Folders to organize Workflows

bellawu

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
Oct 1, 2019

Hi @Lauren_Lokker - Thanks for the feedback! Folders within folders for workflows has been added as a new thread here, please upvote there so we can assess customer support for this particular request: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-Within-Folders/idi-p/289607

 

@Msyvrais & @KeyWestScott Thanks for your feedback as well! I'd recommend adding your vote and comments to this post that raises a similar request: https://community.hubspot.com/t5/HubSpot-Ideas/Now-that-you-have-created-folders-in-Workflows-etc/idi-p/290090

 

 

Aug 22, 2019

@jnix284 Sorry about that! We just found and fixed this. It should work as expected now.

 

@auto_mate Thanks for the feedback! We're actively looking into the sorting rules used to determine order and will have a fix out soon.

Aug 22, 2019

Thank you for reporting @jnix284, the team is working on a fix! If you encounter something like this in the future, I would recommend opening a support ticket so it can be sure to get to the team's attention as soon as possible! I will update here again once this is fixed Smiley Happy

Status updated to: Delivered
Aug 22, 2019

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-beta

Status updated 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. 

Re: Folders to organize Workflows - 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. 

109 Replies
MeganLegge
HubSpot Product Team

Thank you for reporting @jnix284, the team is working on a fix! If you encounter something like this in the future, I would recommend opening a support ticket so it can be sure to get to the team's attention as soon as possible! I will update here again once this is fixed Smiley Happy

zeke
HubSpot Product Team

@jnix284 Sorry about that! We just found and fixed this. It should work as expected now.

 

@auto_mate Thanks for the feedback! We're actively looking into the sorting rules used to determine order and will have a fix out soon.

Lauren_Lokker
Participant | Diamond Partner

@zeke would it be possible to add the ability to have folders within a folder? 

Msyvrais
Key Advisor

can we also remove the workflow / email / form out of the main screen list and into the folder only?!

KeyWestScott
Key Advisor

@Msyvrais Yes, to that.....

 

Scott

MeganLegge
HubSpot Product Team

Hi @Lauren_Lokker - Thanks for the feedback! Folders within folders for workflows has been added as a new thread here, please upvote there so we can assess customer support for this particular request: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-Within-Folders/idi-p/289607

 

@Msyvrais & @KeyWestScott Thanks for your feedback as well! I'd recommend adding your vote and comments to this post that raises a similar request: https://community.hubspot.com/t5/HubSpot-Ideas/Now-that-you-have-created-folders-in-Workflows-etc/id...

 

 

Tsell
Participant

Need folders in folders now

JeanSchwabFin
Member

I would be great to have sub-folders!

AVO
Member

Sub-folders would be great