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Hubly Product Requests
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Sync Meeting Dates to CRM calendar
I would love to see the meeting dates sync with our CRM calendar (Redtail)
9
·
complete
31
ScheduleOnce Integration
Similar to the Calendly request, would love to see ScheduleOnce.
1
·
complete
2
Ability to make task details a fillable form
4
·
complete
5
Reporting
I would like to be able to run an activity report by user so we can see the volume of activity we're completing per day
3
·
complete
9
Display how long a client has been in a workflow
I'd like to be able to quickly see how long a client has been in a particular workflow by glancing at the client tile, please. It would also be helpful to see the date on which they were added.
4
·
complete
20
View Completed Tasks by User
Ability to see tasks completed in Hub by each user - management reports
3
·
complete
8
Easily Accessible History of Workflow Completion
Tracking which clients have completed a workflow, and be able to easily extract the list of who completed it and when.
3
·
complete
31
Ability to Run Report that Shows Workflows completed, but not moved to the next workflow
We've had a couple of situations that people have completed the workflow, but forgot to move it to the next workflow - it would be great if there was a pop up or some sort of warning that shows before we exit the card.
4
·
complete
10
Type to enter client dates
I'd like to be able to simply type to enter any client date, instead of having to navigate to the year/month/day in the calendar.
8
·
complete
20
Save "Show Active" to a View
I'd like to be able to save the "Show Active" setting to a View, please! This way I can create a view that lets me reliably see all of the active workflows in my Hub that need my attention.
3
·
complete
4
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