How Do I Edit a Cadence?

Last updated: August 18, 2026

Different Cadence elements can be edited depending on if the Cadence is in Draft or Open Status. This article outlines how to edit a Cadence and which elements can be edited in Draft or Open status.

Required permissions:

  • The Coaching Cadences: Create Cadence permission is required to edit a Cadence where you are the Owner.

  • The Coaching: All Access permission is required to edit any Cadence.

Access the Cadence Editing Page

  1. Go to Coach --> Cadences.

  2. Click on the ellipses icon next to the Cadence you plan to edit.

Edits You Can Make to Draft and Open Cadences

  1. Go to the Details page to edit the Cadence name, description, and objective.

  2. Click to the Metrics page to select different Cadence Effectiveness metrics. Changing the metrics will lead the Cadence Effectiveness Graph to reprocess its data and show the new metrics.

  3. Go to the Steps page add, edit, re-order or remove Agenda Items from a Cadence Step.

Edits You Can Make to Draft Cadences

In addition to the actions listed above, you can make the following changes to Cadences in Draft status.

  1. Go to the bottom of the Details page to change the Cadence's scheduling, including:

    1. If the Cadence runs weekly or monthly

    2. On which day(s) the Cadence Steps are released

    3. The Step due dates

    4. When an employee can progress to the next Step

  2. Go to the Steps page to:

    1. Re-order Cadence Steps

    2. Add or remove Steps to a Cadence

Save Your Changes

After making any of the changes above, go to Save --> Save as Draft if you wish to finish editing the cadence later. Go to Save --> Save and Open to open the Cadence so that employees can be added.

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