---
title: "Managing workflows"
description: "While managing the workflows yo can edit and inactive the workflow once created."
url: https://support.agentcis.com/en/articles/193-managing-workflows
collection: "Getting Started"
updated: 2026-09-29
language: en
---

# Managing workflows

While managing the workflows yo can edit and inactive the workflow once created.

Please note: If the workflow is edited and inactivated, it will not effect the application added before editing.  
  
Step 1: Select setting from the top info bar.  

![](https://staticfiles.gleap.io/ghelparticle/A1LrW7XwQArmOXBfgTVobjHsche4Oe5JuVx0ts8uODmOcgj59o7Gv6pzkUDa9gLsvyqpWJKQfMx.jpg)

Step 2: Select Workflow  

![](https://staticfiles.gleap.io/ghelparticle/Z6zRD1Tk4QbiqsxBNC2PSRy8JUc32yfoUnMf2vgG2BzUVW7BqFAfe8t1A7cD0A7lcmGtqSNm7MG.jpg)

Step 3: Click on the three dots of the workflow which you are trying to edit.  

![](https://staticfiles.gleap.io/ghelparticle/mBT9j5AK3vI1iWvhGqBxOeXoeH4mvre5V6qhN1cc0iN7IbhilI2bbznZC47KzKbzUp1kpzoaTxl.jpg)

Step 4: To edit any particular workflow, click the Edit option from the dropdown and update with the necessary changes.  

![](https://staticfiles.gleap.io/ghelparticle/stfi6dIcr0q12oa4jzcLREXag6bfn91O9dBksCbHyQkw8B0xUA8vNSqlWj2tNc8op0GTZaZ3qpo.jpg)

Step 5: You can activate Add Start and End Date, Add Notes Field, Win Stage, and Partner Client ID. (Can only be clicked for a stage, it can not be applied to all the stages). Once you are about to reach the particular stage, a new field will pop up and you have to fill in all the required information in order to proceed to another stage.  
  
Intake

![](https://staticfiles.gleap.io/ghelparticle/qWearCNwaQE8UTE33GWTlGi9GKgiU1gypuKMEa9LNrXf8gDBdc1ZoLk87bzcXcOUttBEqoE11wR.png)

  
Start and End Date

![](https://staticfiles.gleap.io/ghelparticle/vKrNtK0qM6Ln0n8jL3vhWgjFIpe9ilKEZYB0XPbXWZ181fqqohOWg4X2d60LIcpVx20eEhiauUr.png)

  
Notes

![](https://staticfiles.gleap.io/ghelparticle/Av3KwbdPaOeXhk8QMhKSZW3dsXiCyoLHXTWiCUSL7a78SplUPEcA46lQy67wWPzu6LC4DYjeWkJ.png)

  
Partners Client ID

![](https://staticfiles.gleap.io/ghelparticle/HA5ZfZ8E0bAN890sZvDUT068vyH9TJXyRzbgRKme7pXfk6v8wQyztlKJ3uEtJM7BD5BsiMktBek.png)

![](https://staticfiles.gleap.io/ghelparticle/Omc3px5xy277pG9INdBKU8bzfMvsxArdg5tCkMXvoASC1DgDRzXqOXbeHnc7JhBl72qOULLoErE.jpg)

  
Step 6: To inactive the workflow, select the option to deactivate from the dropdown  

![](https://staticfiles.gleap.io/ghelparticle/teItpNG8ivKRHTu0hQLn7ewkg1Z1szzDAUc9WP2vqMBonlcuiiXHnizRRnQGd2FndksRGdz4pjo.jpg)