Hubly Roadmap Requests

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.

Please allow for Numbers in forms to be formatted as Currency, Percent, Etc. This will reduce data entry errors -- especially when dealing with large dollar amounts.

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

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.

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

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.

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.

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.

Consolidated feedback from customers on general vision for Docupace and Hubly integration for services like new accounting opening and others.

Consolidated feedback from customers on general improvements for the Hub Feed.