How to Organize Your Workflows Into Folders

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized.

Step 1: Creating Folders

• Navigate to Automation > Workflows
• Click "Create Folder" in the top right

• In the popup window, name your Folder.

• Save, and it will appear in your list of All Workflows.

Step 2: Moving Workflows Into Folders

• In the workflow list, click on the three dots icon right next to the workflow that you want to move to the folder
• From the actions menu, click on the option “Move to Folder”

• In the popup window, choose a folder, and Save.

NOTE: You can move a Workflow out of one folder into the general page, or another folder, following the same process. You can also navigate into a folder and create a Workflow from within the folder to automatically have it saved within that folder.

Advanced Filters and Smart List

Advanced Filters and Smart List features in workflows allow you to apply multiple criteria to filter workflows and save custom views for quick access. 

Benefit: These tools help streamline your workflow management by enabling you to create and save tailored lists, improving efficiency in tracking specific actions or tags. 

How to Use: 

• Go to the Automations tab 
• Apply filters, and save your custom Smart Lists for future use.

FAQs

1. How do I create a new folder for my workflows?
   • Navigate to Automation > Workflows, then click "Create Folder" in the top right. Enter a name for the folder in the popup window and click "Save."
2. Can I move workflows between different folders?
   • Yes, you can move workflows from one folder to another or to the general page. Click on the three dots icon next to the workflow, select “Move to Folder,” choose the desired folder, and click "Save."
3. Can I create a new workflow directly within a folder?
   • Yes, you can navigate into a folder and create a new workflow from within that folder. The new workflow will be automatically saved in the selected folder.
4. What if I want to move a workflow back to the general page?
   • Follow the same process as moving a workflow to a folder. Select “Move to Folder” and then choose the option to move it to the general page.
5. Is there a limit to the number of folders I can create?
   • No, there is no specified limit to the number of folders you can create. Organize your workflows in as many folders as needed for effective management.
6. How can I rename or delete a folder?
   • You may need to check the specific options available in your CRM or automation platform for renaming or deleting folders, as this can vary by system. Typically, folder management options are accessible through the folder settings or options menu.