Meetings are at the core of the modern workweek. Use this quick-start guide to get started in Hive and optimize your meeting flow and structure.
Do any of these issues sound familiar?
I don't even know what this meeting is about. Could it just be an email?
How can I make sure that the meetings we conduct are actually productive with everyone working from home?
How can I be sure that everyone actually does what they say they'll do before our next sync?
Hive has got you covered. In this article, we'll walk through how to optimize your Hive experience to run the best possible meetings and ensure timely and efficient follow-ups. A stellar meeting is a few minutes away.
Step 1: Create a Hive Note for your meeting
Every great meeting starts with an agenda. Prepare for the most productive meeting of your life by using Hive Notes to create an agenda and share the note with your teammates. To get started with Hive notes:
Click on "Notes" in the bottom right hand corner of Hive to open the Notes panel.
Click "New Note" to create a new note.
Assign the Note to a project and any new actions created from the Note will map into that project automatically.
Add your agenda items to the note and share with your team by clicking on the "Share" button on the note's upper right-hand corner. Additionally, the meeting Note can be sent externally as an email to leadership or clients.
Step 2: Kick the Meeting Off
You've sent around the agenda, and now it's time to kick off the meeting. That's where Hive's Zoom integration comes into play. To ensure that your Zoom account is linked to Hive, complete the following steps:
Visit "Hive Apps" in the left-hand panel navigation section of Hive
Toggle on the Zoom integration tile, and enter your Zoom details
Now it's time to start the meeting in Hive, and there are a few ways to do that:
Go to the messaging group, or direct message, where you want to start a meeting. From there, you can start a meeting in a few ways:
Type "/zoom" in the group or direct message. A Zoom meeting will automatically be started.
Click on the Zoom icon on the top right corner of your messaging window.
In the messaging input box, click the + button and select "Create Zoom Meeting."
Step 3: Assign Next Steps
Once you're in the meeting, you can utilize the Notes collaborative functionality to add notes, next steps, and action items into the Note itself.
To add an action item into the Note and assign it as a next step, simply select all text that you would like to make a next step and click on the check mark on the bottom left hand corner of the formatting box.
Next, you can assign the next step to someone on your team by clicking on the assignee section and selecting a team member from the dropdown. You can also easily assign a due date.
Step 4: Follow-up With Teammates and turn your ad hoc emails into actions in your project
Need to follow-up with teammates or external parties after the meeting? You can do that from inside Hive with Hive Mail.
To enable Hive Mail, visit the aforementioned Apps section on the left-hand tool bar and select Hive Apps. Hive Mail is an available app listed here. Toggle it on, and sign in to your email account, authorize the connection, and you'll be all set!
The opportunities with Hive Mail are limitless. In addition to following up on any Notes and next steps assigned, you can also:
Turn your email into an action card in Hive
Actions you create from an email will be private and assigned to you by default, and the email thread will live in the action card.
To create an action from an email, click into the email from your Hive Mail inbox, then click the checkmark icon above the message. You’ll then be able to access it from My Actions.
Link emails to existing actions
Receive an email that’s relevant to your meeting, or something you’re already working on? You can link emails to existing actions as well! To do so, click into the email from your Hive Mail inbox, then click the link icon above the message. This will embed the email thread into your action card.
Reply or forward messages right from your action cards
No need to hop from action card to inbox. With Hive Mail, you can reply, reply all, or forward messages right from the action card. Circling back has never been easier.
Send a new email from within an action card
Click the New Message button to begin a new email chain that will live in the action card.
Email threads linked to action cards are dynamic, so they will update with any additional replies that are sent or received. Anyone who has access to the action card will be able to view and reply to the linked messages, ensuring that everyone stays up to date with the latest.
These tips are just a few of the ways you can utilize Hive to run your most efficient meetings. We look forward to seeing all of the incredible work you do in Hive in 2021.