Hi HubSpot Team,
I've encountered a significant design issue in the Workflow, Form,
CTA, Website pages, Chatflows, Survey, Playbooks, Quotes tools that impacts efficiency, especially for users managing multiple accounts.
Currently, when navigating these tools and try to create/edit something, the top header (which typically displays the account name or important navigation information) isn't visible or accessible.
This lack of visibility makes it challenging to quickly identify which account you're working in, increasing the risk of errors and confusion.
As of now, I'm managing more than 15 clients' accounts, so you can imagine how hard it is for me to remember which tab I have for which account. Every time, I need to go back to the main tool page to see the account name.
Here are some examples, I would like to share with you:
Form Creation Page - No header
CTA Creation Page - No header
Quotes Creation Page - No header
Workflow Creation Page - No header
Proposed Solution:
I suggest implementing a sticky or persistent header in all tools just like what you provided on index tool.
This header also should remain visible as users scroll through bottom of any tool. It would allow for smoother transitions between tools, reduce account confusion, and provide a more seamless user experience.
Example: Other platforms with multi-account management, like Google Analytics, offer a similar feature, ensuring users always know which account they're working in, regardless of how deep they are in the tool.
Benefit to Users:
- Improved clarity on account identity during tasks
- Reduced risk of errors when working with multiple clients or accounts
- Enhanced overall user experience and navigation within the HubSpot ecosystem
Thank you for considering this suggestion. I believe this simple tweak could significantly improve the Workflow and Form tool usability for many users.
Best regards,
Harshad Patel