How to make Workflows easier to edit: Clone and move workflow actions

hshafter

Hi,

I have a suggestion for making workflows easier to edit. Once a workflow is created, it would be great to be able to cut, copy, and "drag & drop" items.

For example, I might want to create the same task to be repeated with a waiting period between each. This would allow me to copy the entire action ("create task") and paste it below the next waiting period. Or I might have similar needs after an If/Then split, with only minor differences. I could copy the Yes path to the No path and then make minor edits. Or I might decide that I want to change the order of activities. Then I could drag the boxes to different parts of the workflow to change the order. Much easier than recreating each one in a different place.

HubSpot updates
24 Replies
rwolupo
Top Contributor

Great feature so far. 

 

Is there the possibility or is it planned to clone and move subsequent actions in the future? 



MeganLegge
HubSpot Product Team

Hi @rwolupo 

 

Thanks for following up! Yes - we plan to soon start work on the addition of cloning and moving groups of actions all at once. Stay tuned!

 

Best,

Megan

rwolupo
Top Contributor

i'll love that. thx @MeganLegge 

Status updated to: Delivered
MeganLegge
HubSpot Product Team

Hi everyone,

 

Clone or move a workflow action is now live to all 😃

We plan to soon start work on the addition of cloning or moving groups of actions next. Keep an eye out for that one!

 

Thanks!

Megan