Hubly How-To Video Library
Short form videos describing key features and how-to use them
18 articles
How-To Video: Create Streams & TagsLearn how to create a stream or tag, add clients to them and find them on the client card.
How To Video: Access & Download Templates from MarketplaceLearn how to access the Hubly Marketplace to download new templates to your Hub.
How-To Video: Creating ViewsLearn how to create views using filters and some ideas for favorite views you may wish to use as a team.
How-To Video: Create a New WorkflowLearn how to create a new workflow from a blank template and add it to a process.
How-To Video: Track Meeting DatesLearn how to add your meeting dates and types in the Hubly Client Card.
How-To Video: Automate Workflows Using Add/Remove Stream or Tag RuleLearn how to use the automation for adding or removing a client from a stream or tag in your workflows.
How-To Video: Create a Process & Add Workflows to ItLearn how to create a process, add workflows to it, and reorder workflows in a process
How-To Video: Automate Workflows with Age-Based RulesLearn how to add an age-based automation rule to a workflow to automatically add a client to a workflow when they achieve a certain age.
How-To Video: Automate Workflows with a Repeating RuleLearn how to set-up repeating rules for for routine tasks that you do on a monthly, quarterly, annual or other recurring basis.
How-To Video: Create Roles & Assign Tasks to RolesLearn how to create roles for your team and assign tasks to roles in your workflow templates so tasks get routed to the right team members.
Update Billing Contact, Update Payment Method, Access Billing History
How-To Video: Use the Hub FeedLearn how to use the hub feed to find a priority task list of all your to-dos in order of reminder date.
How-To Video: Automate Workflows with Important Client Date RuleLearn how to use the important client date rule to remind you of an upcoming important date related to client service.
How-To Video: Edit Client TilesLearn how to edit your workflows to choose what displays on the client tile in your dashboard.
How-To Video: Use Important Client Date Automation to Remind You of Planning OpportunitiesLearn how to create custom date fields and use them to remind you of important client service deliverables.
How To Video: Use Forms & Conditional Logic - 3 Powerful Use CasesHarness the power of this new feature to super charge your new client onboarding, account transfers, and financial planning processes
How To Video: Create Forms in Your WorkflowsThis short training video will show you how to create forms in your workflows in a few simple steps.
How To Video: Add Conditional Logic Based on FormsLearn how to create conditional tasks that show/hide based on the fields selected in your forms.