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 thecomments 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