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
8 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…
- Turn On Work Desk BetaTo enable the Work Desk Beta, navigate to Personal Settings in your Hubly account.