How to Archive a Workflow on Dubsado

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)