Create and Assign Tasks

Tasks in Hugo is a helpful way to track important action items important to a meeting. You can use this as away to create and assign tasks before, during, or after the meeting. 

Create and Assign

To create a task, go to any meeting doc that you need and look for the 'Tasks' sidebar on the right side:

  1. Click "Add Task" or highlight a part of your note that you wish to turn into a task
  2. Add in your task
  3. Assign the task by typing the name of the assignee, or select from the dropdown menu using a few options:
    1. All meeting attendees
    2. Attendees in my Hugo team
    3. Specific users

Use tasks for better meeting preparedness before it starts. Here are some helpful examples: 

  • A task for everyone to add their bullet points to the agenda
  • A task to review a deck, video, or report before the meeting
  • A task for customer success to share a public link of the agenda with the customer

Tasks can also be used as a way to quickly capture and action on what was decided during the meeting. Here are some helpful examples: 

  • Assign tasks internally to the attendees in your Hugo team. 
  • Assign tasks to anyone in your meeting, including contractors, customers, and team members who don’t have Hugo accounts. People at your meeting may not use Hugo, but you can still track tasks assigned to them in Hugo. 

Set Due Dates

Set a due date and time to let your teammates know when a task should be completed by. To set a due date and time: 

  1. Navigate to "Due" in the task 
  2. Select the date and time from the Calendar 

You can choose from default options, or a custom date and time. Hugo smart due dates will also detect when your meeting is going to start, so you can dynamically assign tasks to be completed before the meeting kicks off. Hugo will detect your next recurring meeting, so tasks can be assigned and completed before the next recurring meeting. 

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