How to Use the New HubSpot Workflow Navigation Bar

The new workflow navigation bar in Hubspot gives you a clearer, more organized way to build, monitor, and troubleshoot your automation. Understanding how this interface is structured will help you work faster and avoid errors when creating complex workflows.

This guide walks through each tab and panel in the new navigation layout so you can confidently manage every stage of your automation, from design to reporting.

Overview of the New HubSpot Workflow Layout

The updated workflow editor introduces a top navigation bar that groups related tools into logical sections. Instead of hunting through side panels, you can now use clearly labeled tabs to move between configuration, enrollment, and performance views.

The workflow editor is divided into:

• A central canvas where you design the workflow actions and branches.
• A top navigation bar with multiple tabs.
• Contextual right-side panels that change depending on the tab selected.

This structure keeps the main editing experience focused while still giving you quick access to supporting settings and reports.

Key Tabs in the HubSpot Workflow Navigation Bar

The navigation bar at the top of the workflow editor contains several tabs. Each tab focuses on a specific part of building and maintaining your automation.

HubSpot Build Tab

The Build tab is where you spend most of your time. It is the default view whenever you open a workflow. Here you can:

• Add, edit, and remove workflow actions.
• Configure branches and delays.
• View the overall structure of your automation.

On the right side, the contextual panel lets you configure any selected action. Selecting an action on the canvas will open its settings automatically, so you can adjust properties without losing your place.

HubSpot Settings Tab

The Settings tab centralizes workflow-level configuration. In this area you can:

• Set enrollment and reenrollment rules.
• Choose suppression lists and other controls that stop certain records from entering.
• Configure schedule limitations, such as which days or times actions are allowed to execute.

By keeping these controls in a dedicated tab, the navigation bar helps you easily review critical rules before turning the workflow on.

HubSpot Test Tab

The Test tab is designed to simulate how a record moves through your workflow. From this view you can:

• Select a contact, company, deal, ticket, or custom object to test (depending on workflow type).
• Preview the path that record will take based on your current conditions.
• Validate whether delays, branches, and actions behave as expected.

Running tests before activation dramatically reduces mistakes and ensures your workflow behaves correctly in production.

HubSpot History Tab

The History tab surfaces a detailed log of workflow events. You can use this log to troubleshoot issues and confirm that actions have executed as intended.

In this tab you can:

• See when a record enrolled or unenrolled.
• Review completed and upcoming actions.
• Filter events by time range or event type.

The history log is especially useful when you are debugging conditional branches or enrollment criteria that do not behave as expected.

HubSpot Performance Tab

The Performance tab focuses on reporting and optimization. Here you can track how effective your workflow is over time.

In this tab you can:

• Review enrollment trends and completion rates.
• Monitor key metrics tied to workflow goals.
• Identify steps where records commonly drop off.

These insights allow you to refine your automation strategy, make data-driven improvements, and better align the workflow to your business goals.

Using the HubSpot Workflow Navigation Bar Step by Step

To get the most value from the new navigation bar, follow a structured approach whenever you create or edit a workflow.

1. Design the Structure in the Build Tab

1. Open the workflow and confirm you are in the Build tab.
2. Drag actions onto the canvas to outline your automation.
3. Create branches for different paths based on record properties, form submissions, or other criteria.
4. Select each action and adjust its configuration in the right-side panel.

Use the zoom and navigation controls to keep a clear overview of complex workflows while you work.

2. Configure Rules in the Settings Tab

1. Switch to the Settings tab in the navigation bar.
2. Define who should enroll in the workflow and how often they can reenroll.
3. Apply suppression lists to keep specific segments from entering.
4. Set scheduling rules to control when actions can run, such as limiting to business days.

Always review these settings carefully before publishing changes, because they directly affect which records your automation will touch.

3. Test Your Automation in the Test Tab

1. Click the Test tab.
2. Choose a sample record that represents a common use case.
3. Run a test to see the predicted path.
4. Adjust actions or conditions in the Build tab if the path does not match your expectations.

The test experience is tightly connected to the rest of the interface, so you can move back and forth between testing and editing without losing context.

4. Monitor Execution in the History Tab

1. After the workflow is active, open the History tab.
2. Filter by status or date range to locate relevant events.
3. Open specific enrollment records to see why a path was taken or skipped.
4. Use these findings to fine-tune your workflow logic in the Build and Settings tabs.

This view is essential for diagnosing edge cases and understanding how real data flows through your automation.

5. Optimize Results in the Performance Tab

1. Move to the Performance tab after your workflow has been running for some time.
2. Review enrollment volume, completion rates, and other metrics.
3. Identify bottlenecks, low-performing branches, or underused paths.
4. Return to the Build and Settings tabs to apply data-backed improvements.

By regularly checking performance, you can continuously refine your automation strategy and ensure your workflows support your broader marketing, sales, and service initiatives.

Best Practices for Working with the HubSpot Workflow Navigation

To use the new navigation bar efficiently, keep these practices in mind:

• Plan before building: Outline your desired journey so you can use the Build tab more effectively.
• Centralize rules: Use the Settings tab as your single source of truth for enrollment and scheduling controls.
• Test frequently: Run tests after making major changes to avoid surprises once the workflow is active.
• Check history when something looks wrong: The History tab will show exactly what happened and when.
• Review performance regularly: Use the Performance tab to guide optimization decisions instead of guessing.

Additional Resources for HubSpot Workflow Users

For deeper reference on the new workflow navigation bar, you can consult the official documentation provided by the platform: official workflow navigation guide.

If you need strategic help designing scalable automation or integrating workflows into a broader growth strategy, you can also explore specialized consulting services at Consultevo.

By understanding each tab of the new workflow navigation bar and following a repeatable process, you can build more reliable automation, troubleshoot issues faster, and unlock more value from your Hubspot investment.

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