Workflows
Build, automate, and manage workflows using forms, rules, templates, and conditional logic.
14 articles
- 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.
- 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.
- Mark Complete Button: Trigger Next WorkflowHubly’s Automated Next Workflows feature allows you to automatically trigger the next workflow when you click the Mark Complete button.
- Commenting In Hubly - Now With Multi Workflows and Tasks AssociationAssociate multiple comments directly with workflows and tasks — making it simpler to track conversations and actions in one place.
- Conditional and Automated Next WorkflowsHubly’s Conditional and Automated Next Workflows enable automated next workflow transitions using conditional logic and forms.
- Forms & Conditional Logic in the Client CardTurn key client data into customized Client Workflows, only completing applicable tasks, and much more
- Conditional Logic within Workflows: Getting StartedAdmins can set up Conditional Logic for Tasks within Workflows based on Forms
- Forms: Getting StartedSet up Forms in your Workflow Templates to make client data actionable
- Using Reminders on Assigned Tasks to Delegate WorkSee how teams can use reminders on assigned tasks to keep workflows on track in Hubly.
- Building Reminders Into Your Workflow Task ListsYou can configure workflows to automatically schedule reminders for tasks.
- Setting Reminders For Tasks To Keep Your Workflows On TrackSet and use reminders for workflow tasks to keep yourself and your team on track in Hubly .