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Hubly Roadmap Requests
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Automations
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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)
Welcome To Hubly Onboarding Expierence
Consolidated feedback from customers on general improvements on onboarding expierence for new customers.
1
·
in progress
1
Insights and Reporting Improvements
Consolidated feedback from customers on general insights and reporting improvements.
1
32
Views and Filtering Improvements
Consolidated feedback from customers on general improvements on improving views and filtering across Hubly.
8
39
After refresh, back to current view
It would be great to see what you were looking at after you refresh.
5
22
Ability to Backup/Restore Hubly
Given the importance of our data in Hubly, if there were ever an attack or hack that deleted our workflows and actions it could be devastating. It sure would be nice to know that I have a local copy of my Hubly data that I could restore!
2
9
Proper Task Completition Tracking
Want to be able to track/see who actually completed a given task (irrespective of who it's assigned to). More broadly, answering the question: who's using Hubly?
4
14
Task Creator
Ability to see who created a task (one off) or added a task line to a workflow in progress. Allows assigned to know who to follow up with if information is not clear.
0
10
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