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🧩 Adding, Deleting, and Saving Workflow Types
🧩 Adding, Deleting, and Saving Workflow Types
Alex Merkin avatar
Written by Alex Merkin
Updated this week

➕ How to Add a New Workflow Type

  1. Click the red plus (+) button in the top-right corner.

  2. A new row appears at the bottom of the table.

  3. Fill in the Name and set your desired toggles.


🗑️ How to Delete a Workflow Type

  1. Find the row of the type you want to remove.

  2. Click the red trash can icon in the Actions column.

⚠️ Heads up: Deleting a workflow type removes it from the system completely.


💾 Saving Your Changes

Once you're finished:

  • Hit the SAVE button in the top-right corner.

No save = no changes. Don’t forget this step!

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