Remove a workflow from a project

Users with permissions can remove canceled or completed workflows from a project.

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.

You cannot remove an active workflow. If you want to remove a workflow, you must first cancel or complete it.

To remove a workflow from a project:

  1. Open the project where you want to remove a workflow.
  2. From the Workflow pane, select the workflow you want to remove.
  3. Select the Options menu, and then select Remove.

    Results: The selected workflow is removed from the list of workflows associated with this project.