What Can I Edit in a Cadence?

Last updated: August 18, 2026

Cadences can be saved as either in Draft or Open status. The Cadence's status determines which elements can be edited.

This article explains which elements can be changed in a Draft Cadence and an Open Cadences.

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.

What You Can Edit in a Draft Cadence

  • The Cadence's name

  • The Cadence's description

  • The Cadence's scheduling

  • Cadence Effectiveness metrics

  • Add, edit, delete, and re-order Steps

  • Step names

 

What You Can Edit in an Open Cadence

  • The Cadence's name

  • The Cadence's description

  • Associated metrics

  • Step Names

  • Add, edit, or delete Agenda Items in each Step

What You Cannot Edit in an Open Cadence

  • The Cadence's scheduling

  • Add, delete, or re-order Steps

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