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ProcessesDeleting a Process

Deleting a Process

Deleting a process template permanently removes it and all associated data.

How to delete

  1. Go to the Process Library.
  2. Click the three-dot menu on the process.
  3. Select Delete Process.
  4. Confirm the deletion.

What gets deleted

When you delete a process template, the following are also permanently removed:

  • All instances (running and completed) of that process
  • All sent invitations
  • All scheduled runs
  • All task data, comments, and uploaded files

This action cannot be undone. Make sure you no longer need any data from this process before deleting it.

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