New Customer Checklist

Thank you for subscribing to Huddo Boards.

We have created this page to help you get the best experience from Boards. Complete our short checklist to optimise your environment and take your business and projects to bold new places. Warp speed ahead!

1 - Assign Licences

Huddo Boards administrators can learn how to assign and remove user-named licenses directly through Admin Settings. Purchase more licences from the same view.

Screenshot of a project management app showing the 'Members' tab for a board titled 'Sales Huddle.' The list includes two users, Craig Smith and Hailey Berkhou, with options to manage their permissions, such as revoking the monthly subscription, assigning administrator, demoting to guest, or removing the user.
Learn more

2 - Use our Resources

Our Video Resource page is packed with short clips on how to perform basic actions, like creating and organising tasks, through to latest updates and even advanced features like Integrations with Microsoft.

LETS GO

3 - Integrate with Microsoft

Discover clever integrations between Huddo Boards and Microsoft 365, and learn how to elevate both.

Screenshot of a Slack-like team communication platform showing a conversation about a project called Hugdo Boards, with messages discussing updates and changes, and a notification about task management.

Use the Huddo Boards Outlook Plugin to create cards from emails directly, and share links to Boards, Lists and Cards in emails.

Learn more

Drag and Drop MicrosoftOutlook emails, including attachments, into Huddo Boards to automatically create tasks.

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Screenshot of a computer screen displaying multiple open tabs and windows including email, project management boards and collaboration tools. Visible sections include emails, Kanban-style boards with tasks, and a sidebar with color-coded labels and member icons.
Screenshot of a computer screen showing a web page with a booth setup interface for an event called ENGAGE 2024 BELGIUM. The interface has options to assign members, attach links, add custom fields, convert into entry, add dependencies, archive, copy link, and export. There is a comment section with a comment from Craig Smith, indicating he is looking now and the card was assigned to him.

Use PowerAutomate to make light work or repetitive tasks, like adding Huddo Boards tasks to Microsoft Todos

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Add Huddo Boards as a tab in a Microsoft Team Channel and get personal notifications directly to your Activity Feed. 

Learn more
Screenshot of an email in Microsoft Outlook discussing working from home, with options like setting a transition, list, and due date, and a blue create button.

Attach files from Microsoft OneDrive to better control permissions and manage versions.

Learn more
Screenshot showing two project management dashboards side by side. The left dashboard is for a project summary board with three projects: Railway Development, Housing Project, and Rural Industries, each with weekly summaries and milestones. The right dashboard is a to-do list titled 'Planning for Huddo' with tasks such as reviewing policies, creating a new card, schedule meetings, and review planner.
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4 - Know your Support Channels

Email us on support@huddo.com
Book a meeting with a Customer Success Manager
Search our Help Docs Wiki

5- Tune in to the latest updates

Follow us on Social Media

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Huddo Suite is developed and supported by ISW, an Australian technology company with over 26 years of experience delivering enterprise software and digital workplace solutions.

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Project Management Tool

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Innovation & Ideation Tool

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Knowledge Management Tool

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