer information in a CRM
Selecting different deal stages or statuses
Filling out forms with non-standardized inputs
Choosing different options based on region, team, or use case
When should you avoid Flexible Steps?
You may want to keep a step specific when:
The input must be exact for the process to work
You are training users on a standardized workflow
There is a high risk of error if users choose the wrong option
To make a Flexible Step specific
Open your guide in the editor
Locate the flexible step
Click the three dots (⋯) next to the step
Select Make step specific
This will require users to follow that exact input or selection.
To make a step flexible
You can also convert a specific step into a flexible one:
Open your guide in the editor
Find the step you want to update
Click the three dots (⋯) next to the step
Select Make step flexible
This is useful for steps that weren’t automatically detected but should allow variation.
Availability
Flexible Steps are available on:
Tango Pro
Tango Enterprise