Cancel a workflow

Users with permissions can cancel an active workflow in a project to cancel all remaining project or review assignments for the workflow.

Required permissions

To create, view, update, and delete workflows you must either be an Administrator, the project Owner, or have the following permissions:

  • A Seat Type of Standard. If the user has a Seat Type of ReviewOnly or Support, they cannot be given permissions to start a workflow. Administrators can see a user's seat type in the Security module on the User Management tab. Refer to the topic: Things you do on the User Management tab.
  • Create, read, update, and delete permissions to the Projects module.
  • For the Projects module, your user account must be listed under the following Property: can_initiate_assignment.

To work with Review workflows, you also need:

  • Create, read, update, and delete permissions to the Reviews module.

To cancel a workflow:

  1. Open the project where you want to cancel workflow.
  2. From the Workflow pane, select the workflow you want to cancel.
  3. Select the Options menu, and then select Cancel.
    The Cancel Workflow screen opens.
  4. On the Cancel Workflow screen, to confirm the cancellation, select Yes.