Welcome to Hygger!

Hygger integrates all your processes and projects under one solution and enables collaboration across all your teams. 

Everything starts with a Company in Hygger. Your Company unites all of your teams, processes, and projects. Whether you are a small startup or an established SaaS company, a digital agency or a game development company, connect everything and everyone in one Company. Divide your team members into functional Groups and start working on Projects. A Project is a set of tasks related to certain goal achievement. The Boards represent the processes in your Company, such as Development, Sales & Marketing, HR and so on. And finally, you have Tasks on your boards where the real work happens. Also, you may create Collections for boards that cannot be related to any project or group the boards into Collections by particular criteria. Now let’s follow our Get Started Checklist to go Hygger completely.

Get Started Checklist

1. Create Account & Company

Let’ start with creating your Account first: click Start for free button and fill in your details. As soon as you complete account creation, you will be forwarded to the Company creation page. There, enter the names of your Company, Company Size, your Site and Software Preference. Your Company site will be used as a link to access your Company in Hygger. Then you will be asked about a project type, choose one of the proposed options. Congratulations! You have successfully created your Account and Company.

If your team member invited you to join Hygger, follow the link in the email, complete your account info and join your Company in Hygger.

Let’s check the next step.

2. Invite your Team

Let’s invite new team members to your Company. Once you create both the personal and company you'll be able to put the colleagues' emails. In case if you skip this step, you will be able to invite them on the Company Settings. From your Company Settings page go to the Members tab and click Invite Member. Enter your teammate’s email and choose one of the roles for the member: Company Owner, Company Admin, Regular Employee or Guest. Once you send an invitation, your team member will automatically receive an email invitation to Hygger.

Apart from this, you can quickly add new members from the header, near the personal icon. Click the + Invite Members to invite them with an invitation or by a link.

Having your team on board, you are all set up to start a new Project. Let’s see how to do it.

3. Add your Project

Project brings together tasks and activities related to a defined goal. New product launch, marketing campaign, development of new software - these are all projects that require a lot of efforts and hard work.

To add a new project, let’s open the Company Settings and find the Projects tab. Click Create Project and enter your Project’s name and its’ short name. The short name is a project’s abbreviation and is used for quick task identification.  

Also, you can add a new project from the left global menu. Click the Add Project button and choose Create from the pop-up menu.

Great work! Our next step is to divide the processes of our Project into Boards and start adding the tasks. Let’s do it now!

4. Add your first Board and Tasks

Boards contain tasks related to different processes. To add a new board, go to Project Settings and open the Boards tab. Click the Add Board button and proceed with a new board creation.

There are four types of boards in Hygger: Kanban, List, Sprint and Timeline boards.

Kanban board is a board used to display all tasks at all stages of their fulfillment. List board is the same as To-Do list that simplifies the way to manage your to-do tasks and gives you an overview of all tasks that are connected to a certain group. Sprint Board is used for sprint management. Timeline board is a visual project scheduler.

As soon as you save the Board, add your team members to the board and assign them to tasks. For better board organizations start creating the columns first.

Columns can be of three types: To Do, In Progress and Done. In Progress column can also be of two kinds: Simple and Composite. The Composite column contains two sub-columns: In Progress and Done. The sub-columns names cannot be edited.

Let’s add your first task now. Click the Add Task button and enter the task name. For your ease, you can assign it to a responsible team member at the moment of its creation by adding a @mention of this member.

To provide more details on what should be done, add a task description. You can also add multiple attributes to the task: Due Date, Estimate, Attachments, Labels, Checklists, and Versions. To track the time spent on a task add a work log. You can also discuss the task with your team members in comments.

In case if you don't know how to start your work in Hygger, you can use Templates. Templates are customized boards that represent you the way you can begin working in the software. There are plenty of templates representing Backlog management, Sales Pipeline, Software Development, etc. Click on the plus icon on the header, choose Board=>Templates and the template that suits you the most according to its description.

5. Stay informed

With plenty of boards, tasks and deadlines it’s difficult to keep track of what’s going on on the projects and stay informed about the changes happening around. There is a solution though. Use Inbox and Activity widget on the Overview page.

Inbox is storage for all important notifications that require your attention: new comments, mentions, new task assignments and general changes to the tasks get here. Once you are done reviewing your Inbox, archive the unnecessary notifications. 

Activity Widget displays the list of current activities, as well as a list of completed tasks. You can filter the activities by projects, members, boards and time period.

What’s next?

Now you have learned the basics of Hygger. You may also want to install our mobile apps for iOS and Android, set up Integrations or consult our Help Center for more information. Have some feedback to share with us? Drop us a line at support@hygger.io.

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