How To Delete Workflows / Interviews

Deleting workflows is a straightforward process. Just follow these steps:

  1. Access your account by visiting https://apps.taxaroo.com/login and logging in.
  2. Select the "Interviews" module and choose the workflow you wish to delete.
  3. Click on the "Delete Interview" button, which will initiate the deletion process.
  4. A confirmation pop-up box will appear. Click "Yes" to confirm the deletion.

It's important to note that a workflow can be deleted entirely if it hasn't been assigned to any job. However, if the workflow is associated with a job, only its content will be deleted, and the workflow structure will remain intact. Exercise caution when deleting workflows to avoid unintended data loss.