Workflows can be shared between team members, transferred to new staff, updated to reflect a new process, or deleted as needed.
Note
You must have access to manage a workflow to edit or delete it.
Select Edit Workflow to change the name, assign a campus or category, or delete the workflow.
To edit the workflow, make any necessary changes and select Save.
To delete the workflow, select Delete workflow. All information from cards is deleted, but any emails or notes added to profiles will remain.
You can recover your deleted workflows or workflows without managers.
From the Workflows page, select Recently deleted workflows to see the deleted workflows, and then select Recover next to the workflow you need.
When you recover a workflow, all the workflow steps and cards, along with their history and assignments, are restored.
If a workflow doesn't have a manager, it is unusable until it does. If you're an Organization Administrator, you'll see an Unassigned workflows tab that includes all workflows you can view that do not have an active manager.
The first organization administrator to access an unassigned workflow can add themselves as a manager and edit or delete the workflow.