Add comments to a workflow

Add comments to your workflow and workflow actions to collaborate with your team and ask for feedback. Comments can be added to all workflow actions, including if/then branches. You can edit or delete a comment after adding it.

For example, you can comment on a delay to ask a colleague to confirm a workflow's timing.

Add a comment to a workflow action

To add a comment to an action in 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 comments comment icon. 
  
  

• 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 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.
  • Comments on workflow actions will not appear in the collaboration sidebar, they will only appear on the action itself.
• To edit or delete your comment, click the  comments CCComment icon, then click Actions and select Edit or Delete. You can only edit or delete your own comments.
  
  

Add comments with the drag and drop collaboration sidebar 

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.