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.
Cancelling tasks and emails
When editing a user’s workflow, you can cancel individual tasks, emails, or entire actions that are no longer needed for that user.
To cancel a task or email:
Click the ... menu on the task or email you wish to cancel.
Select Cancel task or Cancel email.
To cancel all tasks in an action at once, select Cancel all tasks from the action menu.
To restore a cancelled item, click the ... menu on the cancelled task or email and select Restore task, Restore email, or Restore all tasks.
Note: Only tasks and emails with an upcoming or active status can be cancelled. Completed tasks cannot be cancelled.