Workflows

Add comments to a workflow

Last updated: September 1, 2020

Applies to:

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

Adding comments to workflow actions allows you to give context to an automated process and collaborate with your team.

For example, you may want to leave a comment on a delay action to explain why an email should be sent out at a certain time.

workflow-comment

Comments can be added to all workflow actions, including if/then branches. You can edit or delete a comment after adding it.

To add a comment to a workflow:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • Hover over the action that you want to comment on. In the bottom right of the action, click the comment icon comments .  
  • In the comment field, type your comment.
  • To save your comment, click Save or hit enter. Once a comment has been added to an action, the comment icon will display so that others know the action has been commented on.
  • To edit or delete your comment, click the comment icon comments , then click Actions and select Edit or Delete. You can only edit or delete your own comments.
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