Hubly Video Tips

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

Got a minute? Learn a new tip!

See the Volume of Tasks Team Members Complete - YouTube

See the Volume of Tasks Team Members Complete
Get instant visibility into the volume of tasks that team members are completing each day so that work can be distributed equally.

How to Onboard New Employees Seamlessly - YouTube

How to Onboard New Employees Seamlessly
Plug and play new employees directly into your advisory firm's processes using Hubly workflows. You can also embed training videos and resources so that you only need to teach it once.

Prevent one-off tasks from slipping through the cracks - YouTube

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.

Prioritize Your Day and Focus on What's Important - YouTube

Prioritize your Day and Focus on What's Important
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.

How to Efficiently Assign Tasks in Your Financial Advisory Firm - YouTube

How to Efficiently Assign Tasks in Your Financial Advisory Firm
With Hubly, tasks can be automatically assigned and workloads balanced between team members with smart, automated routing.

How to Work Asynchronously - YouTube

How to Work Asynchronously in a Workflow
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.

How to Automate RMDs - YouTube

How to Automate RMDs
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!

How to Demonstrate Work To Clients and Keep a Compliant Service Record - YouTube

Demonstrate Work To Clients and Keep a Compliant Service Record
Easily demonstrate the hard work that you do for your clients and track work completed for compliance purposes.

How to Start Your Day with Clarity - YouTube

How to Start Your Day with Clarity
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.

How to Stop Looking for Links and Resources by Using Hubly Workflows - YouTube

Stop Looking for Links and Resources
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.