Re-Order Workflow Steps
Keeping your workflow outline in a logical order makes a workflow easier to build, review, and hand off to teammates. The order steps appear in the outline does not control when a step triggers for a new hire (delays, filters, and dependencies control that), so you can arrange steps in whatever sequence reads best. This article explains how to reorder steps within your workflow outline.
Ashby's People Ops module is currently available through restricted early access. The following documentation is provided for design partners participating in that program.
Permissions and access
Reordering workflow steps requires Edit access to the relevant workflow template.
Learn more about Ashby's People Ops permission sets: Configure Permission SetsAdminister permission sets.
Reordering steps in the outline
- Open the workflow and select Edit Workflow Template.
- In the outline view in the upper right corner, hover over the step you want to move until you see the drag handle.
- Click and drag the step to its new position.
- Release to drop the step in place.
- Publish your changes once you are satisfied with the new order.
Grouped steps move together. To move a single step from a group, drag that step outside of the group and place it in the appropriate position. The video below provides a visual of how this is done in-app but is optional viewing.
Moving a step's position in the outline is purely organizational. It does not change the step's delay, filter, or dependencies, and it does not change when the step actually triggers for a new hire. If you want a step to trigger earlier or later, update its delay or dependencies directly; see Configure your Workflow StepsConfigure your Workflow Step.
FAQs
Does changing a step's position in the outline change when it triggers?
No. A step's position in the outline is for organization only. Its delay, filter, and dependencies are what determine when it triggers, not its order in the list.
If your steps live in a sequence, then amending the order will change when the step is triggered. A sequence's whole purpose is to enforce strict order between its steps. If you reorder steps inside a sequence, you are changing the order they are required to complete in, not just how they are displayed.