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Using the Workflow Switcher in GHL Customer Care

Switch between workflows faster in GHL Customer Care using the Workflow Switcher. Learn how to search, manage, and navigate workflows in one panel

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On this page
  1. What’s New
  2. How to Open the Workflow Switcher
  3. Workflow Switcher Interface
  4. How to Switch Between Workflows
  5. Manage Workflows from the Switcher
  6. Navigation Improvements
  7. Keyboard Shortcut
  8. Frequently Asked Questions
  9. Related Articles

The Workflow Switcher allows you to quickly navigate between workflows without leaving the builder.

You can search, open, create, duplicate, and delete workflows directly from the switcher panel, helping you stay focused while managing automations.

TABLE OF CONTENTS

What’s New

The Workflow Switcher now includes:

  • Same-tab workflow switching to reduce tab clutter

  • Faster loading and smoother navigation

  • Infinite scroll to browse all workflows

  • In-panel actions to create, duplicate, and delete workflows

  • Availability in both Advanced and Standard Workflow Builders

How to Open the Workflow Switcher

  1. Go to Automations → Workflows

  2. Open any workflow

  3. Click the Workflow Switcher in the left sidebar

    • Or press Shift + W

Workflow Switcher Interface

Below is an overview of the Workflow Switcher inside the builder:

Workflow Switcher Interface (image 1 of 2) What this shows Below is an overview of the Workflow Switcher inside the builder: What this shows Illustrates the "Workflow Switcher Interface" section of "Using the Workflow Switcher in GHL Customer Care". This screenshot appears in the "Workflow Switcher Interface" section of "Using the Workflow Switcher in GHL Customer Care". The text alongside this image reads: Below is an overview of the Workflow Switcher inside the builder. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Search for workflows View recent workflows Switch between workflows without leaving the builder. Image 1 of 2 What this coversBelow is an overview of the Workflow Switcher inside the builder:
Fields in this part of the guide View recent workflowsDuplicate an existing workflow
Next stepSearch for workflows View recent workflows Switch between workflows without leaving the builder
All 3 steps in this procedure
  1. Search for workflows
  2. View recent workflows
  3. Switch between workflows without leaving the builder

This panel allows you to:

  • Search for workflows

  • View recent workflows

  • Switch between workflows without leaving the builder

Workflow Switcher Interface (image 2 of 2) What this shows Search for workflows View recent workflows Switch between workflows without leaving the builder What this shows Illustrates the "Workflow Switcher Interface" section of "Using the Workflow Switcher in GHL Customer Care". This screenshot appears in the "Workflow Switcher Interface" section of "Using the Workflow Switcher in GHL Customer Care". The text alongside this image reads: Search for workflows View recent workflows Switch between workflows without leaving the builder. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Create a new workflow Duplicate an existing workflow Open a workflow in a new tab Delete workflows. Image 2 of 2 What this coversSearch for workflows View recent workflows Switch between workflows without leaving the builder
Fields in this part of the guide View recent workflowsDuplicate an existing workflow
Next stepCreate a new workflow Duplicate an existing workflow Open a workflow in a new tab Delete workflows
All 3 steps in this procedure
  1. Search for workflows
  2. View recent workflows
  3. Switch between workflows without leaving the builder

From this panel, you can:

  • Create a new workflow

  • Duplicate an existing workflow

  • Open a workflow in a new tab

  • Delete workflows

How to Switch Between Workflows

  1. Open the Workflow Switcher

  2. Use the search bar or scroll to find a workflow

  3. Click the workflow name

The selected workflow will open in the same tab.

Manage Workflows from the Switcher

Inside the switcher, you can:

  • Create a new workflow using the + icon

  • Duplicate workflows from the options menu

  • Delete workflows you no longer need

These actions are available directly within the panel, so you don’t need to leave the builder.

  • Same-tab switching keeps your workspace focused

  • Infinite scroll allows browsing large workflow lists without pagination

  • Improved performance speeds up loading and switching between workflows

Keyboard Shortcut

Press Shift + W to open or close the Workflow Switcher.

Frequently Asked Questions

Can I open a workflow in a new tab?

Yes. Use the options menu or right-click a workflow and select Open in new tab.

Will I lose unsaved changes when switching workflows?

No. You will be prompted to save or discard changes before switching.

Is the Workflow Switcher available in all builders?

Yes. It is available in both Advanced and Standard Workflow Builders.

Is there a limit to how many workflows I can view?

No. Infinite scroll allows you to browse all workflows without pagination.

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