Released: April 2026 — Currently in beta. To request access, please submit a request via our Canny roadmap or contact our support team through chat or at support@myhubly.com.
We’re excited to introduce Work Desk (formerly Client Card) — a completely reimagined experience designed to help you manage workflows, complete tasks faster, and reduce context switching across your day.
Work Desk introduces a new concept called a Work Session, allowing you to focus on prioritized work in a structured and intuitive way.
Start a Work Session
Most users begin their day in Views, where workflows are typically accessed client by client.
With Work Desk, you can now click “Load Work Session” to launch a new experience that organizes your work for you.
This feature is currently in beta
If you don’t see it yet, please reach out to our team for access
A Work Session creates a focused environment to complete tasks efficiently
Client Queue
The Client Queue is the core driver of Work Desk and appears on the left-hand side.
It automatically prioritizes your work based on:
Workflow age (older workflows surface higher)
Overdue reminders
Number of clients in a workflow
Key behaviours:
Work is grouped by workflow
You can expand/collapse workflows
The queue updates automatically as tasks are completed
New clients entering workflows will appear dynamically
This allows you to move through similar work in batches and stay focused.
Forms
When a task requires input, Forms will appear automatically in the right panel.
Complete the required fields
Submit the form
The task will be marked complete
The queue will update accordingly
This creates a seamless workflow from task → form → completion.
Task Details & SOPs
Each task includes a Task Details section to guide execution.
Here you can:
View instructions for completing the task
Access embedded training videos
Follow standardized processes (SOPs)
This is especially helpful for:
New team members
Complex or less frequent workflows
Navigating Client & Workflow Data
Within Work Desk, you can easily access full client context:
View notes and CRM history
Review completed workflows via client timeline
Toggle between active workflows
Access household, contact, and team information
This ensures you always have the context needed to complete work efficiently.
Closing a Work Session
At any time, you can:
Exit the Work Desk
Return to your standard dashboard or Views
Continue using the legacy Client Card (during beta)
Work Desk is designed to complement your current workflow during the beta phase.
Feedback During Beta
Your feedback is critical as we continue to improve Work Desk.
Access the Canny roadmap directly within the product
Share feedback, suggestions, and issues
Help shape the future of this experience
Coming Next on the Roadmap
We’re continuing to iterate quickly. Here’s what’s ahead:
Up Next
Task creation parity with the old Client Card
Note creation parity with the old Client Card + pinned notes
Future (No Particular Order)
Deterministic AI assistance for the Client Queue (sort, filter, organize)
Action-oriented AI assistance (reassign, reschedule, complete)
Send emails directly from Work Desk
Tags and mentions for team members in notes
Full client audit history (task deleted, reassigned, rules triggered, etc.)
Document management (Dropbox, Google Drive integrations, etc.)