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Hubly Roadmap Requests
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Automations
Automation Rules
Next Workflows
Forms & Conditions
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Hub Feed
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Households
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Wealthbox CRM
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Automations (8)
Automation Rules (1)
Next Workflows (1)
Forms & Conditions (1)
Reminders (3)
Bulk Action (CRUD) (1)
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 (12)
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)
Dark Mode Support
For all of us night owls that manage work flows after bedtime.
0
18
Calendar View
I'd love to be able to see meetings, task due dates etc in a calendar view...weekly and monthly.
0
23
Time Tracking
It would be nice to be able to run reports weekly for time spent by the employee, not just the client.
5
15
Undo Button
Add a Control Z of Undo button. This will help if you accidently delete a workflow, task, client out of a workflow.
3
26
User Profile Photo
Want to add user profile photos
4
12
Client & Third Party Portal
It'd be great if clients could view the progress and timeline expectations of steps in various common processes - eg: client onboarding
1
24
Add Stream to "Create Client"
When you click on "Create Client" to add a new client into the Hub it does not have the option to add a stream. This would be very helpful because you need a stream for them to be pulled into a workflow.
0
1
iOS, iPad, Mobile App
Would love to be able to access Hubly on my iPad/phone!
3
15
Employee out of office
Ability for an employee to designate when they are out of office so that workflows that trigger are automatically assigned to someone who is in the office while one person is away.
1
8
Client Search Improvements
Small detail, but could be great to be able to use the arrow keys to select down after entering a contact name in the search.
2
3
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