Work Desk
Work Desk is Hubly's next-generation workspace for client operations. Work Desk reimagines how advisory and operations teams prioritize, navigate, and execute work throughout the day
7 articles
How the Client Queue WorksThe Client Queue automatically organizes all client workflows and tasks assigned to you — so you always know where to start.
How Starting a Work Session WorksWhen you log into Hubly automatically starts a Work Session — your queue organizes itself and your first task is ready the moment the page loads.
How to Navigate Work DeskWork Desk is organized into three panels that work together. Here's how to move around and get to what you need.
How to View Client Details and CRM InformationEvery client in Work Desk comes with full context — no tab switching, no searching your CRM. Here's how to access client details and CRM information.
How Context-Based Notes WorkNotes in Work Desk are context-aware — attach them to a specific workflow or task so the right note is always easy to find.
How to Embed SOPs and Training GuidesWork Desk brings SOPs and training videos directly into tasks — so the right instructions are always there when you need them.
Work Desk / Client Card (In Beta) – Overview & How to UseWork Desk is Hubly’s new Client Card experience designed to help teams manage workflows, prioritize tasks, and complete work faster - Driven by the Client Queue, which organizes work by…