Instead of managing todos across multiple spreadsheets, emails, and notes, you and your team can use a single platform to get the most out of your day.
Let's get started by creating your first workflow using + Create Workflow, located at the top right of your Hub.
Workflows let you create high-level structures to organize your clients by. Not all of your workflows need to be configured with tasks, these can be built-out over time.
Tasks can be added to workflows to create powerful, well-documented steps for you and your team to easily follow and build upon as you grow.
When a client is added to the workflow, a copy of that workflow's task-list will be created and can be customized specifically for that client.
You can add, remove, edit, and reorder tasks for individual clients within a workflow. Changes made at a client level will not impact other clients in that same workflow unless you make edits to the workflows themselves.
Learn More: Hubly 104: Fully Customizable Workflows & Tasks
Once you are finished editing your workflow, select Done to return to the saved state.
You can select Edit Workflow from within the workflow menu to return to the edit state at any time.
All of your workflows live in the Workflow dropdown, located along the top left menu bar in your Hub. Here you can select any workflow that you want to display in your Hub.
You can select Create Process to group related workflows into processes that make it easy to unhide entire groups of workflows at one time.
See Your Active Workflows
This will be your new favorite way to start the day. Hit the ground running with the new Show Active button in your menu of workflows.
The Show Active button makes seeing all that's being worked on just a click away. Head into the filters menu to filter out client tiles and focus on just the clients you need to be working on.
Quick Tip: Try filtering your Hub by user and reminder status to see exactly which client workflows are trying to catch your attention!
Filters help you declutter, letting you focus on only the clients that need your attention right now.
You can filter visible clients by their reminder status, streams, tags, and assigned user (if you have multiple team members in Hubly). You can also choose to automatically hide workflows that don't have clients.
Filtering Your Workflows By Assignee
In addition to streams and tags, the new filters menu lets you quickly sort by assignee, showing you only the clients with tasks or workflows assigned to you or a specific user in your hub.
And yes, this new filter can also be saved into a new or existing view.
Sort Clients By Next Meeting Date
Hubly can now bring clients with an upcoming meeting date to the top of your workflows, showing you exactly which clients to prioritize.
Remember to configure next meeting dates as a part of your client check-in and meeting scheduling workflows.
Views let you save time and quickly snap to the most useful layouts and filter settings for your Hub.
Use the Create View button to save any configuration of workflows and filters to a personalized View that you can quickly come back at any time.
Selecting the Clear All button will hide all workflows and clear any active filters and views.
We have curated a collection of pre-built workflows that will help you get up and running faster. Developed from best practices, this collection of turn-key templates can be used out-of-the-box or edited to meet your needs.
Select Templates at the top right of your Hub to explore.
Finding Your Clients
You can find all of your existing clients by using the Find a client menu at the top of your Hub, or by selecting + Add Client(s) on any workflow (more on this below).
You can simply type in a new client's name to create a new client contact.
When connected to a CRM, Hubly will securely sync your full list of contacts and keep their information up-to-date. Any new clients created in Hubly will also be created as contacts in your CRM.
The sync button next to the search bar lets you run a manual sync of all of your CRM records and Hubly at any time.
Organizing Your Clients
Also located at the top right of your Hub are the menus for your Tags and Streams. These help you track each client's needs and can be leveraged to help you scale a high-touch, personalized experience to every client.
Hubly syncs your existing client tags when connected to a CRM, and comes preconfigured with a number of service streams to help you coordinate the delivery of comprehensive financial planning services, personalized to each client's needs.
Learn More: Hubly 102: Understanding Streams & Tags
Adding Clients To Workflows
The + Add Client(s) dropdown lets you quickly find existing clients or create a new client to be added to the workflow. Simply type an existing or new clients name to search your records, selecting + Create will let you create a new client record and add them to the workflow.
Searching by stream or tag allows you to add entire categories of clients into a workflow at once.
You will see the client tile appear once a client has been added to a workflow.
Client tiles let you preview upcoming workflow tasks, see the workflow status, and will change colors to make it easy to stay on top of reminders as they come due.
Selecting the client tile will open the client card, where you can customize the task-list to be specific to that client's needs.
Lastly, selecting the options menu at the top right corner of your screen lets you navigate to your Settings page and Sign Out.