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:
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.
Just remember to configure reminders, email templates, and descriptions before you hit save on the new task!
Need A Hand?
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋♂️
Not a Hubly user?
We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!