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-...

106件のコメント
アドバイザー

@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

新規投稿者 | Platinum Partner
新規投稿者 | Platinum Partner

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!

アドバイザー

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

新規投稿者

^^^ what @KeyWestScott  said!! Seeing all emails / all workflows in a massive list is never helpful, always confusing. Foldering as default is 女性とてもハッピー

一般投稿者

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. 

アドバイザー

@IRAR Well considering that this thread, for something so basic, has been here for almost 2 years  スマイリー 悲しいスマイリー 悲しい.  I'm sure that there is plenty of time for them to do it right.

 

一般投稿者

@KeyWestScott AGREED!!! 

新規投稿者

Much needed. Much overdue.

一般投稿者

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

常連投稿者

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

常連投稿者

Following.

名誉投稿者

We also need the ability to archive a workflow (there are lots of comments, not sure if this is already one of them).

新規投稿者

This needs to happen. I have too many workflows and no great way to organize them.

一般投稿者

I believe this would be very helpful for organization of automated tasks

新規投稿者

I still sad everytime I click on Workflows and still don't see an option for folders.

アドバイザー

@boaventuraale  LOL  Same.  Seems that is should be such an easy feature to implement. 

常連投稿者

sadness all around :*( ... crappier automation platforms like act-on have this in their system.

新規投稿者 | Gold Partner
新規投稿者 | Gold Partner

Come on!!! do this Hubspot!

トップ投稿者

Would be very helpful!

新規投稿者

Really could do with this feature. So many workflows are back-office data related vs email marketing nurture campaigns. Enabling folders would allow a really simple but effective way to separate these and offer a much easier way to manage as the volume gets greater.