Ever spent way too long trying to find that one workflow in HubSpot? You try a few keywords, but nothing helps, and opening each one to check the logic is just painful.We’ve been there. So have our clients.
Especially when workflows are created by different team members, each with their own naming style. Without a consistent naming or documentation structure, even the most organised portal can feel like a maze. (But that’s a topic for another post.)
A Small but Mighty Update
You can now search workflows by description.
Descriptions often contain the actual logic behind the workflow, especially if the names are vague. Previously, you could only search by name. Now, when you enter a keyword in the search bar, HubSpot will show matches from both workflow names and descriptions.
If you haven’t been using descriptions consistently, this might be the nudge to start. It’s a small change, but it really saves time.
And if your workflows could use a naming convention refresh or a spring clean, we’re always happy to help
Do you have any questions?
Need help navigating HubSpot’s tools and features? Feel free to reach out by sending an email to hubspot@actuado.com.
