Client Reminders in Hubly allow you to:
Set a date and time to be reminded about a one-off action item for a client that is not a part of a workflow
View and manage upcoming client reminders from the client card
View and manage all reminders for all clients from the hub feed
These types of reminders are not associated to workflow tasks and can be created from the Reminders section of a client card:
There you can select the + Add button to create a new reminder for that client:
You can name the reminder and select a date and time for it to be scheduled to alert you:
Selecting Add Reminder will save the reminder for the client:
The reminder can be rescheduled or dismissed from the in-line reminder menu:
Client reminders can be created quickly for a client in a workflow by selecting Add a Reminder from the client tile menu:
Client reminders can be seen and managed from the Hub Feed:
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