Workflow Step Notes

Workflows can be complex and it would be great it you could add notes to a step to explain what it's doing for other members on the team.

In programming, you leave comments in the code to help explain a function, why not have something similar in workflows.

41 Replies
New Contributor

I agree, this would be great. I also would love to be able to leverage the description field by having that export with the workflow list export. This would help our team track this info in that field that already exists, but to my knowledge you just have to look in that field, you can't export it with the other metrics.

Occasional Contributor

Another vote for this.

 

For us, typically the person building the workflow isn't the same person creating the emails to be sent by the workflow, so being able to add a comment as an "action" on a workflow to indicate placeholders or instructions would be tremendously helpful.

Occasional Contributor | Platinum Partner

Thumbs up from us too.

The ability to add step-specific notes to a workflow would be fantastic, epecially for agencies - we tend to collaborate a lot, so being able to insert notes means context can be conveyed far more easily. Additionally, being able to show a workflow to a more technical client, highlighting the various steps and processes by way of calling out various step notes would be fantastic.

Occasional Contributor

Please add the ability to annotate workflows. For complex workflows and growing marketing teams, this would be invaluable.  "Description" is not specific enough for multi-tiered/branched workflows.

 

Thanks

Regular Contributor

I agree! I switched to Hubspot from Infusionsoft ("confusionsoft") but even with their complex campaigns, you can comment and document your process. Hubspot is a simpler process, but in a chain of more than a few, it can get very confusing and I find myself wasting a lot of time counting stages. A very simple solution to simply allow a description in each box.

HubSpot Moderator

I agree on this completely - I think this would be AMAZING. Workflows get so complex and I would love to be able to leave notes on how/why I am doing things. In addition, you can leave notes to yourself to do something in the future.

Regular Contributor

This just occurred to me so glad to see it already posted. I was thinking something like a post-it note that can be attached to any step.

Occasional Contributor

I also agree. I think this would be a valuable enhancement. Additionally, a workflow description would be helpful. 

Regular Contributor

@cathylamberth when viewing a workflow click the More button in the top right, you can add descriptive notes there. 

Regular Contributor

 Yes! My team could definitely use a feature like this right now. Having the ability to notate the process would be immensely helpful. I was just about to make this feature suggestion myself, but I'm glad others are also seeing the benefit.

New Contributor

Yes! This and the ability to put workflows in folders. We have so many it is hard to keep track of them all!

Occasional Contributor

I agree with this completely. I came from another solution and while the icons stayed the same on the steps for marketers who build the programs, even being able to change the name of the step for human readable purposes was invaluable.

Occasional Contributor

Naming or putting a note on the steps inside of a workflow seems to be a standard feature in other platforms. I was surprised HubSpot doesn't offer this yet.

Occasional Contributor

I would LOVE to see this as well.

Community Superstar

This is one of those great ideas that simply doesn't need any further explanation. Just do it.

[Along with FOLDERS for workflows!] 🙂

Advisor | Diamond Partner

Rather than searching through and analyzing a workflow to undertand it's purpose - allow a sticky note (or multiple notes) to be attached anywhere in the "blank space" of the workflow that would describe the purpose of the workflow, what is happening in the workflow or instructions on how to improve/adjust the workflow. Currently, a one-line title is the only descriptive allowance. 

Occasional Contributor

I really like this idea.  One of the pain points in our organization is maintaining accurate documentation as things grow. 

We have some external tools and documents, but as a developer, I really would love to be able to document the purpose and execution of a workflow _within_ the workflow.  Sometimes we have to be a bit "clever" to get the exact behavior we want from the tools... this is all well and good until we come back to it months later and can't remember why we did something a certain way.

I'm not sure how sustainable/responsive free placement of sticky notes would be, but it would be great to at least be able to place a workflow-level description and inline comments at workflow steps, perhaps like Word and similar tools tie a comment to a specific part of the document and allow the comments to show up on the side.

Occasional Contributor | Gold Partner

I would also love to leave notes for myself or someone else for when a workflow is still missing something (an email that needs to be created first, etc) or if there is something that needs to be chacekd. Just so that when I go to look at the workflow with my coworker, I instantly see what needs to be done. 

It would also help avoid situations where you wonder why a workflow was made the way it is, what was the reasoning behind certain steps.

Regular Contributor

I love this idea. I build very complex workflows and sometimes they are interconnected. I have to label them Drip <ABC> WF(1/3);  Drip <ABC>WF(2/3); Drip <ABC> WF(3/3) to remember the order. Having a description would help others on my team when they add/edit my workflows! 

Regular Contributor

Great idea, I see many uses for this.