Hubly Roadmap Requests

I would love to be able to create a form within a form. This would be very beneficial as many tasks are contingent on another task.

It's nice to make the "Mark Complete" button obvious, but why not create a call to action for the user instead? I know sometimes you may not want to complete a workflow because you want to add another task, but this pop-up would be a good reminder after the last task is completed. This would also solve the problem of workflows not being marked complete because they completely disappear from a user's view if they filter only for workflows with tasks assigned to them.

I'd like for there to be a way to have tasks not fall on weekends and holidays. If we have an automation for a workflow to kick off 8 or 9 days before a review meeting, it can fall on a weekend sometimes and put us behind on review prep.

It would be awesome if we could have multiple tasks work on a selected condition. For example, from the form selection drop down, I select the account type "Trust" and have more than 1 condition set up to start.

Currently, the only way to reschedule a smart reminder is to delete the task and create a new one, then set the reminder (manual). It would be so helpful to be able to edit the reminder as we do all other reminders.

Some tasks don't need to be done until the client's next meeting. Would like to set a task due date as the Next Meeting Date. If there is no Next Meeting Date set, then task should not show up in Hub Feed. (This prevents Hub Feed from getting bogged down with unnecessary tasks.)

Would be helpful to delete multiple tasks within a client's workflow at once ( if not applicable) rather than one at a time

I'd like to be able to quickly add an entire group of clients when building out a stream or a tag, please!

We currently still need to use RedTail to be able to comments to both spouses at the same time (so we aren't searching for it or so we don't miss it later). This makes the "comment" section in Hubly useless for us, and increases complexity if we are using Hubly for comments, as we need to then 1) Copy the Comment 2) Go to Redtail 3) Go to the spouse within Redtail 4) Open Note section and 5) Paste. Otherwise, we need 1) Copy 2) Head of Household in Hubly 3) Open Comments 4) Paste. Either way, it's not as easy as doing it in Redtail to begin with. But then we can't see who entered the note in "Comments" within Hubly and it prompts the user to continue to work through Redtail instead of Hubly.