Leaving comments/labels in workflows for colleagues

SOLVE
DoraMeleg
Contributor

Hi! 

Is there a way to let your colleagues know why a workflow is set up the way it is? Like leaving a comment at the if/then branch to explain the logic? 

 

If this is not available, how do you deal with it at your company? 

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @DoraMeleg,

 

yes, there is a small icon that appears on the bottom right corner when hovering over workflow actions:

 

karstenkoehler_1-1621252971134.png

 

 

When you click it, you can tag colleagues by typing @ and you can leave a note on that particular action.

 

karstenkoehler_0-1621252946098.png

 

This is the knowledgebase article on adding comments to workflows: https://knowledge.hubspot.com/workflows/add-comments-to-a-workflow

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @DoraMeleg,

 

yes, there is a small icon that appears on the bottom right corner when hovering over workflow actions:

 

karstenkoehler_1-1621252971134.png

 

 

When you click it, you can tag colleagues by typing @ and you can leave a note on that particular action.

 

karstenkoehler_0-1621252946098.png

 

This is the knowledgebase article on adding comments to workflows: https://knowledge.hubspot.com/workflows/add-comments-to-a-workflow

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

DoraMeleg
Contributor

Thank you, I totally missed that small icon! This is really helpful!

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