Huddle™
Users | Huddle
Aimed at end users of Ideagen Huddle, this curriculum contains all the courses you need to use the Huddle modules.
Curriculum content
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In this course, we'll guide you through opening, editing, and managing document versions within Ideagen Huddle, ensuring smooth collaboration with your team. 3 - 5 mins Learning objectives: ü Open and edit documents using the desktop app or browser ü Manage document locking to prevent simultaneous edits ü Track and reference version history for document updates
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In this course, you will learn how to access workspaces, track activity, manage tasks and approvals, and use the search functionality to find content efficiently. 3 - 5 mins Learning objectives: ü Explore the structure of the Ideagen Huddle dashboard ü Understand how to access and manage workspaces ü Discover how to track activity, tasks, and approvals ü See how to use the search function effectively
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I n this course, you will learn how to navigate the key elements of a workspace, access files and tasks, and customize the workspace to create a personalized and functional environment for your team. 3 - 5 mins Learning objectives: ü Understand the core elements of an Ideagen Huddle workspace ü Explore how to access files, tasks, people, and settings ü Discover how to customize the workspace header and embed content ü See how to track workspace activity using filters and different display formats
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In this course, we'll show you the different ways to access support, find answers to your questions, and make the most of Huddle's self-service resources. 3 - 5 mins Learning objectives: ü Explore the in-app Help button and knowledge base for quick answers ü See how to contact the Huddle Support Team, Customer Success Managers, and Account Managers ü Discover self-service training resources, webinars, and user guides
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I n this course, we'll walk through requesting, tracking, and managing approvals for documents and notes in Ideagen Huddle, ensuring files receive the necessary sign-off before being shared. 5 - 10 mins Learning objectives: ü Understand how to request and track approvals for files and notes ü See how to approve or reject documents and provide feedback ü Explore notification settings and version control for approval workflows
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In this course, we'll walk you through navigating Ideagen Huddle, covering dashboard access, workspaces, file management, profile management, and utilizing the Huddle Help section for support. 3 - 5 mins Learning objectives: ü Navigate the Huddle dashboard and access workspaces ü Search for and manage files efficiently ü Use Huddle Help and update personal profile settings
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In this course, we'll guide you through inviting users into a workspace in Ideagen Huddle, covering steps to add new users, assign them to teams, and ensure they have the correct access permissions for effective collaboration. 3 - 5 mins Learning objectives: ü See how to invite users into a Huddle workspace ü Understand the importance of team structure in managing access permissions ü Explore user management options available under the Settings tab
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I n this course, we'll walk through setting up your profile in Ideagen Huddle, covering updating your profile picture, managing personal details, adjusting notification settings, and configuring security preferences. 3 - 5 mins Learning objectives: ü Personalize your Huddle profile with an avatar and contact details ü Manage notification settings, language preferences, and time zones ü Update security settings, including password and two-factor authentication
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In this course, we'll explore how to share files, notify team members, and collaborate effectively using comments and mentions. 3 - 5 mins Learning objectives: ü Share files with individuals or teams using the share function ü Use comments and mentions to notify team members ü Understand how notifications and contributor tracking works within Huddle
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In this course, you will learn how to create, assign, and manage tasks to ensure that project-related activities are efficiently tracked and completed in Ideagen Huddle. 3 - 5 mins Learning objectives: ü Explore how to create and assign tasks ü Understand how to track and manage tasks using filters and custom fields ü Discover how to collaborate on tasks and monitor their completion status
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I n this course, we'll explore viewing content within Ideagen Huddle, covering document previewing, key viewing controls, and navigating additional features like comments, tasks, and version history. 3 - 5 mins Learning objectives: ü Open and view documents in Huddle without downloading them ü Use document controls to print, zoom, search, and go full screen ü Navigate comments, activity history, tasks, and version control