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

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

Learn how to bill clients for tracked time in Hubflo, pull billable time entries into an invoice automatically, manage which entries to include, and mark time as billed.

Adding time entries to an invoice

Time tracking

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