How To Move Actions in the Workflow Builder

July 30, 2024•1 min read

Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s) you can move one or multiple actions to another portion of your Workflow. This can save you time if you want to just reorder one or multiple actions, vs. redoing an entire Workflow as you make adjustments.

Follow these simple steps to learn how to move one or multiple Workflow actions in the builder:

Hover over a Workflow action to display the three-dot menu icon.

Click this to open the “Actions” menu.
From the menu, choose “Move”.
Select “Move Action” to move one individual Workflow action.
Select “Move All Actions From Here” to move that particular action and all following actions.
The Workflow will now display “Move Here” icons. Click any of them to move the Workflow action(s) to that spot.

NOTE: If you change your mind and want to cancel the moving of action(s), just click into the white/blank space on the side of your Workflow and it will reset/cancel the process.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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