Would like for there to be a prompt notifying the user of any incomplete tasks when marking a Workflow complete. There have been a couple instances where someone accidentally completed a workflow when there was an incomplete task with a reminder on it.

We work with a few firms and want to get email notifications when a task is assigned to us. The problem we are having is that it just say a task has been assigned so we don't know which firm assigned a task.

The tasks that have a reminder don't show up if you filter out "only show workflows where the next task is assigned to you". If there is a reminder, wouldn't that trump the order of the tasks? Otherwise you can't get a clear filter of all that you need to get done whether or not someone else has a task for the same workflow.

To reduce the number of email notifications for assigned tasks, I would like to request a feature for a singular notification as client is added to a workflow.

i.e. instead of receiving 7+ emails for each task within the workflow - reduce it to one email stating something similar to below :

" 'Demo, Client' has been added to [Workflow Name] with 7+ tasks assigned to you"

I would like to be notified when a Workflow I am assigned to has been completed. Ideally, it would probably be best if the person assigning the workflow could select the option to be informed when the workflow is finished or not.

there needs to be some signifier that a task has details entered. an exclamation mark, different color, anything that indicates there are actual detail notes to look at

When we receive an email notification, we would like to be able to see the client's full names as opposed to only their first names. It is difficult to distinguish each person when there are a lot of clients.

It would be helpful to be able to see recently added workflows assigned to a client. Currently we notify each other with an email "hey, I added a workflow for client X to fund an account" Maybe add a filter on the view workflows?

I would like some type of confirmation for the client after they upload documents using the upload link. I have had EVERY client ask me if the upload worked because they don't know if it worked. I also NEED a notification when something is uploaded. I have no clue when clients upload things currently.

I'd like to see a list of notifications when another user assigns a task to you (or because of a auto reminder schedule). Possibly similar to a Facebook notification list - something that shows you the most recent 10 or 20 tasks that have been assigned to you. (I know it's possible to get an email but I don't find those as helpful as I think a list within Hubly would be)