Hubly Roadmap Requests

For example, under the 10-year rule for inherited accounts, we need to ensure the account is fully distributed within 10 years of the original owner’s death. To support this, we’d like to automatically trigger a task reminder 9.5 years after the entered date of death, reminding the team to take action. Requested Enhancement: Allow workflow steps to be scheduled based on a user-inputted date field with a custom offset (e.g., +9.5 years). This would support long-term tracking, timely follow-ups, and ensure compliance with regulatory timelines such as those set by the IRS.

Enable workflow steps or notifications to trigger on a fixed calendar date, such as January 1st, rather than only relative to prior task dates.

I'd like to request a feature that allows assistants to input client details (e.g., date of birth, prior year account balance) into a workflow, which then uses a Python script to calculate Required Minimum Distributions (RMDs) automatically. This would streamline RMD workflows, reduce manual error, and ensure compliance with IRS rules. Ideally, the script would run in the background and return the RMD value directly into the workflow for further use or logging.

Request to add a filter to be able to filter by Team Name. This way we could better coordinate tasks at hand for one client under an advisor team who may have multiple things happening at the same time. This would better efficiency.

Create a way to indicate one's availability, like there is in Microsoft Outlook, where a red dot is shown next to someone who is not available. I have in mind the case of trades, which are obviously high priority. Have the trader and other members of the trading team--their status--be indicated someway so that we would know if the backup person on the team needs to take the task.

We assign three "Hubly Academy" workflows we've created to new users/employees. It would be nice to add--maybe using a multi-select option--more than one workflow at a time. Not sure there are other applications beyond my use case, but I would think there would be.

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.