Folders for Automations

Chad Boucher
Chad Boucher Member Posts: 4

I would like to see folders for Automations so they can be organized by topic.  For example, I have a prospecting Pipeline and it would be nice to have all my automations relating to that pipeline grouped together.

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851
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    PIPEDRIVE TEAM
    edited October 2021 #2

    Agreed

     

    Right now the best way to tackle this issue is naming convention 

  • Keith Gereghty
    Keith Gereghty Member Posts: 58
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    edited October 2021 #3

    But can you sort by naming convention?

  • Renee Chandler
    Renee Chandler Member Posts: 25
    First Anniversary 5 Up Votes First Comment Photogenic
    edited January 16 #4

    I'd love to see folders for both campaigns & automations. Help keep things organized!

  • Andre Vill
    Andre Vill Member Posts: 136
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    edited January 16 #5

    I 100% agree with this. Currently making over 30 automations will be unmanagable. Folders or some sort of filters are really needed for both of them.

  • Harri Honkala
    Harri Honkala Member Posts: 37
    First Anniversary 5 Up Votes First Comment Photogenic
    edited July 2022 #6

    We have several pipelines and we use a lot of workflow automations. Managing workflows is quite heavy now when all the workflows are in one list in random order. I'd like to see some kind of grouping for the workflows e.g. all workflows that are related to Pipeline 1 are in one folder, Pipeline 2 in one folder and so on. 

  • Sven Amann_76110
    Sven Amann_76110 Member Posts: 67
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    edited January 16 #7

    Interesting idea. Having them ordered by name and, thus, being able to work with a naming scheme along the lines of "pipeline 1 / automation a", "pipeline 1 / automation b" would go a long way already... currently their ordered by their creation date, which is not helpful at all.

  • Harri Honkala
    Harri Honkala Member Posts: 37
    First Anniversary 5 Up Votes First Comment Photogenic
    edited January 16 #8

    Interesting idea. Having them ordered by name and, thus, being able to work with a naming scheme along the lines of "pipeline 1 / automation a", "pipeline 1 / automation b" would go a long way already... currently their ordered by their creation date, which is not helpful at all.

    Yeah that would help too! Right now it's just a big mess.. 

  • Sven Amann_76110
    Sven Amann_76110 Member Posts: 67
    5 Up Votes Name Dropper 5 Likes First Comment
    edited January 16 #9

    A solution seems to be in rollout. Tagging and sorting are available on our production instance (currently not on our sandbox, though).


  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 960
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    COMMUNITY MANAGER

    Hi everyone, you can do this not with folders but tags. Find all the details here.