View When a Workflow Started on the Client Tile

Workflow start dates are now visible on the Client Tile, providing you with a convenient overview of when workflows were initiated for your clients.
Save time and reduce unnecessary clicks
 by viewing the start date directly on the Client Card
Gain visibility 
of important information to ensure that nothing critical goes unnoticed
Facilitate smoother processes
 by ensuring that clients continue to progress through workflows promptly
Quickly glancing at the Client Tile now provides valuable information that can help you and your firm triage work. For example, you may find that certain clients have been in a Workflow for longer than expected.
To add this information to your Client Tiles, click the vertical three dots at the top of a Workflow. From there, click "Edit Appearance". Then, toggle "Workflow start date" on, and X out of the modal:
As always, you can also sort Client Tiles in a workflow by date added, which will order the Client Tiles in the workflow starting with oldest first, or newest first, depending on your selection:
With workflow start dates prominently displayed, managing your clients' progress has never been easier. Stay informed, streamline your workflow, and optimize your client management experience.
Try it out for yourself and don't forget to Like and Leave Your Feedback letting us know how we can continue to improve your experience in Hubly!