Everything tagged Hubs
21 articles across the Help Center.
How do I create a Hub? Open `Home`, select `Create a hub`, enter a Hub name and any optional project details, then select `Create`. You can organize the Hub into folders and invite people after it has been created. Hubs and projects
How do I send and reply to a client by email? Use Emails for workspace-level messages, or a hub Message Center for project-scoped threads. Click Compose to start an email, or open a thread to reply, reply all, or forward. Messages and emails
How do I save and use email drafts? Add a To recipient, subject, or body, then close the compose window, and Visualist saves the email as a draft. Find drafts in Emails or in the Hub Message Center where you created them. Messages and emails
How do I review activity in a Hub? Open a Hub and find `Latest activity` on the overview. It shows the five newest updates; select `See all` to open the longer list and `Load more` for older activity. Hubs and projects
How do I track action items? Open `Action items` from the main navigation to add and track tasks. Choose a Hub under `In:` before creating an item if you need to assign it to another Hub member, or leave `Everything` selected for a personal item. Hubs and projects
How do I connect Google Drive? Open a hub's Google Drive integration card, click Connect Google account, and approve access on Google's screen. Once connected, you can link Drive files into that hub, refresh them from the card, and disconnect any time. Files and library
How do I use Concierge with a hub? Launch a Concierge from a Hub to use that Hub's context, or choose Link to hub when you send a Concierge. You can also link or unlink an individual response session from its details. Concierge and forms
How do I message a client inside a project? Each hub has its own Message Center and a forwarding address. Compose from the hub to email a client, and forward outside email threads to the hub's address to pull them in. Everything threads next to the project work. Messages and emails
How do I bring an existing email into a hub? Every hub has its own forwarding address. Forward an email thread to that address, or add it as a recipient when you reply, and the conversation lands in the hub's Message Center alongside the rest of the project. You can copy the address from the hub's Message Center. Messages and emails
How do I add files and content to a Hub? Open a Hub or folder, select `Create new`, and add a folder, image, design, palette, or Note. To add Drive content, open `Google Drive integration` and select `Link Drive files`. Hubs and projects
How do I organize a Hub into folders? Inside a Hub, click Create new and choose Folder to group related work. Give the folder a name and an optional description. Folders can hold images, designs, palettes, and notes, and you can nest them a few levels deep to keep a project tidy. Hubs and projects
How do I pin a Hub to the rail? When you have more hubs than fit in the rail, open the `+N` hub picker to pin or unpin them. Up to five pinned hubs show directly in the rail, the picker stays searchable for the rest, and the hub you are using stays visible even when it is not pinned. Hubs and projects
How do I schedule an email to send later? While composing an email, click Schedule, pick a future date and time, then click Send. Visualist holds the email and sends it at that time. Scheduled emails wait in the Scheduled tab, where you can edit or cancel them. Messages and emails
How do I choose where saved images go? Use the destination selector in the extension to choose `Library` or a folder in a Hub. Library is the default, and the extension remembers your selected destination. Browser extension
How does hub pricing work? Core includes 1 active Hub and Growth includes 6. Each additional active Hub costs $12 per month; archiving or deleting a Hub releases its slot, and restoring one may require checkout when your allowance is full. Billing and plans
What is included in each plan? Visualist has four plans: Free, Starter, Core, and Growth. Allowances include monthly credits, active Hubs, and Bin retention from 7 days on Free to 1 year on Growth. Billing and plans
How do I invite clients and collaborators to a Hub? Open a Hub and select `Invite` to open `Your team`. Enter each client's or collaborator's email address, choose their access, and send the invitations. They join as Hub guests, which is separate from workspace membership. Getting started
How do I archive or delete a Hub? Archive a Hub to make it read-only and release its active slot. Delete a Hub to move it and its contents to the bin; restoring or unarchiving can require checkout when your included Hub allowance is full. Hubs and projects
How do I restore something from the bin? Open the bin from your account settings, find the item, and choose `Restore`. General recovery is available on every plan; restoring a Hub requires a plan with Hubs and may open checkout when your active-Hub allowance is full. Hubs and projects
How do I control who can see a Hub? Invite a client or collaborator to a Hub as an `Editor`, `Commenter`, or `Viewer`, or use `Share to web` for one public item. A Hub guest's role controls their Hub access; a public item link does not expose the rest of the Hub. Permissions and access
How do I invite someone to a Hub? Open the Hub and select `Invite` to open `Your team`. Enter the person's email address, choose `Editor`, `Commenter`, or `Viewer`, and send the invitation. They join as a Hub guest, which is separate from workspace membership. Permissions and access