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Workflows

Use the drag and drop collaboration sidebar with workflows (BETA)

Last updated: January 21, 2023

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise

Use the drag and drop version of the collaboration sidebar in your workflows tool to add comments and work with your team. Learn more about adding comments to your HubSpot assets.  

To use the drag and drop collaboration sidebar:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • Click and drag the collaboration sidebar to reposition it.
 

 
  • To comment on the collaboration sidebar, click the comments comment icon. By default, comment mode will be enabled. In this mode, you can add comments to your workflow actions.  
  • To exit comment mode, in the top right, click the X icon.
  • To re-enter comment mode, in the right panel, click Comment mode
  • To hide your comments, click More Hide comments on screen. This will hide comments on workflow actions.  
  • To add a general comment: 
    • In the comment field, type your comment. Use the rich text toolbar to format your text. To notify a teammate of your comment, type the @ symbol, then enter the user's name.
    • To save your comment, click Comment
    • To edit or delete a comment:
      • Hover over the comment you want to edit or delete.
      • In the top right of the comment, click Actions and select Edit or Delete. You can only edit or delete your own comments.
  • To exit the drag and drop collaboration sidebar, at the top of the right panel, click the X icon.
      


 

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