Feature Ideas
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JUSTIN W0
Task Clarity
Hi, We have employees who work on multiple projects that use the same named tasks. When looking at an overall task list in the application, we would like to see the project name as a prefix to the task name so it can be easily distinguished from other projects
Ed S0
Smartdocs improvements
Smartdocs have great potential, but they are very clumsy to use still. A few things that would go a long way to improving them: Don't automatically create a new empty smartdoc just because I pressed the plus button.Let me delete unused smartdocs.Let me get a link to the document to send to someone directly (since the Hubflo email seems to get stuck in spam now).Let me resend the same document to customers (again, since the email seems to get tuck in spam now).Let me assign documents to workspaces and projects.
Zachary C0
Set Custom Due Dates for Workspace Task Templates
When I assign a Workspace Template to a client can the due dates of the tasks come over from the template? For example: Task 1 - Set due date in 3 daysTask 2 - Set due date up to 60 days
JUSTIN W0
Recurring tasks
Recurring tasks
Hubflo Team3
Have the messaging area more organized and or filtered.
It would nice to filter views of messages by preference. Also is there a way to delete the old ones? i have so many demo messages i'd like to delete off the feed, but i dont see a way. its visually frustrating
Al P3
On the backend, Option to hide unused side meu options that we donβt intend on implementing or using
Eliminate clutter and make for an easier Project Manger journey
Al P1
The option to hide menu above the Cover (where it says βHome > βClient Portalβ > and βcallβ
To be able to have the cover fill up top portion cleanly
Al P0
The ability to upload, custom Icons.
To achieve consistency on colors and or flexibility of options
Al P1
Let clients fill out / edit information on their profile
Let clients fill out / edit information on their profile
The Hubflo Team1
Ability to toggle menu items on and off
It would be nice to customize (our view) the menu bar to the left hand side. (There are tabs we don't use) and sometimes a bit distracting if we don't use them at all. It would be nice to be able to toggle and or rearrange what is shown to streamline efficiency
Alvaro P1
Project detail
Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)
Alvaro P1
When clicking on the βActivity feedβ icon in the side menu &click on something like βform was sentβ to activity, it only pops up.
It would be nice if it opens the form to be viewed on the clients portal or even opens the form section of the back end
Al P0
The ability to delete archived items
Eliminate clutter
Al P0
Allow multiple companies for one contact
Currently, you have it so I can only attach 1 company to each contact. While this works great if I have 1 company with multiple partners, this doesn't help me if I have multiple companies with the same partners.
Terry D Justice I2