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.
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.
Please let me know if you have any questions or feedback.
Workflow action Comments are now live to all customers 🎉
We're actively working on adding @ mentioning capabilities to this feature, so keep an eye out for that coming soon.
We're also working with other teams as HubSpot to enable a workflow-level commenting system, that's not tied to any specific action, but rather references the workflow itself as a whole.
Follow up question for feedback: Currently, workflow action level comments will not carry over if a workflow is cloned. If anyone has thoughts about this (is that good? bad? why?) I'd love to hear more from you, please comment or send me a direct message.
Thank you so much for your input on this idea! We now have this feature in beta: Add a comment to any workflow action.
Please fill out this form if you'd like access, and feel free to send me a direct message if you have any questions or feedback to share!
I'm Megan, another product manager for the workflows tool. In follow up to Jesse's update above, we've put this feature on our roadmap and are actively making plans for introducing this. If anyone here would be open to answering some follow up questions about their thoughts and ideas for this feature, please send me a direct message
I'm Jesse Tremblay, Product Manager for our Automation products here at HubSpot. Thanks for all the feedback and ideas in this thread. It's really helpful for us to understand some critical gaps.
We definitely appreciate how complex workflows can become, especially with all the added functionality & use-cases, as well as when collaborating with others. While we don't have a specific solution planned for this now, we are going to review this and figure out where it fits in priority. We will update this thread as we figure things out.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.