Product Guides | Hubly

Integrating Hubly to your CRM

How to integrate your Wealthbox or Redtail account to Hubly

Written by Olivia Law
Updated over a week ago

Privacy Mode

Need to hide some important Client PII? Here's how.

Written by Olivia Law
Updated over a week ago

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

Planning Your Annual Hub Review

Facilitate your next review with this simple framework to keep your team aligned and your Workflows up-to-date as your business changes.

Written by Ron Gorodetsky
Updated over a week ago

A Quick Way To Get A Headstart On Your Day

Organize your workflows by common themes and start your day with a high-level overview to keep on top of all of your tasks.

Written by Ron Gorodetsky
Updated over a week ago

Choosing The Right Level Of Detail For Your Workflows

Strike a balance between task-list length and detail to create workflows that are a joy to use!

Written by Ron Gorodetsky
Updated over a week ago

Passing the Baton

How to quickly assign tasks and reminders to your team

Written by Olivia Law
Updated over a week ago

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

Managing Non-Client-Facing Tasks

Some Tasks that you complete on a regular basis may not be Client-centric — learn how to plan and manage those in Hubly.

Written by Olivia Law
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

Reordering Workflows and Processes

Keep your Workflows where you need them to be!

Written by Olivia Law
Updated over a week ago

Sequential Task Reminders

Build smarter workflows with Sequential Task Reminders!

Written by Olivia Law
Updated over a week ago

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

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

Tracking Meeting Dates And Types

Let the client card tell the full story and see the next/last meeting date at a glance.

Written by Olivia Law
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

Saving time with automation in Hubly

Automating Your Year-End Reviews

Leveraging Hubly and Zapier to create a scalable Year-End Review Meeting process to ensure that nothing slips through the cracks

Written by Olivia Law
Updated over a week ago

Automating Your Client Prospecting Funnel

Build a prospecting funnel that lets you eliminate data rekeying and ensure that nothing falls through the cracks

Written by Olivia Law
Updated over a week ago

Get Surge Meeting Ready

Forget manually rekeying meeting dates by connecting Hubly directly to your scheduling software through Zapier.

Written by Ron Gorodetsky
Updated over a week ago

A service record for every client in Hubly

Add A Client To An Existing Workflow

Discover four simple ways to start a client in a workflow from your Hub or from within the Client Card.

Written by Olivia Law
Updated over a week ago

Renaming Instances Of Workflows

Need to differentiate between similar but different workflows? Learn how here!

Written by Olivia Law
Updated over a week ago