Hubflo

Hubflo Team

Organize your internal work with projects and tasks in Hubflo. 

Projects & Tasks

Projects are how you track client work, manage your team's time, and forecast revenue in Hubflo.

Getting started with projects

Showing project status on your client portal

Save reusable project sections with pre-built tasks. Apply section templates to any project and divide a project's task list into organized groups.

Create section & task templates

Learn how to import projects into Hubflo in bulk, including how to link them to contacts, set dates, and ensure your stages are set up correctly.

Import projects into Hubflo

Archiving a project

How do I move a project from one board to another?

Projects

Stay on top of your day-to-day activities and collaborate with clients and teammates.

Getting started with tasks

Build reusable task templates to speed up repetitive work.

Create and use task templates

Hubflo lets you assign tasks to clients, control what they can see, and give them the ability to take action directly in the portal.

Collaborating with clients on tasks

Learn how to import tasks into Hubflo and link them to existing contacts and projects during the import process.

Import tasks into Hubflo

Tasks

Learn how to set up time tracking in Hubflo as an owner, configure hourly rates for your team, create categories, and review logged time.

Setting up and managing time tracking

Learn three ways to log time in Hubflo, manual entry, live timer, or directly from a project or task. Available for all roles except accountants.

How to log time

Track, categorize, and manage your project or business expenses with ease.

Track and manage expenses

Time & expense tracking

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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