Hubly
Create
Log in
Sign up
Home
Feedback
Hubly Roadmap Requests
Changelog
Boards
Hubly Roadmap Requests
Powered by Canny
Hubly Roadmap Requests
Details
Category
Showing
Trending
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
All Categories
All Categories
Automations (18)
Automation Rules (2)
Next Workflows (3)
Forms & Conditions (3)
Reminders (5)
Bulk Action (CRUD) (3)
Task Management (3)
Hub Feed (1)
Client Tasks (1)
Workflow Building (3)
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 (7)
Comments & Notes (2)
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 Add Clients from Client Insights
It would be nice to be able to add a group of clients to a workflow after filtering and searching the client insights
0
1
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
Bulk Action (CRUD) Improvements
Consolidated feedback from customers on general improvements on conducting Bulk Actions in Hubly.
17
70
Powered by Canny