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How to Archive a Workflow on Dubsado

  • Writer: Bloom Team
    Bloom Team
  • Feb 5, 2023
  • 1 min read

Updated: Jan 2

Did your client end up on the wrong workflow? This can happen sometimes depending on how your Lead Capture form is set up.


You might also need to remove a client from a workflow if their project has gone dormant, or has been paused for an extended period of time.


Check out the screenshot below to see how:


Step 1: Begin by selecting "Projects" from your left-hand side menu + Select the client project in question (hint: you may have to access this from your "Archives" folder if this is a dormant project)



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