Delete Workflow

Overview

This playbook covers how to delete a Workflow in Leadline.

Note: Before a Workflow can be deleted, any Positions assigned to it must be reassigned to another Workflow, with all stages mapped from the old Workflow to the new one. See 413 - Update-Workflow-Assignment for instructions.

→ See 113 - Workflows for full product knowledge on Workflows.

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How Do I Delete a Workflow?

1. Reassign any Positions currently assigned to the workflow to another Workflow, mapping all stages from the old workflow to the new one. → See 413 - Update-Workflow-Assignment for full instructions.
2. Click the ellipsis icon under Action that corresponds with the workflow you'd like to delete.
3. Select "Delete Workflow."

Your workflow has successfully been deleted.

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Related Topics

113 - Workflows — Full product knowledge on Workflows including deletion and minimum Workflow requirements 1012 - Duplicate-Workflow — Instructions for duplicating a Workflow 413 - Update-Workflow-Assignment — Instructions for updating a Workflow assignment for a Position with existing Submissions