How to delete a workflow

This article outlines how to delete a workflow and all of its sections and answers. Deleting a workflow will not affect any completed session records.

Note: only admins and managers can delete workflows.

Select a workflow to delete

To get started, navigate to Workflows

Compass software example of navigating to the list of all workflows

Then choose the workflow that you want to delete.

Delete the workflow

Select the Delete Workflow button listed on the workflow editor sidebar.

Compass software example of the delete workflow button

Once selected, you’ll see a prompt that will ask you to confirm that you wish to delete the workflow. Keep in mind that deleting a workflow is permanent.

Compass software example of the delete workflow confirmation modal

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