Organize your workflows

On the workflows dashboard, you can navigate to the following tabs: 

• All workflows: all workflows created directly in the workflows tool or workflows created from other tools such as forms, emails, tickets, or deals will display.
• Needs review: workflows that have encountered errors in the last 7 days will display. Learn how to identify and troubleshoot common workflow errors. 
• Unused: workflows that are turned off or haven't executed any actions in the last 90 days will display. Learn how to manage your unused workflows. 
• Deleted: workflows that have been deleted in the past 90 days will display. You can restore deleted workflows from the Recently deleted tab, learn how to delete and restore workflows. 

Manage your workflow views 

To find specific workflows, you can either search by name or filter your workflows. You can also update the columns in the views to display specific workflow data. 

• In your HubSpot account, navigate to Automation > Workflows.
• In the top search bar, enter the name of the workflow you want to locate. 
• You can refine your search results by filtering by workflow type:
  • On or Off: filter by workflows that are turned on or off. 
  • Type: filter by the workflow object type, such as deal or company-based workflows. 
  • Creator: filter by the user that created the workflow. 
  • Teams: filter by the team that the workflow is assigned to. 

• • Tool created from: filter by the tool that the workflow, such as the forms tool or the workflows app. 

• To customize the workflow data displayed in the view, in the top right, click Actions > Edit columns. Update the view from the dialog box: 
  • On the left, select the checkboxes next to the properties or associations you want to appear in the view. 
  • On the right, click and drag the properties to rearrange them in the view.
  • To remove a property, click x.
  • Click Save.

• To save the selected filters as a view, click Save view in the top right.
• Name your view and select who can view it. Click Save.

Before choosing what to display on the workflow view, learn more about workflow details. 

Organize your workflows with folders

Organize your workflows into folders on the workflows dashboard. Once created, folders will display on the dashboard with your workflows. 

Create, move and delete folders

• In your HubSpot account, navigate to Automation > Workflows.
• In the upper left, click Create folder. 

• Enter the folder name, then click Save.
• On the Workflows page, select the checkboxes next to the workflows you want to move into the folder.
• In the header row, click Move.
• In the dialog box, select the desired folder, then click Move.
• To change a folder name, click on the folder, then click Actions > Rename folder. Click Save.
• To delete a folder, select the folder then click Actions > Delete folder. Click Delete folder.