Download - iPad App Guide - Huddle iOS App Guide.pdf · There are a few items that you can create in Huddle while using the iPad app. These include folders and notes. You can also take a photo

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IconforUSGovVersionofiOSApp

IconforcommercialiOSapp

HuddleiPadAppGuideUsingtheiPadappasanalternativetotheHuddlewebapplicationThisguideprovidesinformationonthefunctionalitythatisavailableontheHuddleiPadappandhowtouseit.

ManypeoplesimplyusetheHuddleiPadappwhentheyareonthegotoviewfiles,butanincreasingnumberofusersnowprefertousetheiriPadastheirprimarywayofworking.ThisguidewillalsohelpthoseHuddleusersunderstandwhatcapabilitiesexistontheiriPadappandwhatactionscanonlybedonebyloggingontoHuddleviaawebbrowser.

RememberthattherearetwoversionsoftheHuddleiOSapp,oneforcommercialclientsandanotherfortheUSPublicSector.WhensearchingfortheUSGovversionoftheapplicationintheappstore,search“HuddleUSGov”(it’sthegreyicon)tolocatethegov.version.

ContentsKey...........................................................................................................................................................1

Activity....................................................................................................................................................2

Search......................................................................................................................................................2

Notifications............................................................................................................................................3

Files.........................................................................................................................................................4

ViewingaFile......................................................................................................................................5

EditingaFile........................................................................................................................................7

Creatingcontent....................................................................................................................................10

CreatingaNewNote.........................................................................................................................10

Tasks......................................................................................................................................................12

Settings..................................................................................................................................................14

KeyThesesymbolsshowwhenthereisakeydifferencebetweenusingaHuddlefeatureinawebbrowserandusingtheHuddleiPadapp.

ThissymbolwillhighlightwhensomeHuddleactionscanonlybedoneonthewebapplicationandnotontheiPadapp.

ThissymbolwillhighlightwhensomeHuddleactionscanonlybedoneontheHuddleiPadappandwhentherearefeaturesthatarepresenteddifferentlyfromtheHuddlewebapplication.

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ActivityTheActivityfeedonyouriPadappwilldisplaythesameinformationthatappearsontheActivityfeedonyourDashboardpageinthebrowser.Thisisalistofactionsthathavehappenedacrossalltheworkspacesthatyouareamemberof.

Byclickingoneachactionyouwillseetheitemopeninthemainpanel.

SearchJustaswhenusingHuddleinthewebapplicationyoucansearchacrossyourworkspacesforafile.

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NotificationsNotificationsonyouriPadappwillshowanythingthatyouhavebeennotifiedofacrossyourHuddleworkspaces.Thiscorrelateswithnotificationsthatyoureceiveoveremailandalsointhe“NotificationsCenter”ofthebrowser/webappversionofHuddle.

ThenotificationsonyouriPadappwillshowwhohasnotifiedyou,whatofandwhen.Byselectinganotificationyouwillseetheitemopeninthemainpanel.

Unreadnotificationsontheappareindicatedbyadarkergreycoloration.

Notificationsare‘markedasread’asyouclickonagivennotification.YoureceiveanotificationfromHuddleforactionssuchascomments,approvals,shares,etc.thatinvolveyouoryourteaminaworkspace.

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FilesThefilesareaofyourappwillgivetheoptiontoeitherbrowsebyworkspaceandnavigatethroughthefolderstructuresorusethesectionsatthetopofthelistwhichwilldirectyoustraighttothefilesthatyoumayfinduseful.Thesesectionsare:

• Suggested:Filesthatyouhavebeennotifiedaboutorthatyoumayhavepreviouslyinteractedwith

• Recent:Filesthatyouhaveviewed,edited,orcommentedonrecently• NeedsApproval:Filesthathavebeenassignedforyoutoapprove• Bookmarks:Filesthatyouhaveselectedtobebookmarkedwhileontheweb.

Bookmarkedfilesareavailableoffline• DraftNotes:Simpletexteditorformakingpersonalnotes,youcansavetoworkspacesto

share.

SomeofthesectionsathetopofthefilestabareuniquetotheiPadappandarenotavailableonthewebaplication.Forthesesectionstomaintaininformationtheappneedstobesignedin.WhenyousignintotheHuddleappandareconnectedtotheinternet,thesesectionswillupdateautomatically.

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ViewingaFileFromthepanelontheleftyoucannavigatetoafileyouwishtoview.Youwillseesomemetadata,forexampletheversionnumber,atthetopandthefilepreviewjustasyoucanwhenusingtheHuddlewebapplication.

TheotherfileactionsthatyoucanachievewiththeiPadappinclude:

• Previewthefile• Viewcomments• Addacommentand@mentionaworkspacememberorteaminthecomment• Viewwhohasbeenassignedtoapprovethefile,andwhethertheyhavedoneitornot• Approvethefile(ifyouareassignedtodoso)• Viewthefileinfullscreen• Openthefileinanotherapplication(forviewingorediting)• Edit/annotateaPDFfilewithintheapp(ifyouhaveeditorrightsinthegivenworkspace)• Sharethefilewithworkspacemembersandaddamessagetothenotification• Lockthedocument• Getashareablelinktothefile• Addafiletoyourlistofbookmarks• Deletethefile(ifyouhavepermissiontodoso)

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NotethatinordertopreviewthefiletheHuddleappusesthenativeApplefilepreviewer.ThepreviewintheHuddlewebapplicationisHuddle’sownpreviewer.

ItisnecessarytobeusingtheHuddlewebapplicationinordertodothefollowingfileactions:

• Moveorcopyafile• Acesstheactivityorversionhistoryofafile• Uploadfilesinbulk• Assignpeopletoapproveafile• Editaccessrightstoafolder

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EditingaFileItispossibletoeditafileontheiPadbyopeningafilefromHuddleinanotherapplication.NotethatapplicationsonyouriPadusedforeditingcontentmayfunctionslightlydifferentlyfromoneanother.

ToeditafileselectitontheiPadappandthenselecttoopenitinanotherapplication:

BasedonwhatapplicationsyouhavedownloadedtoyouriPad,youwillseedifferentoptionsinthispanel.InthiscasethefileisgoingtobeopenedwiththePagesapp.Thefilewillopenintheselectedapplicationwhereyoucaneditorannotateit(dependingonwhatthatapplicationallowsyoutodo!).

WhenyouarereadytosaveyourfilebacktoHuddleasanewversionthenusetheopeninbutton(itmaylookdifferentineachapplication)andselectthe‘Share’or‘OpeninAnotherApp’button.

ClickontheHuddleiconfromyourlistofavailableapps:

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TheHuddleappwillaskyouwhichworkspaceyouwishtosavethefilebacktoandwhereinthefolderstructure.Locatethefile,selectit,andanoptionwillappeartosaveyournewversionbackintoHuddle.Ifyousavethefilebackintoanotherworkspaceorfolderthenyouwillbeuploadingaseparatefilealtogether,butthesecondcopywillhaveyournewchanges.

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ThefilewillbeupdatedinHuddleandwillshowthatyouhaveupdatedanewversion.

Ingeneral,whenviewingandeditingfilesontheiPadappyoumayfindthattheformattingofyourfilesisnotmaintainedandsoyoumayfinditeasiertoeditfilesonacomputer.ThequalityofthepreviewwillvarydependingonwhatiPadapplicationsyouusetoviewandedityourfiles.IfyouareeditingaWorddocument,thenyouwillfindthatPagesworksfairlywellbutitcannotdisplaysomefontsandformatting.TheMSOfficeappsforiPadwillnotdothisbutwilllimityourabilitytosavethefilebacktoHuddle(oranyotherapplication).

WhileviewingaPDFDocumentintheiOSapp(andassumingyouhavetheappropriatepermissionleveltoeditthatdocument),youwillnoticethatyoucanclickonthepencilicontoedityourfilewithouteverleavingtheapp.Youhaveoptionstoinsertcommentboxes,freehandtext,highlight,andmore.TheannotationsaresavedbacktoHuddleasanewversionofthefile.

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CreatingcontentThereareafewitemsthatyoucancreateinHuddlewhileusingtheiPadapp.Theseincludefoldersandnotes.YoucanalsotakeaphotooruploadaphotousingtheChoosePhotooption.

Ifyouwouldliketouploadavideo:

1. GofirsttothevideoonyouriPad2. Clicktheshareicon3. SelectHuddle4. Specifytheworkspace/folderyouwouldlikethefileaddedto

UsetheHuddlewebapplicationtocreatenewworkspacesandmoreeasilyuploadfilesinbulk.

CreatingaNewNoteNotesareagreatwaytosendmessagestoworkspacemembersandshareinformationthatdoesnotneedtobeformattedasadocument.Youcanstartadiscussioninyourworkspacebycreatinganoteandaskingpeopletocommentunderneath(justasyoucanwithafile).

Simplyselectthe‘+’buttonandthen‘NewNote’.Makesureyournotehasatitleandaddthebodyofthenotebeforesaving.Yournotewillbesavedintheworkspaceandfolderthatyouwereinwhen

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youoptedtoaddanewnote.Oncesavedyoucancommentandsharejustasyoucanforanotherfile.

YoumaywishtouseaHuddlenoteonyouriPadandkeepitasadrafttosaveintoaworkspacelater.Simplystartyournoteasabovebutinsteadofsavingit,select‘Cancel’andthen‘SaveasDraft’.

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Yournotewillbesavedinanewsectioncalled‘DraftNotes’onyourFilespage.

IfyousignoutoftheHuddleappthenyourdaftnoteswillnotbesaved.Ifyoustaysignedinthenyoucanreturntoyourdraftnotesandcontinuetoeditthem.Todeleteadraft,swipetotheleftonthenoteinthedraftssectionandanoptiontodeleteitwillappear.

TasksWhentravellingyoumayneedtoquicklyadd,updateorviewtasksinHuddle.TheTaskssectionwillshowyoualltasksyou’vebeenassignedorthatyouhavecreatedfromacrossyourworkspaces,butyoucanchangethefilteringoptionsbyclickingthedownarrowtoaltertheview.

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Ifyouhavepermissiontoedittasks(i.e.youaretheworkspacemanagerorthecreatorofthetask)thenyoucanaddorchangetheassigneesandeditthestartandduedates.Ifthetaskisassignedtoyouitwillbepossibletochangethestatusofthetaskfrom‘notstarted’to‘inprogress’to‘complete’.Thisstatusisindicatedinthegrey,yellow,orgreenicons.Ifyouareinvolvedinthetasksitisalsopossibletoaddacomment.

Toaddataskdescription(toanexistingtask),youwillneedtousethewebapplication.CustomtaskfieldsarealsonotcompatiblewiththeiPadapp–toview,editorfilterbytheseitisnecessarytousetheHuddlewebapplicationinabrowser.

Tocreateataskselectthe‘+’buttonintheTaskssectionandaddyourtaskname,startandduedates,whichworkspaceyouwouldlikethetasktoshowin,andtheassignees.

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SettingsThesettingsareainHuddledifferssignificantlyfromtheSettingstabintheworkspace.Itallowsyoutoadjustthelocalstorageandsyncsettings.

UsetheHuddlewebapplicationtodoanyofthefollowing:

• Changeaworkspacetitleanddescription• Adjustuserprivileges(e.g.whocancreatefoldersinaworkspace)• Invitepeopletoaworkspace• Createteamsoreditthetitlesofteams• Assignuserstoteams• Makeauseraworkspacemanager• Removeusersfromaworkspaceortheaccount• Adjustthefeaturetabsthatshowinaworkspace(notrelevantfortheiPadapp)• Createoreditcustomtaskfields• AccesstheAccountSettingsorCompanypages(ifyouareaHuddleadministrator)