Hubly's Forms help your firm:

To access Forms, pull up an existing Workflow Template, or create a new one from scratch. When editing an existing task, you’ll see a Form icon displayed in-line:

Hubly has created 8 Form Field Types:

🔔 Tip: use checkboxes, single-select drop downs, or number Form Field Types to easily set up your Workflows for accurate data capture🔔

Once you name your Form try adding a Form Field Type, such as one with a single-select drop down or checkbox, to a task:

Enter a field name, plus a few field options, and hit “Save”:

Use the single-select dropdown Field Type for use cases like documenting account details, such as custodian, account type, and funding source:

You can also click the "Edit Field Details" icon for further customization of your Form Field:

Customizations include:

Use the checkbox field to request missing information from the client during the financial planning process:

And use the number field to enter in the age of a client, or track the percentage of assets that actually came into your firm out of the entire opportunity size (we'll discuss this in another article).

Tip: if using Forms for data like account numbers, but the account numbers contain letters AND numbers, use the "Text" Form Field instead of the "Number" form field.

🚨 NOTE: A task can have multiple Form Fields in a Form, but a task can only have one form 🚨

🎉 Now, you're ready to:

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.

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! 🙋‍♂️

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!