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-...

Actualizaciones de HubSpot
October 01, 2019 04:12 AM

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

 

@Melly2022 & @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

 

 

August 22, 2019 12:22 PM

@Anonymous 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.

August 22, 2019 12:21 PM

Thank you for reporting @Anonymous, 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 Emoticono feliz

Estado actualizado a: Delivered
August 22, 2019 04:26 AM

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

109 Comentarios
MeganLegge
Equipo de producto de HubSpot

Thank you for reporting @Anonymous, 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 Emoticono feliz

zeke
Equipo de producto de HubSpot

@Anonymous 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
Participante | Partner nivel Elite

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

Melly2022
Asesor destacado | Partner nivel Platinum

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

KeyWestScott
Asesor destacado

@Melly2022 Yes, to that.....

 

Scott

MeganLegge
Equipo de producto de HubSpot

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

 

@Melly2022 & @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
Participante

Need folders in folders now

JeanSchwabFin
Miembro

I would be great to have sub-folders!

AVO
Miembro

Sub-folders would be great