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Workflows

Add comments to a workflow

Last updated: April 1, 2022

Applies to:

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

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.

workflow-comment-mention

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 a comment to a workflow 

Please note: this feature is only available for accounts with Marketing Hub Professional and Enterprise only.

To add a general comment to your workflow:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • In the workflow editor, click the comments Comment icon in the top right.

  • 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 your comment, hover over the comment then click Actions and select Edit or Delete. You can only edit or delete your own comments.

  • To access your comments, in the top right, click the first arrow icon. General comments added to the workflow will display in the collaboration sidebar. However, comments added to workflow actions will not be displayed. 
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