How-To Guides
7 articles
How to Share Workflows and Processes In HublyHubly’s Workflow Sharing feature allows you to share your firm’s best-practice workflows and processes with colleagues, peers, and friends.
How to Enable Insight Dashboards for Users in Your HubAdmin users can control which users in your hub have access to Insight Dashboards.
Drilling Down in Insight DashboardsData from Insight Dashboards can be inspected in detail, allowing you to dig into the details of the work done in your hub.
How to Download Insight Dashboards DataAny Insight Dashboard report can be downloaded, allowing you to share data with others, prepare for a meeting, or import to another system.
How to Schedule Insight Dashboard DeliveriesInsight Dashboard data can be scheduled for delivery via email, allowing anyone on your team to receive regular updates on your hub.
How to Set up AlertsAlerts can notify you when a condition is met in your Insight Dashboard data; they can be a trigger to take action or investigate further.
How to Filter Insight DashboardsFiltering Insight Dashboards allows you to focus in on the data you need to see.