Hubly 101 / Getting Started
Learn the basics of Hubly, including workflows, views, client management, and account setup.
30 articles
- Save 'Show All' or 'Show Active' Workflows to a ViewViews can include selections for Active or All Workflows
- Managing Non-Client-Facing TasksSome Tasks that you complete on a regular basis may not be Client-centric — learn how to plan and manage those in Hubly.
- Planning Your Annual Hub ReviewFacilitate your next review with this simple framework to keep your team aligned and your Workflows up-to-date as your business changes.
- Streamline New Client OnboardingA step-by-step guide to help you plan out your new client onboarding process so that you can easily see where every client is.
- Reordering Workflows and ProcessesKeep your Workflows where you need them to be!
- Choosing The Right Level Of Detail For Your WorkflowsStrike a balance between task-list length and detail to create workflows that are a joy to use!
- Sequential Task RemindersBuild smarter workflows with Sequential Task Reminders!
- Keep Frequently Used Email Templates at Your FingertipsEmail templates saved within workflow tasks can save you time and keep you from interrupting your workflow.
- Bookmark Important Links Right Into Your Workflow TasksLinks make it easy to manage an overflowing software suite, showing you exactly where you need to look when completing a Task.
- Make Complex Steps A Breeze With Thoroughly Written DescriptionsDocument complicated workflow steps using Task Description to help ensure that things get done the right way, the first time.
- Build Workflows That Remind You To Keep Things MovingPreconfigured Reminders can help your Workflows catch your attention and keep next steps from falling through the cracks.
- Know Which Of Your Tasks You'll Be Waiting On The Client ForDocument collection, form submission, and meeting scheduling tasks shouldn't catch your team off-guard.
Hubly How-To Video Library
Short form videos describing key features and how-to use them
- 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.
- 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.