Workflow Tasks allow you to:

  • Define a list of steps for you and your team to follow for clients added to the workflow

  • Set alerts, include email templates, build out detailed descriptions, and set up links to other software or reference material needed to complete each step

You can find Workflow Tasks by selecting Edit Workflow in a Workflow's menu:


There you can select the Add Task button to begin building out the task list:

Now you can name the task, assign the task to a member of your team, and configure the task with alerts, email templates, a description, links, and more:

You can choose whether to add this task to clients currently in the workflow:

And select Save when you're done:

Workflows should include a comprehensive list of tasks that helps you deliver a repeatable client experience:

This list of tasks will be included for every client added to the workflow and can be added to, completed, edited, or deleted for each client individually:

You can edit an existing task by selecting the task's name.

You can reorder tasks by dragging on the grip-lines.

Need A Hand?

Product Guides

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!

What's next?


Did this answer your question?