When needing to change team member assignment (when checking a box complete), names fall off the screen and scrolling isn't possible. Hitting Enter allows for default user name to appear, but then it would be nice to be able to hit enter again instead of reaching back for the mouse to complete the action.

It would be great if I could add that the client is responsible for something when I add the task. Right now, I add the task, save it and then go to edit to change it to client is responsible. I love that I can differentiate which client in the household!

The idea is to add an icon to the Client Tile indicating that they have an upcoming meeting. This will make it easier to view the Hub at a glance and see which clients have a meeting coming up.

Hublys workflows are all about the now. Many workflows we have are future date tasks or recurring. How can we have the tasks entered but not see the cards until that upcoming date (except when we want to see future tasks).

It would be greatly appreciated if you could add in who tasked the task somehow. Ideally to the task itself "assigned by.

It would be nice if I could hover over a task (or name of assignee of said task) to see who created it and when.

It would be helpful to be able to add a note to a future WF to remind me of any special notes regarding the WF

Add a button "Log Call" at the top level- next to and sized similarly to "Create View" to launch a workflow to log the call, any notes and to set any follow up workflows

The ability to reassign who an active workflow is associated with. Example: Opening a account or trading put under wrong client name, but not noticed timely. (aka under one spouse when the account opening should have been assigned to the client whose account we are opening - even if they aren't the "head")