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CCH Software User Documentation

Cancel workflows

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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.

Cancelled workflows can be viewed by selecting "Cancelled Workflows Only" from the Workflow Status control.




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