If you use workflow automations in your CRM to handle follow-ups, reminders, or internal tasks, being able to quickly rearrange steps can save time and make everything easier to manage. This update lets you move workflow nodes directly on the canvas, so you can clean up your process without removing and rebuilding steps.

📌 Why This Matters

As your business grows, your workflows often get more complex. You may need to adjust the order of actions, tidy up branches, or make your automation easier to understand at a glance. Being able to drag and move steps directly on the canvas makes those updates faster and less frustrating, especially when you’re working with larger workflows.

✨ What’s New

• Drag handles on workflow steps: Hover over any node to reveal a 6-dot handle you can use to move it.
• Move steps directly on the canvas: Reposition actions and branches without deleting steps or using extra menu options.
• Clear drop guidance: A “Move here” indicator appears while dragging so you can easily see valid placement areas.
• Easier workflow cleanup: Organize larger automations more quickly when your process changes.

🛠️ How to Use It

1. Step 1: Open your workflow inside the CRM canvas.
2. Step 2: Hover over the step you want to move until the 6-dot drag handle appears.
3. Step 3: Click and hold the handle, then drag the node to its new position.
4. Step 4: Drop it where you see the “Move here” indicator.
5. Step 5: Review the layout to make sure your workflow is organized the way you want.

💡 Pro Tip

Take a few minutes each month to clean up your most important workflows so leads, appointments, and follow-ups move through your business without costly delays.