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.

HubSpot updates
19 Replies
sarahb1
Occasional 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.

gtwright
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.

kfischmann
Occasional Contributor

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.

jimgoldstein
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

hvy_weight
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 Employee
HubSpot Employee

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.

simon2
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.

cathylamberth
New Contributor

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

simon2
Regular Contributor

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

turner_bass
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.