Editing company workflows

Edit a company workflow to make changes to it.

1. Click your avatar and choose Company settings.

   The Company settings pane opens.

2. Click Workflows.

   Existing workflows are displayed. You can click the workflow name to see the workflow details or use the search to find a workflow.

3. Click the menu icon on a workflow and select Edit.

   The Edit workflow pane opens.

4. Make any changes. See Creating company workflows.

   Tip

   Workflow states can be deleted if they are not assigned to any assets. You must have a minimum of three states, with one of each type: Open, In progress, and Closed.

5. Click Finish.

   The workflow is updated.