Compass logo

How to delete a Workflow

This article outlines how to delete a Workflow. Deleting a workflow will not affect any completed Sessions.

Note: only admins and managers can delete Workflows.

1. Select a Workflow to delete

To get started, navigate to Workflows and select the Workflow that you want to delete.

Compass software interface showing a list of Workflows

2. Delete the workflow

Select the Delete Workflow button listed on the sidebar.

Compass software interface showing the delete workflow button

Once selected, you'll see a prompt that will ask you to confirm that you wish to delete the Workflow.

Compass software interface showing the delete workflow confirmation prompt

Keep in mind that deleting a workflow is permanent. If you are certain that you want to delete the Workflow, choose Delete Workflow.

And know you know how to delete a Workflow! This will help you keep your account tidy with the Workflows that your team actually uses.

© 2019 Pacific Northwest Innovative Technologies, LLC