Dashboards & Reporting

CCaldwell2
Participant

Choose Workflows default view

SOLVE

Please allow us to choose a default folder view of our Workflows.  It's overwhelming for it to always open up to the full list every time.

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1 Accepted solution
Jaycee_Lewis
Solution
Community Manager
Community Manager

Choose Workflows default view

SOLVE

Hey @CCaldwell2 👋 This a great fit for our Ideas Forum💡 — Jaycee







HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.


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3 Replies 3
mmistermeh
Participant

Choose Workflows default view

SOLVE

@Shae_Taylor Thanks for sharing your workaround. Unfortunately, your solution does not work for me.

 

No matter what view is placed on the left the Workflows area always loads on the default "All workflows" tab.

 

I've even gone to "All views" → "Default views" and set up my views in the way I want, which excludes the default "All workflows" view. Not only are my "Default views" settings not reflected on the workflows page, the default "All workflows" tabs always appears as the first selected view.

0 Upvotes
Jaycee_Lewis
Solution
Community Manager
Community Manager

Choose Workflows default view

SOLVE

Hey @CCaldwell2 👋 This a great fit for our Ideas Forum💡 — Jaycee







HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.


Learn More.





Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
Shae_Taylor
Participant

Choose Workflows default view

SOLVE

It is frustrating, but here's a workaround I like to use! 

 

When you open workflows, select "Add View" and then "Create View" at the bottom

Screenshot 2025-06-12 at 8.21.03 AM.png

Name your view and then add in an advanced filter titled "folder." There, you can filter by your folders and only those workflows will show in that view. 

Screenshot 2025-06-12 at 8.23.40 AM.png

Click and drag that view all the way to the left. This will then be the first view that opens when you navigate to workflows. 

 

I hope this helped! 

0 Upvotes