Hubly Roadmap Requests

I want to be able to have a workflow template auto-assign the first task to the person/role on my team that created the workflow. (From Marnee Michalman)

Marnee Michalman - Our firm only does trades on a specific day of the week. I would like to set a reminder in my trade workflows that only goes off on Thursdays. Another example, I want my reminders to be triggered based on a specific event date.

Change or add business days as an option for important date rules in order to avoid workflows popping up on a Saturday and Sunday and getting done/completed too late

The ability to give the a completion date to a workflow and based on that completion date, auto-assign the tasks in the workflow with reminder/completion dates. So, for example workflow has a due date of x and the tasks have due dates of x +/- # of days

It would be nice to be able to add a group of clients to a workflow after filtering and searching the client insights

Please add a way to filter if a task shows up in a workflow based on the service team assigned to the contact card.

Want to add user profile photos

Please allow for Numbers in forms to be formatted as Currency, Percent, Etc. This will reduce data entry errors -- especially when dealing with large dollar amounts.

To provide clarity for our users, it would be helpful to include a brief description of what the workflow is for. For example, use this workflow when processing a rollover request from a plan we advise on. 🚨 Also, this is a brilliant idea of mine!

Request for you to potentially consider Advyzon for future CRM integration (and to see if other users agree). I use Redtail but I am considering consolidating to Advyzon.