HubSpot Ideas

samglenn

Marketing Emails / Lists / Workflows / Sales Tools - Folders

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. 

 

September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available.

 

Going forward, please use the following ideas for upvotes and comments around different folder requests.

Marketing Emails

Lists

Workflows

Sales Tools

 

Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea.

 

Thank you again for using the ideas forum and for your enthusiasm for these products!

 

166 Comentários
ifly
Membro

Adding subcategories to the sales templates tool would be helpful. Our business has multiple locations with different pricing/taxes. May help companies stay consistent with collateral that operate in multiple cities/states/countries.

jcallahan
Membro

I have about 60-70 templates in a folder called "Callahan Templates" and it takes a while for me to find the one that I want. I think it would be a huge help in organizing and would increase our efficiency if we were able to create subfolders in templates. For example, in the "Callahan Templates" folder, I could have "Follow-ups", "Event Templates", etc.

hubspotuser2011
Participante

The Marketing File Manager has a great way of organizing through sub folders. The Sales CRM does not have this feature. It would be a great asset to sales teams if they could have sub-folders within folders for organizing. 

 

Currently it is very difficult to navigate to documents when there are hundreds of seperate folders. It would clean up the area aesthetically, too. 

 

Please allow the Sales CRM this feature! 

ndwilliams3
Conselheiro(a) de destaque

Totally agree. Folders would significantly improve the organization in Documents. 

 

 

willcurran
Top colaborador(a)

Jeez, yes please! My folders are just so gigantic now.

jamesk
Membro

I agree, we have been HubSot customers for a month and we have about 20 users. With all of us creating/ modifying templates. It is becoming time consuming to constantly search for our templates. However, the recently used templates in the Gmail extension does help.

 

Kind regards,

 

James

 


@jcallahan wrote:

I have about 60-70 templates in a folder called "Callahan Templates" and it takes a while for me to find the one that I want. I think it would be a huge help in organizing and would increase our efficiency if we were able to create subfolders in templates. For example, in the "Callahan Templates" folder, I could have "Follow-ups", "Event Templates", etc.


 

jasonsongtrust
Participante

yes, could be great for organizing documents.

Maka
Participante

Yes, same here. I already talked to one of the Hubspot guys about this, and he said that it's on the road map. But it would be great to have this asap, I'm also struggling fwith around 60 templates in different languages.

willcurran
Top colaborador(a)

Also the ability to view them in a list view with columns would be helpful. For example, filtering out by user who uploaded or last time someone opened the document, similar to the analytics but the ability to get to the doc, edit it, organize it, delete it, etc.

Status atualizado para: Idea Submitted
roisinkirby
Equipe de Produto da HubSpot

Hey @ifly, I've moved your feature request to this thread to combine votes and comments. 

RobinVoter
Membro

Agree! Clients are asking for this.

jfindley99
Membro

This would help organization tremendously. 

lorienmax
Membro

I do hope this is on the roadmap. I have been requesting this since templates were released I think it has been well over a year. 

lellis
Participante

It sucks that I can blow stuff away (delete) in bulk but no way to organize content by moving templates and sequences in bulk.  The ONLY way to organize templates and sequences is to move them one at a time.  Not a time saver but a time suck, so we stay disorganized and ineffective with messaging because we can't manage what we have, because Hubspot does not give us to the utility to do so.  

Maka
Participante

@roisinkirby Is there any update on this? Thanks!

RandyCarson
Membro

We need subfolders for sequences. This is basic directory structure stuff...not rocket science. Please enable us to organize our sequences more neatly SOON. Thanks.

Justinmiller
Membro

Upvote!

taylorfriss
Top colaborador(a)

Email Template Subfolders

sgchili
Participante

Needed!

nbar0n
Membro

Good morning,

Having subfolders in template is a must have when communicating with clients. There are so many situations to handle when communicating to clients and we loose a lot of time by looking for the correct template. We came to hubspot because it brings us productivity.

Can you give us more insights on when will the feature be available?

Thank you!

Nicolas