Links on Workflow Tasks let you:
Keep your software tools exactly one click away, letting you jump right into the app that you need to get the job done
Bookmark a helpful screen-cap, flowchart, spreadsheet, or other resources that guide your team through a complicated workflow step
You can add a Link to a Task by selecting the in-line Description icon:
Then select the Add Link button:
You can paste the link and add an optional name before selecting the Add button to continue:
You can edit or remove a link through the Options Menu:
Select the Save button to finish editing that task:
You can expand the task's description to preview the Link by selecting the Description icon in-line with that task:
You can select Edit Task Details from the Task's menu to make changes:
Task Links will be included with the Task when a client is added to this Workflow. Select the Description icon in-line with that task to show and hide:
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!