HubSpot Ideas

ndwilliams3

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.

44 Replies
cathylamberth
Member

Megan,

Thanks for the update on the progress of this feature. 

When I initially read your message, I thought not carrying the comments over when cloned makes sense, But as I began to think it through, I'm thinking that also cloning the comments and appending (clone) at the end like other cloned items could be helpful. If someone has taken the time to make comments/document aspects of the workflow and then clone that workflow there must be aspects of that workflow that will remain the same so the comments would be relevant.  And, by appending (clone) the user would need to review and update as appropriate. 

MeganLegge
HubSpot Product Team

Hi all,

 

An exciting update for this feature! You can now add @ mentions when using comments on workflow actions, which will trigger notifications to the mentioned person.

 

Screen Shot 2021-01-06 at 8.45.27 AM.png

 

Please let me know if you have any questions or feedback.

 

Best,

Megan

JStadsvold
Member

Yes! This would be extremely helpful for new team members who have not been around for the history of our existing workflows!

03874
Participant

comments would be better if they operated more like stickynotes.