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CCH Software User Documentation

Cancel Workflows

A workflow can be cancelled in 2 different ways:

  • From the Workflow Homepage
  • At Client and Contact level in the workflow tab. (see Cancel Workflows)

Workflow Homepage

From the Workflow homepage tick the workflow(s) to be cancelled and right click on the client name:HPCancelWorkdlow.png

Select Cancel Workflow to remove the workflow. A confirmation prompt appears:

Note: When a workflow is cancelled, the outstanding Central task is automatically flagged as completed.

Cancelling of a workflow cancels and removes all current records of these workflows and associated tasks from the Tasks homepage. 

Note: Changing the Workflow Status to Cancelled Workflows only lists the items cancelled.

 

 

 

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