Organize workflows by managing your workflow tables and grouping your workflows into folders.
On the workflows dashboard, you can navigate to the following tabs:
- Created in workflows: all workflows created directly in the workflows tool in the HubSpot account will display.
- Created in other tools: all workflows created from other tools such as forms, emails, tickets, or deals will display.
- Workflows with errors: workflows that have encountered errors in the last 7 days will display. Learn how to identify and troubleshoot common workflow errors.
- Unused workflows: workflows that are turned off or haven't executed any actions in the last 90 days will display. Learn how to manage your unused workflows.
- Recently deleted: workflows that have been deleted in the past 90 days will display. You can restore deleted workflows from the Recently deleted tab, learn how to delete and restore workflows.
Manage your workflow tables
To find specific workflows, you can either search by name or filter your workflows. You can also update the columns in the tables to display specific workflow data.
- In your HubSpot account, navigate to Automation > Workflows.
- In the top search bar, enter the name of the workflow you want to locate.
- You can refine your search results by filtering by workflow type:
- Status: filter by workflows that are turned on or off.
- Creator: filter by the user that created the workflow.
- Type: filter by the workflow object type, such as deal or company-based workflows.
- Tool created from: filter by the tool that the workflow, such as the forms tool or the workflows app.
- Team: filter by the team that the workflow is assigned to.
- To customize the workflow data displayed in the table, in the top right, click Table actions > Edit columns. Update the table from the dialog box:
- On the left, select the checkboxes next to the properties or associations you want to appear in the table.
- On the right, click and drag the properties to rearrange them in the table.
- To remove a property, click x.
- Click Apply.
Before choosing what to display on the workflow table, learn more about workflow details.
Organize your workflows with folders
Organize your workflows into folders on the workflows dashboard. Once created, folders will display on the dashboard with your workflows. You cannot create folders within existing folders.
- In your HubSpot account, navigate to Automation > Workflows.
- In the upper right, click Create folder.
- Enter the folder name, then click Save.
- On the Workflows page, select the checkboxes next to the workflows you want to move into the folder.
- In the header row, click Move to folder.
- In the dialog box, select the folder from the Folder name dropdown menu, then click Save.
- To change a folder name, hover over the folder and click Rename.
- To delete a folder:
- Hover over the folder and click Delete.
- In the dialog box, confirm the deletion by entering your HubID and clicking Delete. Deleting a folder also deletes the workflows in it. Folders cannot be bulk deleted.