So, you've created a pile of incredible workflows, and now you want to get clients moving through them!

Add to a Workflow from the Main Hub

To add a client to the Client Check-In Preparation workflow (if they are not being fed through a "next workflow" rule or automation rule, press + Add Client(s) and either search or scroll to find your client name.

From there, the client will be added into the workflow. You can go on and open your Client Card and make any changes you need to make!

Add to Next Workflows From Within The Client Card

You can also choose to use the Next Workflow functionality to help you look-up and create new workflows if they don't yet exist in your Hub.

look-up and create new workflows if they don't yet exist in your Hub quickly from the Client Card in Hubly

Whether you're documenting follow-up tasks for a client check-in or scheduling a specific review activity for next year, the right workflow is now always just a click away!

The add-to workflow menu in the client card allows you to create a workflow and add the client to it immediately without needing to close the client card.

create a workflow and add the client to it immediately without needing to close the client card

This way you can continue to work uninterrupted, knowing that this client's needs will not be forgotten. You can find and can configure these workflows with default task lists later through the Workflows menu at the top of your Hub.

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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.

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