In Hubly, the Next Workflow Not Started dashboard:

The Next Workflow Not Started dashboard is a tool to help your team make sure clients aren’t getting stuck at certain points in a process. This bottleneck spotter displays, in a list view, clients who have completed a workflow but have not yet been sent to the corresponding Next Workflow:

For example, you may find that after a workflow related to kicking off tax season was completed, a client was never moved to the next workflow in that process, which is collecting relevant tax documents:

By surfacing this data, you and members of your firm can click on the Workflow Name, view the corresponding Client Card, and move that client to the Next Workflow in the process:

This ensures all processes are proceeding as planned, and will cut down on clients emailing or calling your office asking, “Why has it been so long since I last heard about my tax documents?”

This Dashboard was created with our users in mind, based on feedback we received. We are constantly looking for ways to improve Hubly, whether that be through dashboards such as this one, usability of the Hubly app, increased automations, and more. Stay on the lookout for more ways Hubly will improve, ensuring nothing slips through the cracks!

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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