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Product Guides
High-level overviews of Hubly's features and use-cases.
39 articles in this collection
Written by
Ron Gorodetsky
and
Olivia Law
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