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Editing a specific user's workflow
Editing a specific user's workflow
Updated over a year ago

In some cases, you may need to manage certain tasks, assignments, sections or actions for a specific user within a Workflow. In this guide, you'll learn how this can be done.


Editing a user's workflow

After a workflow template has been assigned to a user, you can then go back and edit their specific workflow with the following steps:

  • In the Home menu, click Workflows, then click on the desired workflow.

  • Select the user within the workflow that you wish to edit.

  • Edit any tasks, sections or other actions as needed. Changes are saved automatically.

  • When you're ready, click Leave.


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