> ## Documentation Index
> Fetch the complete documentation index at: https://help.nextmatter.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage workflows/instances

> Check out how to run an instance, stop, update or delete it, and how to edit or delete a workflow.

<AccordionGroup>
  <Accordion title="Run a workflow instance">
    When you have created a workflow (your process template), it's time to use it in real life. Each "real-life" application of a workflow is called an instance.

    You can run an instance by clicking the play button in the workflow.

    <img src="https://mintcdn.com/nextmatter/SgcAiYe3VpK6bFPP/images/docs/c0a0af3-Screenshot_2023-09-07_at_13.40.29.png?fit=max&auto=format&n=SgcAiYe3VpK6bFPP&q=85&s=c5b433c3bbea90326b857dad754f7bfb" alt="Image of the play button used to start an instance" width="992" height="608" data-path="images/docs/c0a0af3-Screenshot_2023-09-07_at_13.40.29.png" />

    <Info>
      If you run an instance and it gets stuck on a step, refresh your screen.
    </Info>
  </Accordion>

  <Accordion title="Edit a workflow">
    1. Click **...** next to the workflow.

    2. Click **Edit workflow**. You can edit the workflow lead, process visibility, status, and the go-live date for the workflow as well as add building notes and resources to the workflow. You can also add or remove a step from the workflow.

    <Info>
      **Notes:**

      * When you change something in the workflow, the changes will not affect the already running instances.

      * Only one person can edit a workflow at a time.
    </Info>
  </Accordion>

  <Accordion title="Edit an instance">
    1. In the workflow overview, click the active or completed instance you want to edit.

    2. Click **Edit instance**. You can edit the instance's priority, name, or deadline.

    You can also re-assign a step in a particular instance. To do so, click the step and click **Take over**. You can either assign the step over yourself or select a team member to re-assign this step to.

    <Tip>
      The instance editing option isn't available if the workflow has the default settings of auto-naming, disabled deadlines, and disabled priority.
    </Tip>
  </Accordion>

  <Accordion title="Duplicate a workflow">
    1. Click **...** next to the workflow.

    2. Click **Duplicate workflow**.

    When duplicated, you can rename the duplicated workflow, move the duplicate to another folder, and clear the users assigned to the original workflow.
  </Accordion>

  <Accordion title="Move a workflow">
    You can move a workflow to another folder. Do the following:

    1. Click **...** next to the workflow.

    2. Click **Move workflow**.

    3. Select the new destination of your workflow.

    4. Click **Move**.
  </Accordion>

  <Accordion title="Delete a workflow and instance">
    <Info>
      Contact us if you want to switch off the deletion option altogether, for example, for security reasons. In such cases, nobody (not even admins) will be able to delete instances.
    </Info>

    If you've tested your workflow and want to clean up your workflow dashboard, you can delete a workflow together with any live instances that are linked to the workflow. Note that only administrators and workflow leads have the right to stop or delete an instance.

    **To delete a workflow**

    1. Click **...** next to the workflow.

    2. Click **Delete workflow**.

           <Frame>
             <img src="https://mintcdn.com/nextmatter/n_eDywRY2Y_RWlpG/images/docs/90960fd-delete_workflow.png?fit=max&auto=format&n=n_eDywRY2Y_RWlpG&q=85&s=b3a024b5ab4841ee643667e3feed86d8" alt="Image of the delete workflow option in the acctions menu" width="2824" height="664" data-path="images/docs/90960fd-delete_workflow.png" />
           </Frame>

       If there are instances linked to the workflow, they'll be listed in the pop-up for you to review.

    3. Click **Delete workflow and all instances**.

    **To delete an instance**

    1. In the main navigation, click **Workflows**.

    2. In the **Overview**, filter for the instance to delete.

    3. Click the delete icon for the instance you want to delete.

    <Frame>
      <img src="https://mintcdn.com/nextmatter/bsmXZ466WcpOtxYo/images/docs/600b413-delete_instance.png?fit=max&auto=format&n=bsmXZ466WcpOtxYo&q=85&s=7bba72e0b3f6a9fc8c59d53f9d545452" alt="Image of the delete icon in the active instanes tab" width="2826" height="594" data-path="images/docs/600b413-delete_instance.png" />
    </Frame>

    <Tip>
      If you don't want to delete the instance and lose all its data, you can also stop an instance.

      Note that once you stop, the instance can't be re-started. You can find your stopped instance in the **Completed Instances** tab in the **Workflow Overview**.
    </Tip>
  </Accordion>

  <Accordion title="Work with workflow versions">
    If you save your edits, any changes you apply to workflows or steps are in effect immediately. They are listed in the [Changelog](/docs/work-with-process-overview#workflow-change-history).

    That means it is not possible - as of today - to revert to a previous version of your workflow or to undo any accidental changes in steps and form fields.
  </Accordion>

  <Accordion title="Set deadline on a step">
    See [Deadlines and reminders](/docs/work-with-deadlines-and-reminders)
  </Accordion>
</AccordionGroup>
