When you set a reminder for a workflow task that is assigned to a team member:

  • The assigned user will display next to the task's name in the workflow

  • The assigned user will display next to the task's name in the client card

  • The assigned user will display next to the task reminder's name in the Hub Feed

  • The assigned user will display next to the task reminder's name in the preview from the client tile

In A Workflow

You can assign a user to any task in a workflow by navigating to Edit Workflow in a workflow menu in your Hub by double-clicking the Workflow name:

There you can select the user icon to the left of a task's name in the workflow:

Scheduling a reminder for assigned tasks will ensure that whenever a client is added to the workflow, that user will be reminded about that specific assigned task.


In A Client Card

You can also assign a user to any task of a workflow that a client is currently in by opening that client card and navigating to the workflow:

Then you can select the user icon to the left of a task's name in the workflow:

The assigned user will display in-line with the task reminder in the Hub Feed:

The assigned user will also display in-line with the task reminder when previewed by hovering over the bell icon on the client tile:

Editing A Workflow? Assign Tasks To Clients Already Added

We know that you're always improving your processes and fine-tuning your workflows with every client that you serve.

When you edit a workflow in Hubly, new tasks will be added to clients already in that workflow by default.

Editing A Workflow? Assign Tasks To Clients Already Added In Hubly

Just remember to configure reminders, email templates, and descriptions before you hit save on the new task!

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