Hubly Roadmap Requests

It would be great if Hubly integrated with AI Note taking software.

It would be great to have a date & time stamp available to add when making notes in the task details.

The ability to give the a completion date to a workflow and based on that completion date, auto-assign the tasks in the workflow with reminder/completion dates. So, for example workflow has a due date of x and the tasks have due dates of x +/- # of days

Consolidated feedback for customers on general improvements on managing reminders across the hub.

To be able to have a workflow added now have the reminder auto-start when a future Important Date is added... example adding workflows/tasks now of topics that need to be addressed at the next meeting, but the next meeting is not scheduled yet. Once scheduled, that date can automatically add reminders dates to the tasks from the last meeting instead of manually

Since there is no "OR" condition allowed, please give us the power to select the same next workflow for multiple conditions. For example, I send up to two requests per year for a tax return. During the "waiting on return" period for either request, the client may come back and let us know they are filing on extension, at which point that should launch the Filing on Extension workflow. But I can only call that workflow once, I cannot set multiple conditions wherein that might be the appropriate next workflow.

I want to be able to have a workflow template auto-assign the first task to the person/role on my team that created the workflow. (From Marnee Michalman)

Marnee Michalman - Our firm only does trades on a specific day of the week. I would like to set a reminder in my trade workflows that only goes off on Thursdays. Another example, I want my reminders to be triggered based on a specific event date.

Change or add business days as an option for important date rules in order to avoid workflows popping up on a Saturday and Sunday and getting done/completed too late

It would be nice to be able to add a group of clients to a workflow after filtering and searching the client insights