How Do I Add, Edit, and Delete Agenda Items from a Cadence Step?

Last updated: August 18, 2026

Cadence Steps can only be edited if the Cadence is in Draft status. If you need to modify a Step for an Open Cadence, duplicate the Cadence and then edit the Step before opening the Cadence.

This article explains how you can add Agenda Items, edit existing ones, and remove unwanted ones from 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, Edit, or Remove Agenda Items from a Cadence Step

  1. Use the Add Agenda Items selector on a Cadence Step to add additional questions.

  2. Click on the trash can icon to delete an Agenda Item.

  3. Press the Optional/Required toggle to make an Agenda item optional or mandatory to answer.

  4. Click into an existing Agenda Item to change the question or content shared within it.

  5. Click on Save --> Save as Draft or Save --> Save and Open.

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