All tags available to add to clients. Deleting a tag removes it from all clients.
Connect your workhub-data.json once. Work Hub will automatically save every change and reconnect the next time you open this page.
Work Hub keeps up to 10 automatic snapshots in this browser (at most one per 30 minutes of changes), so a bad edit or accidental overwrite can be rolled back.
Every event with this title (past and future) will be treated as a meeting with the client you pick — including future calendar syncs — and their meeting dates will update right away.
Turn whole features on or off — Work Hub can be everything from a bare client list to the full casework suite. Off means gone: buttons, sections, and reminders all disappear (your data is kept and comes back when re-enabled; exports always include everything).
Pick the accent color used for buttons, links, and highlights.
How many days without contact before a client is flagged.
One document per line. Every client profile gets this checklist, and the caseload can filter on missing documents.
One field name per line (e.g. Voucher #). They appear on every profile and in CSV exports.
Paste your published Outlook calendar link (ICS) once and Work Hub will match events to your clients and update their Last/Next Meeting dates — you approve every change first. Get the link in Outlook web: Calendar settings → Shared calendars → Publish → copy the ICS link (keep it private).
Generate a summary of everything you did — Notes, Contacts, Status updates, new clients, profile/household edits, and tasks, plus the full timeline — ready to paste into an email.
Used by the Email/Text reminder buttons on profiles. Placeholders: {first} {name} {date} {cm}