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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
Folders to organize WorkflowsEquipo de producto de HubSpot
changed to: In Beta
08-07-2019

Hi everyone, I'm excited to say that the day has finally come, and we have put workflow folders in beta! If you'd like to participate in the beta, please fill out this form and we will get you added: https://docs.google.com/forms/d/e/1FAIpQLScUOtdaQm15PyQa0v462yBtWp_lu4XUW7J2YKxqoRNHl_GWjA/viewform?usp=sf_link. 

Folders to organize WorkflowsEquipo de producto de HubSpot
changed to: In Planning
11-16-2018

Thank you everybody for your patience and for providing feedback on this. We know this is a huge pain point today in Workflows and definitely want to solve it, but we want to solve it the right way. This is something we hope to tackle in 2019, and we'll keep you updated here. 

106 Comentarios
CarstenBrinck
Visitante

YES ! Has Hubspot acknowledge this need and is there a plan to create the functionality? 

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: In Beta

Hi everyone, I'm excited to say that the day has finally come, and we have put workflow folders in beta! If you'd like to participate in the beta, please fill out this form and we will get you added: https://docs.google.com/forms/d/e/1FAIpQLScUOtdaQm15PyQa0v462yBtWp_lu4XUW7J2YKxqoRNHl_GWjA/viewform?...

jnix284
Colaborador distinguido

@bellawu thank you! 

p.s. realized in signing up for this beta that I officially have our hubspot id memorized....TBD if that's a good thing! Excited to see this functionality in place.

KeyWestScott
Asesor

@bellawu Count me in......  Emoticono muy feliz

BenKarklins
Colaborador ocasional

YES! I'm totally in! Also, I just got waaaaay too excited about this... Emoticono muy feliz

KeyWestScott
Asesor

@bellawu Whoo.......  Working great.  One comment and this really goes along with how all of HS is formatted.

 

Sorting By Name.  Just as in other platforms, sorted by Type (folders {alphabetically} at the top then workflows{Active vs Inactive}, in this case) alphabetically.

 

Glad to see that the moved workflows no longer show in the full list, but are only in the folders!!

 

Scott

Annotation 2019-08-08 113736.png

auto_mate
Colaborador habitual

... where is the multi-select "delete" option?

... there's "move to folder" but no "delete"... Emoticono triste

auto_mate
Colaborador habitual

And underscore comes before "a" in all other lists in the universe Guiño

 

_

a

c

 

Guiño

 

Please

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Delivered

You can now organize your workflows into folders on the workflows listing page. Navigate to the workflows tool and you’ll see an updated design for the Workflows listing page. There's a new option to “Create folder” in the top right. Once you create the folder, you can bulk select workflows and move them into the folder.

 

Note: You can only create one level of folders, and cannot nest them. Deleting a folder also deletes all the workflows inside of it, which is made clear in the prompt.

 

https://knowledge.hubspot.com/articles/kcs_article/workflows/organize-your-workflows-with-folders-be...

jnix284
Colaborador distinguido

@MeganLegge  When you select 1 or more worklows and click move to folder - and then instead of choosing one from the list, you type a new name to create a new folder, it will create the folder, but not move the items.