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
Jan 8, 2021

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

Status updated to: Delivered
Sep 3, 2020

Hi Everyone,

 

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!

Megan

Status updated to: In Beta
Aug 19, 2020

Hi everyone,

 

Thank you so much for your input on this idea! We now have this feature in beta: Add a comment to any workflow action.

 

add a commentadd a comment

 

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!

 

Best,

Megan

Jul 6, 2020

Hello again,

 

Anyone else interested in providing feedback on our team's plan for the above, proposed feature of adding notes to workflow actions, I invite you to check out some designs & fill out this 3 question survey (it will take only a few minutes of your time):  
 
Thank you!
Megan

Status updated to: In Planning
Jun 22, 2020

Hi all,

 

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  Smiley Happy

 

Best,

Megan

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

43 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!