Ongoing maintenance of Paths after they have been set up is often necessary as company policies and/or documents are changed or added.
To edit or delete an existing Path, navigate to the Paths section within the Company tab, where all created Paths are stored. Then, click the three-dot menu next to the respective Path to access these options.
The dropdown also includes the option to "Duplicate" the Path, allowing for the creation of a new Path with the same configuration to be duplicated. This is a helpful feature if there is a need to create a new Path that includes tasks already set up within an existing Path. There is also the option within this dropdown to "Copy to another company" within your organization.
Please note that editing a Path will automatically update it within any Onboarding Template where the Path is assigned, eliminating the need to edit the Onboarding Template separately.
There are also options to "Deactivate" or "Delete" the Path. Only Paths that have not yet been shared can be deleted. If a Path has already been shared, it must be deactivated instead. Paths embedded within an Onboarding Template that have been deactivated will not be shared when the Onboarding Template is sent out.