Knowledge Base

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Can I delete a Workflow?

Team Wealthbox
Team Wealthbox
  • Updated

Yes, you can delete an active workflow with the following steps:

  1. Click “Workflows” from left navigation.

  2. Click “View” next to the workflow to delete.

  3. Click “Options."

  4. Click “Delete."

 

You can also delete a workflow template by following these steps:

  1. Click on “Workflows” in the left navigation.
  2. Select “Manage Templates.”
  3. Click “Delete” next to the template you wish to remove.