Create reusable task templates to standardize your team's recurring work.

How to use it

Go to Settings > Templates > Tasks. Define a name, type, description, tags, custom fields, attach files, and add subtask templates.

Then use the "New task" dropdown from any task list to create a task from a template in one click — everything is copied over. You can also save any existing task as a template from its action menu.

🎯 Key points

• Works (almost) everywhere: task index, workspaces
• All properties copied: type, description, tags, custom fields, files, subtasks

You can now link multiple projects to the same workspace, making it easier to manage several projects with the same client while keeping everything in one place.

Tasks inside workspaces are now organized in two levels: workspace tasks and project tasks.

How it works:

• From the workspace inbox → Tasks tab, you will find a button that allows you to create a new project or link an existing project to the workspace.

• Once projects are linked, you can navigate between them using the project badge at the top of the page.

Tasks are now structured in two levels:

• Workspace tasks → tasks that belong to the workspace itself (general coordination, shared actions, etc.)

• Project tasks → tasks linked to a specific project

Tasks can also be easily moved between the workspace task list and project task lists when needed:

This update makes workspaces more flexible and better suited for teams managing multiple projects with the same client. Let us know what you think!

You can now mark project stages as internal to hide them from your clients on their workspace.

Keep your internal workflow steps private while showing clients only the stages that matter to them.

What's new:

• Go to Settings → Other settings -> Projects
• A new "internal" toggle on any project stage
• Internal stages stay fully visible to your team, but invisible to clients

You can now reorder your project boards via drag-and-drop and manage them from a dedicated settings page.

⚙️ How it works

• Go to Settings → Other settings -> Projects
• Click on manage to access the project board edit page
• Drag and drop boards to reorder them — the new order is reflected in the project list view

You can now show or hide Messaging, Smartdocs, and Workflows from your main menu, just like you already could with other items.

⚙️ How it works

• Head to your organization settings
• Toggle the visibility of Messaging, Smartdocs, and Workflows on or off
• Changes apply immediately to the main menu for your organization

You can now generate a public link for any workspace folder, making it easy to share files with clients or external stakeholders — no login required.

How it works

When clicking the share button on a folder, you'll now see two options: the existing private link (requires authentication) and a new public link (view only). Copying the public link automatically marks the folder as public, and a banner will appear on the folder to confirm it's publicly accessible.

Admin control

This feature is opt-in at the organization level. To enable it, go to Settings > Client Portal > Global Permissions and toggle on "Enable public link sharing for folders". It's disabled by default so existing setups are not affected.

When the setting is off, public folder pages are inaccessible.

You can now configure recurring tasks with greater flexibility to match how you actually work. Alongside existing options, we’ve added three powerful new ways to repeat tasks:

• Yearly
• Periodically
• Custom

How it works:

🔁 A new task is automatically created when the current one is marked as done, with its due date calculated from the original task’s start time and recurring option.

👉 Try it out by creating or editing a task and exploring the new scheduling options!

We’ve improved conditional logic in Hubflo Forms! You can now add conditions to sections, choose between AND/OR logic for condition groups, and enjoy a refreshed UI 🎉-

1. Condition GroupsYou can now create groups of conditions on a question or an entire section. This lets you control visibility based on more complex logic.

2. AND / OR LogicChoose whether all conditions must match (AND) or just one (OR). Perfect for tailoring your form flow based on multiple answers:

3. Fresh UIThe new interface makes it easier and faster to manage conditions.

Reminder: Each condition or condition group is based on answers to previous questions in the form. Make sure your trigger questions come first!

Got questions? We’re here to help!

No more retyping the same info over and over — Smartdocs can now be automatically pre-filled with your contact and company data from the Hubflo Directory 🙌

Here’s how it works:

• Create or edit a Smartdoc

• Map the fields to your Hubflo contact/company properties (native or custom)

• When sending the doc, if those fields are already filled in Hubflo, they’ll show up pre-filled for your client — and they can still edit them if needed.

Let us know if you have questions — we’re here to help!

We’re excited to introduce Conditional Logic and Form Sections — two powerful tools to make your forms more relevant and user-friendly 🎯

Conditional Logic

• Show or hide questions based on previous answers.
• You decide which questions appear depending on what the client selected earlier.

For example:

• If someone picks “Business” → show company-related questions

• If they pick “Personal” → skip them

How it works:

• Use Dropdowns, Radio buttons or Checkboxes as trigger questions

• Set up conditions using values from the user’s answers

• Each question can have up to 3 conditions (works like “OR” logic)

Form Sections

• Break long forms into clean, organized sections.

• Add a section title and description, group related questions together, and reorder everything easily with drag & drop.

Perfect for improving flow and keeping your clients focused.

These two features work great together to create a smoother, more personalized form experience.

Check out the FAQ article to learn how to set conditional logic step by step!