Folders to organize Workflows

Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure.

 

http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-...

HubSpot updates
106 Replies
KeyWestScott
Advisor

@MFrankJohnson Along those lines are anytime that choices are available (a listing of Campaigns, lists of Lists, etc) that they are not alphabetized.  Just a haphazard, unordered cluster.

 

Scott

alannes
New Contributor

This would be a HUGE help for us, we have a lot of workflows running - being able to organize them by campaign would create a lot of clarity!

KeyWestScott
Advisor

In addition to setting up folders, it would be helpful that when a workflow is moved to a folder that it is also removed from the full / default listing of all workflows.  Think Windows Explorer.  You don't have a default view of every file that is on your computer, but ones that are ONLY in the current folder view.  This would also be helpful in other areas as well, ie Lists. et al.

 

Scott

ericaDB
New Contributor

^^^ what @KeyWestScott  said!! Seeing all emails / all workflows in a massive list is never helpful, always confusing. Foldering as default is Woman Very Happy

IRAR
Regular Contributor

Since this feature is still unavailable, I have started to name workflows based on pipeline/stage.  This way I can search and find all the ones pertaining to that workflow.  However, the search feature is not always accurate.  If I search a term "TOF" it doesn't find all of the worfklows that contain this term in the title.  It only finds it if it's in the beginning of title.  So until a filing system is implemented, consistency in naming each related workflow with same begging title is crucial. 

KeyWestScott
Advisor

@IRAR Well considering that this thread, for something so basic, has been here for almost 2 years  Smiley SadSmiley Sad.  I'm sure that there is plenty of time for them to do it right.

 

IRAR
Regular Contributor

@KeyWestScott AGREED!!! 

Joshua_at_McMkt
Occasional Contributor

Much needed. Much overdue.

Luxforg
Occasional Contributor

Also, adding a sort via campaign would be very beneficial. 

thisisdatis
Regular Contributor

Is this something that's in progress? Would love to see this for contacts, forms, pop-ups... really everything.