Workflows
Build, automate, and manage workflows using forms, rules, templates, and conditional logic.
7 articles
Fully Customizable Workflows & TasksDesigned to keep you in control and help you build a repeatable client experience that scales
Introducing Automation That Actually Saves You TimeSet up automated actions that actually work together — letting you up your game while keeping repetitive, time-consuming tasks in check.
A New Way to Think About Workflow StepsCreate powerful, well-documented steps that your team can easily follow and build upon as you grow with Workflow Tasks in Hubly.
A Quick Way to Get a Head Start on Your DayOrganize your workflows by common themes and start your day with a high-level overview to keep on top of all of your tasks.
A Simple 3-Step Approach To Better WorkflowsCreate greater visibility over your client work, spot bottlenecks visually, and eliminate constant, time-consuming reviews.
Add A Client To An Existing WorkflowDiscover four simple ways to start a client in a workflow from your Hub or from within the Client Card.
Assigning Workflows and Tasks to Household MembersKeep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.