How to pause a Guided Workflow

Author: Howie River | Date Created: 07/14/2025 | Date Updated: 7/14/2025

What this is

If you need to step away when you are in the middle of completing an enrollment, you can pause a workflow without losing your work. This article will explain how to pause and return to a paused workflow.

What you need to know

HMIS allows you to pause a workflow at any time and return to it later. The Pause button can be found below every workflow.

Follow these steps

  1. Click the pause button

  2. Then click OK

  3. When you want to return, go to the your Home Workspace
  4. Click ⭐My ClientTrack, then Paused Operations

  5. From here, you can resume, restart, or delete your paused workflows.

  6. To return where you left off, select Resume the workflow

  7. Complete the workflow, then select Finish to finalized your work

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