---
title: Hubspot Workflows 
description: Workflows
---

[Skip to content](https://knowledgebase.glamadelaide.com.au/hubspot-workflows-overview#main-content)

English

Show submenu for translations

![GLA088\_Logo\_Update-01 (1).png\]](https://knowledgebase.glamadelaide.com.au/hs-fs/hubfs/GLA088_Logo_Update-01%20(1).png?height=49&name=GLA088_Logo_Update-01%20(1).png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to glamadelaide.com.au

 Go to glamadelaide.com.au

 Welcome to the glamadelaide Help Center

- There are no suggestions because the search field is empty.

1. [Internal Processes & Software Guides](https://knowledgebase.glamadelaide.com.au/?hsLang=en)
2. [HubSpot](https://knowledgebase.glamadelaide.com.au/hubspot?hsLang=en)

# Hubspot Workflows

## How to edit a workflow

### 1. Open the workflow

- Go to **Automation → Workflows** in HubSpot.
- Find the workflow you want to change.
- Hover over the workflow name.
- Click **Edit workflow**.

### 2. Find the task you want to change

The workflow will open as a large flow chart.

- Find the relevant **package/type branch**.
- Scroll **left or right** to find the correct section if needed.
- Scroll **up or down** to find the individual task.

**Tip:** Look at the task name rather than the task number. For example, **Feature Article #1**, **Calendar Listing**, or **Create campaign report**.

### 3. Open the task

- Click the task box you want to edit.
- The **Edit action** panel will open on the left-hand side.

### 4. Make your changes

In the left-hand panel, you can change things such as:

- **Title** – the name of the task
- **Due date** – how many days after the workflow runs the task is due
- **Due time**
- **Email reminder**
- **Notes**
- **Task queue**
- **Priority**
- **Assign task to** – who should receive the task

Only change the fields you actually need to update.

### 5. Save the change

- Click **Save** at the top of the left-hand panel.
- Once saved, the task will update in the workflow.

### 6. Edit another task if required

- Find the next task.
- Click it.
- Make the change.
- Click **Save** again.

Repeat this for each task that needs updating.

Important

You **do not need to turn the workflow off** while making these changes.

Avoid clicking **Turn off** in the top-right corner unless you actually want to stop the workflow from running.

Each task needs to be edited and **saved individually**.

 

- [HubSpot](https://knowledgebase.glamadelaide.com.au/hubspot?hsLang=en)
- [Website/Wordpress](https://knowledgebase.glamadelaide.com.au/website-wordpress?hsLang=en)
- [eNewsletter](https://knowledgebase.glamadelaide.com.au/enewsletter?hsLang=en)
- [Admin](https://knowledgebase.glamadelaide.com.au/admin?hsLang=en#main-content)

    - [Reports](https://knowledgebase.glamadelaide.com.au/admin?hsLang=en#reports)
- [Zapier](https://knowledgebase.glamadelaide.com.au/zapier?hsLang=en)

[![](https://knowledgebase.glamadelaide.com.au/hs-fs/hubfs/glam-adelaide-sequoia-lodge-325x217-1.png?width=325&height=217&name=glam-adelaide-sequoia-lodge-325x217-1.png)](http://glamadelaide.com.au)

glamadelaide.com.au Help Center

Copyright © 2026, Glam Adelaide