---
title: "Workflow Types"
id: "workflow-types"
project: "Revelation Server 2026"
url: "https://revelationhelpguide.clickhelp.co/articles/revelation-server-help-2026/workflow-types"
updated: 2025-10-10T21:40:16Z
---

# Workflow Types

![](/resources/Storage/revelation-server-help-2026/Buttons-select-prime-gameplan.jpg)
 
[Add a Workflow Type](/articles/revelation-server-help-2026/workflow-types/a/Add)
 
[Edit a Template Type](/articles/revelation-server-help-2026/workflow-types/a/Edit)
 
[Turn a Workflow Type Inactive](/articles/revelation-server-help-2026/workflow-types/a/Turn)
 
[Delete a Workflow Type](/articles/revelation-server-help-2026/workflow-types/a/Delete)

From this sub-tab, Admins and Super Admins will be able to Add, Edit and Delete Workflow Types.

![](/resources/Storage/revelation-server-help-2026/manage-workflows/manage-workflows-2024-01-12-1.png)
 
## Add a Workflow Type
 
The first step in creating a Workflow Template is to ensure there is a template type set up first.

If the template type is new, click on Add New at the top of the screen and type in a name for the template which will be descriptive enough for all to use.
 
* Ensure Active is checked off for the template to be available
* Assign the [teams](/articles/revelation-server-help-2026/manage-teams), based on your system.
* Click Save

You can now create a [non-recurring workflow](/articles/revelation-server-help-2026/manage-workflows/a/Add_a_new_non-recurring_Workflow) or a [recurring workflow](/articles/revelation-server-help-2026/manage-workflows/a/Add_a_Recurring_Workflow) based on the template type.
 
## Edit a Template Type
 
By clicking on the pencil icon next to the name of the template type, you can edit the type, assigned teams, and turn the type active/inactive.

 ![](/resources/Storage/revelation-server-help-2026/workflow-types/workflow-types-2024-01-12-2.png)

Click on the **Save** icon to keep any changes or the **Cancel** icon to retain the current settings.

## Turn a Workflow Type Inactive
 
Click on the pencil icon next to the name of the template type you wish to turn Inactive.
 
Uncheck the Active Box; click on the Save icon to keep the change or the Cancel icon to retain the current setting.

 ![](/resources/Storage/revelation-server-help-2026/workflow-types/workflow-types-2024-01-12-1.png)

When a type is turned inactive, it will move to the bottom of the list, and the name will be grey and italicized.
 
## Delete a Workflow Type
 
To delete a Workflow Type, click on the red X in line with the name of the Workflow. You'll receive a warning message.

If the workflow is in use, you will see the following:

![](/resources/Storage/revelation-server-help-2026/Content/Delete%20Workflow%20in%20use.png)

If the template is not being used, you will see the following:

![](/resources/Storage/revelation-server-help-2026/Content/Delete%20Workflow%20template.png)

If you wish to proceed, click OK. If you wish to retain the type, click cancel.