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Hubly Roadmap Requests
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Automations
Automation Rules
Next Workflows
Forms & Conditions
Reminders
Bulk Action (CRUD)
Task Management
Hub Feed
Client Tasks
Workflow Building
Workflow Builder
Templates Library
Workflow Sharing
Visualization
Views, Kanban & Filters
Workflow & Process Menu
Insights & Reporting
Compliance & Audit Tracking
Hub Dashboard
Client Card
Comments & Notes
Meeting Dates
Important Client Dates
Document Management
Households
Integrations
Wealthbox CRM
Redtail CRM
Other Integrations
PreciseFP
Zapier Integration
Email Integration
Account Management
Service Teams
Tags & Streams
Setting Pages
Subscription Management
CSV Management
Permissions
Notifications
Other
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Automations (8)
Automation Rules (1)
Next Workflows (1)
Forms & Conditions (1)
Reminders (3)
Bulk Action (CRUD) (1)
Task Management (3)
Hub Feed (1)
Client Tasks (1)
Workflow Building (1)
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 (6)
Comments & Notes (1)
Meeting Dates (0)
Important Client Dates (0)
Document Management (1)
Households (1)
Integrations (12)
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)
Hub Feed Improvements
Consolidated feedback from customers on general improvements for the Hub Feed.
17
119
Bulk Action (CRUD) Improvements
Consolidated feedback from customers on general improvements on conducting Bulk Actions in Hubly.
17
69
Reminders Improvements
Consolidated feedback for customers on general improvements on managing reminders across the hub.
11
131
Welcome To Hubly Onboarding Expierence
Consolidated feedback from customers on general improvements on onboarding expierence for new customers.
1
·
in progress
1
Forms & Conditions Improvements
Consolidated feedback from customers on general improvements on forms and conditions.
7
31
Dark Mode Support
For all of us night owls that manage work flows after bedtime.
0
18
Service Team Improvements
Consolidated feedback for customers on general improvements on managing service teams across the hub.
0
1
Automation Rules Improvements
Consolidated feedback from customers on general improvements on automation rules.
22
85
Client Card UI/UX Improvements
Consolidated feedback from customers on general improvements on general UI/UX improvements on the client card.
23
106
Comments & Notes Improvements
Consolidated feedback from customers on general improvements on comments/notes in the clients card.
42
·
in progress
122
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