How to make Workflows easier to edit

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.

9 Replies
cdavie1
New Contributor

The ability to drag and drop in the workflow editor would be HUGE. A guaranteed increase in performance for EVERYONE.

Please HS team, make that happen!

jknapp
Regular Contributor

I am also in favor of this idea. I'm currently building our SDR lead assignemnt which is based on state boundaries but the steps following are just copy/paste drag and drop and I can see where cloning this workflow and changing the order of items might be needed in the future where drag and drop of branches or single tasks would be amazing.

austinpostler
Regular Contributor

We create workflows that have many if/then branches with the following yes/no paths being similar in nature.   A copy/paste function in the workflow will save us a lot of time and effort in building out these workflows.  Great idea and can't wait for it to happen!

Andrew3
Regular Contributor

This would save me hours of needless manual effort!  Isn't that what a sales tool is supposed to do? Smiley Happy

DMK1688
New Contributor

We just switched over from Active Campaign (and a bunch of other tools) to Hubspot and this feature is lacking yet needed! Come on Hubspot, you ain't  cheap, and this doesn't seem like an overly complicated function to build. 

andreaulloa
New Contributor

WE NEED THIS IN OUR AGENCY! 

DevinRZC_DM
Occasional Contributor

This could save so much time that we could use to focus on the nitty-gritty! Workflows are a powerful tool and eliminating the workarounds and/or redundancy would be a game-changer. 

rachaelshaw7
Regular Contributor

Hi Everyone,

An idea similar to this seems to be in planning.
While it doesnt ask for cloning per se, It does ask for branches to be reconnected to the main branch once an exception is dealt with - in most cases this would negate the need to clone branches over and over again - since this feature is in planning you could vote and request drag and drop + the branches connect to any section not just the main branch  


Vote here:


https://community.hubspot.com/t5/HubSpot-Ideas/IF-branches-reconnection/idi-p/11322


Rachael

snagpal
New Contributor