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Hubly Roadmap Requests
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Automations
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Automations (12)
Automation Rules (2)
Next Workflows (2)
Forms & Conditions (1)
Reminders (3)
Bulk Action (CRUD) (2)
Task Management (3)
Hub Feed (1)
Client Tasks (1)
Workflow Building (2)
Workflow Builder (1)
Templates Library (0)
Workflow Sharing (0)
Visualization (7)
Views, Kanban & Filters (1)
Workflow & Process Menu (0)
Insights & Reporting (1)
Compliance & Audit Tracking (3)
Hub Dashboard (2)
Client Card (7)
Comments & Notes (2)
Meeting Dates (0)
Important Client Dates (0)
Document Management (1)
Households (1)
Integrations (13)
Wealthbox CRM (0)
Redtail CRM (0)
Other Integrations (5)
PreciseFP (1)
Zapier Integration (1)
Email Integration (1)
Account Management (5)
Service Teams (1)
Tags & Streams (0)
Setting Pages (0)
Subscription Management (0)
CSV Management (0)
Permissions (1)
Notifications (1)
Other (10)
Important Date- Business Days
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
1
2
Time increments
When creating a task we are able to set the reminder in 15 minute increments, however once in the Hub feed/card it's only 30 minutes. 15 minute increments would be good to have all around.
0
1
Would like a quick print option (pdf) of completed tasks/notes
For compliance, we like to have all tasks documented in CRM, with Hubly you don't see that level of detail in CRM. A quick print pdf, would allow us to document and save in the Completed WF note.
0
1
Launch a WF from an Email or Note in Client CRM Record
Would be great if we could type an @ symbol or something and get a drop down list of WFs to auto-launch from our notes/comments/emails.
0
1
Bulk Mark off Tasks for Clients in Same Workflow
Hello, does Hubly have the ability to bulk mark off a specific task for all clients in the same workflow? It can be tedious to go into each individual card to mark off for tasks that are completed for multiple people at once.
0
1
Docupace Integration
Consolidated feedback from customers on general vision for Docupace and Hubly integration for services like new accounting opening and others.
0
1
Hub Feed Improvements
Consolidated feedback from customers on general improvements for the Hub Feed.
17
120
Reminders Improvements
Consolidated feedback for customers on general improvements on managing reminders across the hub.
11
132
Forms & Conditions Improvements
Consolidated feedback from customers on general improvements on forms and conditions.
9
32
Dark Mode Support
For all of us night owls that manage work flows after bedtime.
0
19
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