Feature Ideas

Suggest an improvement or a feature request. We are listening to you πŸ™

Trending
  1. mark a message as "Unread" after reading

    JUSTIN W

    0

  2. 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 S

    0

  3. 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 C

    0

  4. 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 W

    0

  5. Recurring tasks

    Recurring tasks

    Hubflo Team

    3

  6. 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 P

    3

  7. On the backend, Option to hide unused side meu options that we don’t intend on implementing or using

    Eliminate clutter and make for an easier Project Manger journey

    Al P

    1

  8. The option to hide menu above the Cover (where it says β€œHome > β€œClient Portal” > and β€œcall”

    To be able to have the cover fill up top portion cleanly

    Al P

    0

  9. The ability to upload, custom Icons.

    To achieve consistency on colors and or flexibility of options

    Al P

    1

  10. Let clients fill out / edit information on their profile

    Let clients fill out / edit information on their profile

    The Hubflo Team

    1

  11. 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 P

    1

  12. 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 P

    1

  13. When clicking on the β€œActivity feed” icon in the side menu &click on something like β€œform was sent” 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 P

    0

  14. The ability to delete archived items

    Eliminate clutter

    Al P

    0

  15. 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 I

    2