Workflow Step Notes

ndwilliams3

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
Status updated to: Being Reviewed
May 18, 2020

Hi Everyone,

 

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.

 

Best,

Jesse

May 24, 2018

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.

42 Replies
cathylamberth
Occasional Contributor

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