Workflow Organization and Methodology

SOLVE
Occasional Contributor

Hi all ^_^

 

Do you know any methodology to organize workflows?

 

I have several workflows of different natures and I don't think there is a way to organize them in a clear and structured way on HubSpot platform. For example, there are no folders like on "File Manager" to split the workflows by category...

 

Thanks in advance for your input.

Rui

1 Accepted solution

Accepted Solutions
Community Thought Leader | Diamond Partner

Hi @rouk73

 

The only thing I can recommend is creating a naming convention for yourself.

 

This can be anything you like but we tend to name all nurturing workflows as 'campaign name - LN' and all data management workflows have '(SYSTEM)' at the begining. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
7 Replies 7
Community Thought Leader | Diamond Partner

Hi @rouk73

 

The only thing I can recommend is creating a naming convention for yourself.

 

This can be anything you like but we tend to name all nurturing workflows as 'campaign name - LN' and all data management workflows have '(SYSTEM)' at the begining. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Occasional Contributor

Hi Phil,

 

Thank you for the suggestion.

 

Yes, I agree. That is the only way to get an organised list, sorted by categories.

 

I was wondering if there's also a strategy or a better way to structure this feature. For example, some workflow categories I have currently are Sign Up, LifeCycle, Behaviour, Document Download, etc.

 

Anyway, I trust HubSpot is already working on updates that will improve this section.

 

Best,

Rui

www.lovetts.co.uk

 

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0 Upvotes
Occasional Contributor

+1

 

A file manager would be very helpful... 

Occasional Contributor

Something I'm missing either. At least a folder system similar to the one for emails.

Highlighted
Regular Contributor

I would LOVE to see a way to categorize / organize workflows. A good naming convention goes a long way, but a way to categorize would really help a lot!

New Contributor

Would love to see a folder system in workflows. We have over 100 workflows and it would make it easier to organize if there was a folder system!

Occasional Contributor

Just in case anyone in this thread was not already aware, Hubspot has now released Folders for workflows in beta. Fill in this google form for access https://docs.google.com/forms/d/e/1FAIpQLScUOtdaQm15PyQa0v462yBtWp_lu4XUW7J2YKxqoRNHl_GWjA/viewform?...