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Archive a Workflow Template

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Objective

To archive a workflow template so that it can no longer be assigned to projects. Archiving workflow templates allows you to keep your workspace clean and only see relevant, active workflows for future projects.

Things to Consider

  • Required User Permissions:
    •  'Admin' level permissions on the Company Workflows tool.

Steps

  1. Navigate to the Company Workflows tool. 
  2. In the 'Workflows' table, locate the workflow template you want to archive. 
  3. Click Archive next to the template you want to archive.