Most workflow actions, such as Create task and Send email, can be saved without setting all of the details. This can help streamline workflow building by allowing you to add your actions first as placeholders, then set up the rest of the details later before turning the workflow on.
For example, you're setting up a workflow for an upcoming email marketing campaign. Even though you haven't finished creating the emails you'll be sending, you can add all the Send email actions you need, then add the emails once they've been finalized.
Placeholder workflow actions can only be added to inactive workflows. You cannot add a placeholder when a workflow is turned on.
The following workflow actions cannot be set as placeholders, and must be fully set up before continuing to build your workflow:
Delay for a set amount of time
Delay until a day or time
Actions from connected apps
To save an action as a placeholder:
In the workflow editor, click the+plusiconto add an action.
In the actions panel, selectthe action.
At the bottom of the actions panel, click Save. The action will then be saved to the workflow timeline and will display the number of remaining details to fill out before you can turn the workflow on.