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Product Guides
High-level overviews of Hubly's features and use-cases.
25 articles in this collection
Written by
Ron Gorodetsky
Welcome To Product Guides
Look around, learn more, and explore Hubly. We're here to help!
Written by
Ron Gorodetsky
Updated over a week ago
Building efficient dashboards for your work in Hubly
5-Minute Quick Start To Your Day
Know what needs your attention and see exactly what your team is working on within the first 5-minutes of your day.
Written by
Ron Gorodetsky
Updated over a week ago
Planning Better Workflows To Manage New Client Onboarding
A step-by-step guide to help you plan out your new client onboarding process so that you can easily see where every client is.
Written by
Ron Gorodetsky
Updated over a week ago
Planning Better Workflows To Manage Client Check-In Meetings & Reviews
A step-by-step guide to help you plan out your client check-in meeting process so that you can easily see who needs your attention.
Written by
Ron Gorodetsky
Updated over a week ago
Building powerful workflow tasks in Hubly
A New Way To Think About Workflow Steps
Create powerful, well-documented steps that your team can easily follow and build upon as you grow with Workflow Tasks in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago
Build Workflows That Remind You To Keep Things Moving
Preconfigured Reminders can help your Workflows catch your attention and keep next steps from falling through the cracks.
Written by
Ron Gorodetsky
Updated over a week ago
Make Complex Steps A Breeze With Thoroughly Written Descriptions
Document complicated workflow steps using Task Description to help ensure that things get done the right way, the first time.
Written by
Ron Gorodetsky
Updated over a week ago
Know Which Of Your Tasks You'll Be Waiting On The Client For
Document collection, form submission, and meeting scheduling tasks shouldn't catch your team off-guard.
Written by
Ron Gorodetsky
Updated over a week ago
Bookmark Important Links Right Into Your Workflow Tasks
Links make it easy to manage an overflowing software suite, showing you exactly where you need to look when completing a Task.
Written by
Ron Gorodetsky
Updated over a week ago
Keep Frequently Used Email Templates At Your Fingertips
Email templates saved within workflow tasks can save you time and keep you from interrupting your workflow.
Written by
Ron Gorodetsky
Updated over a week ago
Managing client files in Hubly
Storing Client Files In The Client Card
Upload and store files as attachments in the client card in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago
Receiving Files From Your Clients Using The Upload Portal
Shareable, hassle-free upload links that let clients upload files directly to their client card in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago
Using workflows to create new copies of files/templates for clients
Use workflow attachments to create new copies of files for your clients.
Written by
Ron Gorodetsky
Updated over a week ago
Reminders in Hubly
Setting Reminders For Tasks To Keep Your Workflows On Track
Set and use reminders for workflow tasks to keep yourself and your team on track in Hubly .
Written by
Ron Gorodetsky
Updated over a week ago
Building Reminders Into Your Workflow Task-Lists
See how you can configure workflows to automatically schedule reminders for tasks.
Written by
Ron Gorodetsky
Updated over a week ago
Using Reminders On Assigned Tasks To Delegate Work
See how teams can use reminders on assigned tasks to keep workflows on track in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago
Using Reminders To Stay On Top Of Client Action Items
Set and name client reminders for a client that are not associated with a workflow.
Written by
Ron Gorodetsky
Updated over a week ago
Keeping track of client information in Hubly
Adding Quick Notes On Clients And Workflow Tasks
The Comments section lets you jot down client notes right into your CRM
Written by
Ron Gorodetsky
Updated over a week ago
A Digital Sticky-Note For Your Client Card
The pinned notes section lets you see important client information at a glance.
Written by
Ron Gorodetsky
Updated over a week ago
Track Client Service Needs At A Glance
Streams can be quickly added in a Client Card and are easy to keep up-to-date
Written by
Ron Gorodetsky
Updated over a week ago
Stay On Top Of Client Tags And Keep Important Information Top Of Mind
Use Tags to keep record of important client attributes so that nothing slips through the cracks
Written by
Ron Gorodetsky
Updated over a week ago
See What's In Progress And Plan What Comes Next
Toggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card
Written by
Ron Gorodetsky
Updated over a week ago
Households in Hubly
Managing Households, Members, And Roles
Create households, find and add clients, and assign household roles from the client card in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago
Assigning Workflows And Tasks To Household Members
Keep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago
Configuring Streams and Tags By Household
Quickly apply streams and tags to all members of a client's household in Hubly.
Written by
Ron Gorodetsky
Updated over a week ago