Watch: Hubly 2.0 Work Desk Walkthrough
This is the full recording of our live Work Desk walkthrough, hosted by our product team. Use the timestamps below to jump straight to the section you're interested in, or watch the whole thing for the complete picture — including the live Q&A.
What's covered, and when
Timestamp | Topic |
03:59 | Why we built Work Desk — the design philosophy behind moving on from the classic Client Card |
07:28 | How to turn on Work Desk Beta and find the "Start a Work Session" button |
09:26 | Introducing the Client Queue and how prioritization works |
10:39 | The 3 factors behind queue prioritization: reminders, workflow age, and workflow volume |
18:24 | Viewing synced CRM information (Redtail / Wealthbox) inside Work Desk |
19:18 | The new Workflow Timeline — including renamed workflows |
25:57 | Why notes work differently now, and the compliance thinking behind it |
31:56 | The two ways to add a note, and how Hubly decides what it's attached to |
33:19 | Publish vs. Draft — what syncs to your CRM and what stays internal |
38:17 | How to manually refresh your CRM sync for notes and other details |
39:50 | Task Details — embedding training videos as your team's SOP |
41:42 | Supported video platforms for embedded training (YouTube, Loom, Fathom, Scribe) |
42:35 | How the Work Session refresh/snapshot behavior works |
44:22 | How to force a hard refresh instead of waiting |
56:51 | What's planned for the timeline — visualizing future/scheduled workflows |
Have a question that isn't answered here?
Check out the rest of our Work Desk help articles, or share feedback and questions on our feedback board.