Team Onboarding Guide

Onboard your Hugo Team 

Now that you’ve seen Hugo in action, it’s time to connect the team and ensure all meetings are set-up for success.

Improving the way your team meets doesn’t happen overnight, so this quick guide will help you introduce Hugo in the most productive way possible.

Overview


The steps

1
Start with a core team.

Setting up a team is the first step towards better meetings! Here are roles and members that will help get you there quicker: 

  • Admin. Responsible for managing the Hugo team and preference settings.
  • Team Lead. Responsible for managing meeting frameworks and workflows. Typically the head of a department.  
  • Core Users. Those with frequent meetings (bonus for cross-functional). Typically Sales, Success or Product. 
  • Remote members. If you have any remote team members, they will be helpful to add too. 

What's next?
Once you've selected your core team...it's time to invite them!

2
Explore meeting workflow gaps.

It’s important Hugo solves your specific meeting gaps. Here's an exercise to help identify where Hugo will help the most. 

  • Meeting brainstorm. Below are some thought starters. Ask each other: 
    • Where are meetings notes taken/stored? Are they easily found?
    • How do we share meeting insights/decisions? Are others aware?
    • Where do we create action items and how we track their status?

Whats's Next?
Use agenda templates and set-up app integrations to make sure nothing slips through the cracks. 

P.s For more inspiration, check out Vital - a meetings framework for high-performing teams.

3
Identify use cases.


It’s helpful to create workflows to achieve your meeting goals. Here's an example use case: 

  • Current Challenge: It's difficult to be aware of what each team is working on. 
  • Goal/Objective: Easier and more efficient communication across teams.
  • Team Workflows: Ensure notes are accessible and shared across-teams post-meeting. 
  • Hugo Features to support: Collaborative Agendas, Shareable Links and Slack Integration. 
4
Manage preferences and settings 

Configuring the right settings will give the team the best experience:

  • Create user groups. @mention multiple users (e.g @customer-success).
  • Encourage integrations. Connecting apps increases productivity.
  • Adjust notifications. Notify users to customize their notifications

5
Educate the team

It’s important the core team understands the ins and outs of Hugo.

  • Self-serve training. There are plenty of helpful training resources readily available. 
  • Hugo Team training. If the team needs extra guidance, you can schedule a session with Hugo's Success Team. 

What's next?
Check out Hugo Resources for best practice content and sharable resources.
Email the Hugo Success Team to learn more about team training. 

6

Onboard your team

Getting more team members on-board increases the benefits of Hugo. More meeting notes = more collaboration, alignment and insights! We suggest adding people in a phased approach.

What's next?
@mention the new users in your notes to kick-start collaboration. 
Communicate to the team about using Hugo.   
Consider scheduling a training event for those who have additional questions.

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