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Hubly Roadmap Requests
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Automations
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Automations (10)
Automation Rules (1)
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 (6)
Comments & Notes (1)
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)
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
Automation Rules Improvements
Consolidated feedback from customers on general improvements on automation rules.
22
86
iOS, iPad, Mobile App
Would love to be able to access Hubly on my iPad/phone!
3
16
User Profile Photo
Want to add user profile photos
4
13
Bulk Action (CRUD) Improvements
Consolidated feedback from customers on general improvements on conducting Bulk Actions in Hubly.
17
70
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