ipad app guide - huddle ios app guide.pdf · there are a few items that you can create in huddle...
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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)