When a client is part of a household, Hubly allows you to:
Choose which member(s) of a household to add to a workflow
Specify which tasks within a workflow need to be completed for different members of a client's household
Adding To Workflows
In Hubly, you can add any member of the household into a workflow by using the + Add Client(s) search field:
When a non-household head is selected, Hubly will give you the option to add the head of the household in their place:
For simplicity of record keeping, we always recommend adding the household head to workflows unless the workflow is for a service or review specific to another member.
Indicating on Tasks
When steps within a workflow apply to other members of a client's household, Hubly lets you add an indicator for the household member using the Task Details menu on those tasks:
From there you can indicate which member of the client's household a specific task is for and select Save:
An indicator will appear in-line with the task displaying the household member, which will be included in the client service record kept by Hubly for this task:
