Remove Workflow Stage

Overview

This playbook covers how to remove a stage from a Workflow in Leadline.

→ See 113 - Workflows for full product knowledge on Workflows and Workflow Stages.

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How Do I Remove a Stage from a Workflow?

1. Select the workflow you want to edit.
2. Find the stage that you'd like to delete.
3. Press Delete on that stage.

Note: You'll be prompted to migrate existing Submissions before deletion completes — see 113 - Workflows.

4. Click "Save."

The stage has been removed from the workflow.

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Related Topics

113 - Workflows — Full product knowledge on Workflows including required stages and Submission migration on stage deletion 1002 - Add-Workflow-Stage — Instructions for adding stages to a Workflow 1004 - Rename-Workflow-Stage — Instructions for renaming stages within a Workflow