Hubly Video Tips

Quick bite-sized videos teaching you and your team how to utilize Hubly to improve your productivity, efficiencies, communication, and happiness.

Computer with clients going into it

Got a minute? Learn a new tip!

Prevent one-off tasks from slipping through the cracks

Often, we resort to scribbling down one-off tasks on sticky notes and hope to remember them. But sticky notes get forgotten about. In this Hubly tip we introduce a better solution to help you keep track of your tasks efficiently so that nothing slips through the cracks.

Hubly’s flexible workflows allow you to skip over tasks that are not assigned to you, so you can work asynchronously in a workflow without holding one another up.

With Hubly, tasks can be automatically assigned and workloads balanced between team members with smart, automated routing.

Learn how to start your morning with clarity and intention by utilizing task prioritization in Hubly to stay on track, no matter what the day throws at you.

This month's Hubly tip teaches you how to embed links and resources into your Hubly workflows so that you have them where you need them, when you need them.

Learn how to create a custom View in Hubly to display all of your workflows that have tasks due so that you can start your day with clarity.

Easily demonstrate the hard work that you do for your clients and track work completed for compliance purposes.

In Hubly you can set up "age-based rules" that monitor clients and automatically add them into your RMD workflow before their 72nd birthday. You can set it and forget it!

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"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management

James Phillips 10X clients onboarded per week !

James estimates that his firm was losing out on $15K monthly revenue increase per month and knew that he needed to increase the firm’s onboarding capacity in order to keep up with demand for their services.

However, he needed to do so without foregoing the client care and effective processes he had worked so hard to develop over the years.

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