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.