How Service Hub works
Service Hub connects two workspaces — a provider that packages a service, and a subscriber that uses it — and puts the subscriber in control of access.
The Service Hub is how one organisation delivers a repeatable service to others through Task Arrow. A bookkeeping firm, an IT support company or an HR consultancy can package the tasks, projects, lists and forms that make up its service, and each client gets them set up in their own workspace.
The two sides
The provider publishes a service. It builds templates in its own workspace, bundles them into a service, and chooses which of its people work on it. Publishing needs the Pro plan.
The subscriber subscribes to a service. It gets its own copy of everything the service includes, and decides how much the provider can see and do in its workspace. Subscribing works on every plan.
The lifecycle of a service
The provider builds templates
The provider publishes a service
It creates a service in the Service Hub, gives it a category and a description, attaches the templates, and optionally an intake form of questions for new subscribers. See Create a service.
A subscriber subscribes
Another workspace finds the service under All Services, chooses how much access the provider gets, answers any intake questions, and subscribes. See Find and subscribe.
Task Arrow sets it up
The subscriber gets its own copies of the lists and forms, and its first tasks and projects straight away. Recurring templates start their own schedule from the day of subscribing: subscribe to a monthly template on the 15th and the next one arrives on the 15th.
Both sides work
The subscriber's team works the records like any others. If the subscriber allows it, the provider's team can enter the subscriber's workspace to view or work on those records, and only those.
Access is the subscriber's decision
When subscribing, the subscriber picks one of three access levels for the provider. They can change it at any time from My Subscriptions, and the change takes effect immediately.
| Level | What the provider can do |
|---|---|
| No access | Nothing. The provider cannot see anything in your workspace. They can still be assigned work by name. |
| View only | Open your workspace and read what this service put there. They cannot change it. |
| Can edit | Open your workspace and edit, comment on and complete what this service put there, as if they worked here. |
Whatever the level, a provider only ever sees records that belong to that service, never the rest of the subscriber's workspace, and never its settings.
Words used in these guides
| Term | Meaning |
|---|---|
| Service | A published bundle of templates, in a category, offered by one provider. |
| Template | A task, project, list or form blueprint that the service creates copies of for each subscriber. |
| Intake form | An optional form a subscriber fills in when subscribing. Its answers can be written into the templates. |
| Service record | A task, project, list or form in the subscriber's workspace that belongs to a service. The provider can reach these, depending on access. |
| Team | The provider's people who work a particular service. |
| Entering a workspace | A provider team member opening the subscriber's workspace to work on the service's records. |