How is information stored in Hugo?

Your calendar is a big part of how Hugo is built, so that documents can be linked to your meetings. This removes the challenge of staying organized and makes it easy to find everything in the future.

Hugo has four main pages in the navigation bar:

Meetings

When you log in to Hugo using your Google or Office 365 credentials, you will see the Meetings page by default. Think of this page as your home base. 

  1. Navigation: Easily switch between My meetings, Tasks, Notes and Search
  2. Meeting List: On the left-hand side, meetings are automatically loaded from your calendar, and used as the storage structure for your documents. This means that you are giving Hugo access to sync meetings from your work calendar. Meetings are not accessible to other Users unless they are also attending that meeting.
  3. Meeting Details: When you select a meeting, extra details are displayed on the right-hand side. Hugo identifies the attendees and organizes them according to what company they work for. As you save meeting docs in Hugo over time, hover on a contact or company to see past notes and prepare for the next meeting more easily. This is also the screen where you can create documents for the selected meeting.


Tasks

The Tasks section of Hugo is where you can manage all tasks that are assigned to you or assigned by you. 

  • Filter your tasks to better organize your meeting action items. 
  • Edit your tasks directly in one place. 
  • Complete your tasks and indicate that your assignments are complete. 


Notes

This tab aggregates all notes saved by you and other Users in your Hugo Organization. On the left-hand side, you will find meetings that contain notes. On the right-hand side, the details of the meeting and documents are displayed. You can also filter your meetings as needed.


This will open a sidebar that allows you to find notes by searching for a particular: 
Contact, Company, Meeting Title, Note Text or Note Tag


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us