All Collections
Product Guides
Building powerful workflow tasks in Hubly
Build Workflows That Remind You To Keep Things Moving
Build Workflows That Remind You To Keep Things Moving

Preconfigured Reminders can help your Workflows catch your attention and keep next steps from falling through the cracks.

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

Reminders on Workflow Tasks allow you to:

  • Plan which steps you'd like to get done immediately when a client is added to the workflow

  • Plan which steps you'd like to be reminded to get to over time

You can set a reminder for any task in a workflow by navigating to Edit Workflow in a Workflow's menu:

There you can select the bell icon in-line with any task:

You can select whether the task reminder should trigger immediately or a specific time after a client is added to the workflow:

Select Add to save the reminder configuration for that task:
​

Now whenever a client is added to the workflow, a reminder will be scheduled to grab your attention for that task:

Task reminders can be previewed by hovering over the bell icon on the client tile:

All reminders can be viewed and managed from the Hub Feed along the right side of your Hub:

A workflow's progress bar will be green when no reminders are overdue or due today for tasks in that workflow. The progress bar will change to yellow when an upcoming task reminder is due within the next 24 hours, and red when a task reminder is overdue.

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! πŸ™‹β€β™‚οΈ

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!

See also:

What's next:

Did this answer your question?