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 WorkflowsHubSpot Produkt-Team
changed to: In Beta
Aug 7, 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 WorkflowsHubSpot Produkt-Team
changed to: In Planning
Nov 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 Kommentare
Mitwirkender

Been begging for this function everytime I call in. I really hope the create this function soon. 

 

Starting to get anxiety everytime I see how unorganized my Workflow section is. Smiley (fröhlich)

Berater

Do it!! ;-)

Berater

It would be great to be able to sort workflows by folders. I love workflows and so I've made a ton of them, but its hard to keep track of them all without a means of organization other than a file naming convention.

 

Plus it would be beneficial for testing, a for ones to be tested, and one for validated workflows etc.

Profi

OMG , YES!!!!!!!

Mitwirkender

 PLEASE!

Mitwirkender

I would definitely appreciate this becoming a feature. 

Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

Please add the feature, it is absolutely must have

Sachkundiger

YES PLEASE! We are going to have about 20 workflows just at launch, and will be adding more all the time. Folders would be fantastic

Berater

Yes, please!

Mitwirkender

 Yesyesyesyesyesyes!

Berater

 @bellawu at how many upvotes the product team will consider this idea?

Sachkundiger

OMG we havent even gone live yet with our sales team and already I have about 15 workflows set up plus a whole lot in testing This is crazy. 

Come on Hubspot - cant be that hard

Mitwirkender

This feature would be very useful, especially for me where I have 7 workflows under one campaign...

 

I can foresee my workflows page becoming very messy!

Berater

 Yeaaah Nice Idea !!! 

So I can keep my hair on my head 

93733597.gif

 

Berater

You should be able to sort or file or group workflows like how the properties are listed.  Or have them organized by categories Marketing, Sales, Deals, etc.  I have 8 workflows right now and potentially about 20 when I build all my pipelines.  It is already hard to find what I am looking for, I can only imagine when I build more. 

Berater

It is more easy to subdivide workflow in various folder in order to have a structured overview.

 

Would be really really great!!

 

best regards, Farid

Sachkundiger

Excellent idea!

Berater

 Yes please - much needed! Always reluctant to delete Workflows "just in case" - this would help greatly. 

Berater

We use Hubspot for marketing, sales and service and use workflows that are managed by people from eacht department. So it would be nice if we could organize workflows with folders, categories or labels to have an overview of who's responsible for which workflow.

Mitwirkender

I vote this idea as well!