It's really easy in Hubly to reorder your Workflows and Processes.

To move a Workflow within a Process, go straight to your Workflow Menu. Click the dropdown arrow next to the number of Workflows in the Process, then use the grip lines to drag and drop the Workflows into the order that you need!

You can also do this with your standalone Workflows within your Workflow menu.

Never lose track of your Workflows again!

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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.

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! 🙋‍♂️

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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!

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