Hubly Product Requests

When opening a client card, It would be nice to be able to see all assigned workflows rather then having to toggle between. I know workflows are small, grey, and down the side of the card. It's just not noticable. I'd almost rather see (if space is a concern) central bold active workflows with the ability to drop down to the underlying tasks then see only one active workflow and all its tasks.

I'd like for there to be a way to have tasks not fall on weekends and holidays. If we have an automation for a workflow to kick off 8 or 9 days before a review meeting, it can fall on a weekend sometimes and put us behind on review prep.

WOuld it be possible to have the Hubfeed split to "this week" "next week" "upcoming" with upcoming being used for anything more than 2 weeks in the future?

The ability to give the a completion date to a workflow and based on that completion date, auto-assign the tasks in the workflow with reminder/completion dates. So, for example workflow has a due date of x and the tasks have due dates of x +/- # of days

When we make comments on a task/workflow, is there a way to “notify” say the Advisor or us that a comment was left? We would prefer not to have to resort to an email or text for that action.

Add a Control Z of Undo button. This will help if you accidently delete a workflow, task, client out of a workflow.

It would be helpful to be able to prioritize tasks in a means other than just using reminder notices or sorting the order on a staff person's card. For example, make a high priority task red vs. the other tasks, even if a date assigned to the task is later than others.

I'd like to be able to add a stream to the entire household based on a rule. An example of this would be in the Client Onboarding process. After the client signs, there is a rule to add the Active Client stream. However, this only adds the rule to the Head of household and I will manually have to add the stream to the other household members. It is important to have the Active Client stream on all household members so that other rules will trigger. Having the option to "Add stream to all household members" will help to eliminate the need to add the stream manually.

Want to be able to filter all WFs in Hub to see WFs assigned to my Service Team. Even if I don't have tasks assigned to my role, I want to know what is happening for my team and the clients I support.

In a client card within a workflow it would be nice if we could tailor the email template to each client that will carry over when the client is re-added to the same workflow at a later date. For example, if we need to request different information for each client within the same workflow process/step that occurs monthly/quarterly/annually.