HubSpot Ideas

LBell1

Add Workflow Description to Details view/All workflows

Hello, it would be helpful to be able to see Contact Workflow Descriptions at a glance in both the Details view of the individual workflow, and be able to add it as another column in the All Workflows list view. This way my team and I can quickly scroll through the workflows and be able to understand exactly what each one does instead of having to click into each, click on Edit, THEN view the Description there.

Relatively new to HS so if this can be viewed in bulk somewhere please let me know, otherwise I think this would be a really helpful, minor update. Thanks for reading!

 

Current Details view:

Untitled 2.png

Current All Workflows columns available:

Untitled 3.png

0 Upvotes
HubSpot Updates
Delivered
October 14, 2022 10:55 AM

Hi, Everyone,

 

The new Workflows Description features for all workflow types were released Monday, 10/10/22! Please let us know if you have any additional feedback for Workflow Descriptions.

 

Thank you,

Jess

In Planning
September 21, 2022 12:56 PM

Hi, Everyone, 

 

I'm Jess, a product manager on HubSpot's Automations team. I want to thank all of you for providing feedback on this topic. I am happy to share that our team is actively working on adding descriptions for all workflow types. Also, descriptions will be visible on the workflows Index page as column (as well as in the Export), and on the workflow Details page. These updates should be available sometime in Q4 2022. Please do not hesitate to let me know if you have any questions. I will update this idea when the features are delivered!

 

Thank you,

Jess

2 Replies
JHartnagle
HubSpot Product Team

Hi, Everyone, 

 

I'm Jess, a product manager on HubSpot's Automations team. I want to thank all of you for providing feedback on this topic. I am happy to share that our team is actively working on adding descriptions for all workflow types. Also, descriptions will be visible on the workflows Index page as column (as well as in the Export), and on the workflow Details page. These updates should be available sometime in Q4 2022. Please do not hesitate to let me know if you have any questions. I will update this idea when the features are delivered!

 

Thank you,

Jess

JHartnagle
HubSpot Product Team

Hi, Everyone,

 

The new Workflows Description features for all workflow types were released Monday, 10/10/22! Please let us know if you have any additional feedback for Workflow Descriptions.

 

Thank you,

Jess