Easily Accessible History of Workflow Completion | Voters

Easily Accessible History of Workflow Completion

complete

Caitlin DeZwaan

Tracking which clients have completed a workflow, and be able to easily extract the list of who completed it and when.

April 5, 2022

Fred Egler

marked this post as

complete

Introducing Insight Dashboards! Please learn more about this feature here:
https://hubly.canny.io/changelog/introducing-insight-dashboards
Additionally, we have tons of articles in our help desk, including succinct, 2-minute video clips, to help you get started! 
https://help.myhubly.com/en/articles/8007799-insight-dashboards-client-workflows#h_828e34f150

Fred Egler

marked this post as

in progress

Fred Egler

marked this post as

planned

Fred Egler

Merged in a post:

Past people in a workflow

Carlie Richardson

Would be nice to have a way to see everyone who has been in a specific workflow previously but since been completed.

October 28, 2022

Fred Egler

Merged in a post:

Reporting for Completed Workflows

Mike Rauth

Ability to pull a report to see which clients have been a part of specific workflows, for a specified period of time.

September 27, 2022