How Do I Add or Remove Steps in a Cadence?
Last updated: August 18, 2026
You can add or remove Cadence Steps if that Cadence is in Draft status. If the Cadence is in Open status, duplicate the Cadence and add or remove Steps as needed. Only open the new Cadence once you've made all of the desired changes.
This article explains how you can add and delete Steps in a Cadence.
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.
Add New Steps to a Cadence
Click the plus sign icon below the Step where your new Step should go. You can also click the plus sign icon at the bottom of the existing Steps, then re-order the Steps later.
Click on Add Agenda.
Enter the name of the new Step in the Step Name field.
Go to Add New Item to add an Agenda Item to the Step.
Use the Add New Item selector to add more Agenda Items to the Step.
Optional: Enter guidelines for the manager in the Coaching Instructions field.
Click Save Step to add the Step to the Cadence structure.
Click on Save --> Save as Draft or Save --> Save and Open.
Remove Steps from a Cadence
Click on the ellipses icon next to the Step name.
Select Delete.
Click on Save --> Save as Draft or Save --> Save and Open.