Hubly Product Requests

Allow next workflow (NWF) to be one of many and contingent upon which of 2 tasks is completed. For example; if prospect signs agreement, then NWF=Onboard Client, if the prospect doesn't sign the agreement, then NWF=move to lost.

It would be great to see what you were looking at after you refresh.

I would like some type of confirmation for the client after they upload documents using the upload link. I have had EVERY client ask me if the upload worked because they don't know if it worked. I also NEED a notification when something is uploaded. I have no clue when clients upload things currently.

We would like to be able to link to another workflow in the middle of a primary workflow, no just at the end when completed. When Client Services is working on their workflow and a certain point we would like for another team to start a workflow, so we have a step to notify that team, but if the workflow could be linked then all that new team member would have to do is click the link to start.

I'd like to be able to quickly add an entire group of clients when building out a stream or a tag, please!

When editing workflows, I'd like to be able to drag tasks to move or copy them between workflows.

Enable two-factor authentication via an app, not just text message, for added security.

I neglected to save a comment and lost everything I had entered during a client call. It would be helpful to have an autosave function that a user could enable to prevent this operator error.

It would be nice to be able to run reports weekly for time spent by the employee, not just the client.