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How to Delete a Workflow Template in Clio Grow?

Objective:

  • 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?

Environment:

  • Clio Grow 

Additional Information:

  • 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

Procedure:

  1. Go to the Matter tab on the sidebar 
  2. Click on the desired Matter 
  3. Find the checklist on the Workflow
  4. Click the three dots icon in the top right corner of the Workflow Template Header
  5. Select Remove Template
  6. Confirm Delete

Note: Removing the workflow template will not automatically unscheduled scheduled emails. To unschedule emails please read this article.

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