- How to Delete a Workflow Template in Clio Grow?
- How to Remove Workflow Template in Clio Grow?
- How to Delete a Matter Workflow Template in Grow?
- Clio Grow
- To Delete a Pending Form From a Clients Matter in Clio Grow, click here
- To Delete a Workflow Item in Clio Grow, click here
- To Remove Scheduled Email Items from my Connected Calendar in Clio Grow, click here
- Go to the Matter tab on the sidebar
- Click on the desired Matter
- Find the checklist on the Workflow
- Click the three dots icon in the top right corner of the Workflow Template Header
- Select Remove Template
- Confirm Delete
Note: Removing the workflow template will not automatically unscheduled scheduled emails. To unschedule emails please read this article.