Huddle™
Workspace Manager | Huddle
Aimed at Workspace Managers of Ideagen Huddle, this curriculum contains all the courses you need to configure Workspace creation, settings and permissions.
Curriculum content
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In this course, you will learn how to expertly manage user privileges, team structures, and access controls to ensure a secure and well-organized workspace in Ideagen Huddle. 5 - 10 mins Learning objectives: ü Understand Workspace settings and how to control user privileges ü See how to structure teams and assign appropriate permissions ü Configure workspace customization and security settings effectively
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I n this course, you will learn how to request files from colleagues, contractors, or external partners, ensuring documents are submitted and stored in the right place using the File Request feature in Ideagen Huddle. 3 - 5 mins Learning objectives: ü Explore how to create and manage file requests ü Understand how to assign file requests to individuals or groups ü See how to track progress and receive files directly into a designated folder
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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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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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I n this course, we'll explore managing workspace settings in Ideagen Huddle, covering user management, workspace customization, and configuring custom task fields to fit your project's specific needs. 5 - 10 mins Learning objectives: ü See how to manage users and their roles within a workspace ü Understand how to customize workspace features for improved usability and security ü Explore how to use custom task fields for better categorization and filtering
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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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In this course, we'll cover how to upload files and folders, set up workspace structures, and apply access permissions in Ideagen Huddle, ensuring your workspace is structured, secure, and ready for collaboration. 4 - 6 mins Learning objectives: ü See how to upload files and create folder structures ü Understand how to configure access permissions for teams and individuals ü Apply and modify access levels for folders and subfolders
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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, you will learn how to navigate the People area, manage user access, and configure workspace settings to ensure effective collaboration in Ideagen Huddle. 3 - 5 mins Learning objectives: ü Explore the People area to view and manage users ü Add new users to a workspace and assign them to teams ü Understand key settings that control workspace management
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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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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, we'll guide you through organizing files and folders in Ideagen Huddle, covering structuring folders, moving files, copying content, and managing deletions effectively. 5 - 10 mins Learning objectives: ü Organize folder structures and customize file views ü Move and copy files within and across workspaces ü Manage file deletions and understand access implications
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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