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iPad App Guide - Huddle iOS App Guide.pdf · There are a few items that you can create in Huddle...
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1 Icon for US Gov Version of iOS App Icon for commercial iOS app Huddle iPad App Guide Using the iPad app as an alternative to the Huddle web application This guide provides information on the functionality that is available on the Huddle iPad app and how to use it. Many people simply use the Huddle iPad app when they are on the go to view files, but an increasing number of users now prefer to use their iPad as their primary way of working. This guide will also help those Huddle users understand what capabilities exist on their iPad app and what actions can only be done by logging onto Huddle via a web browser. Remember that there are two versions of the Huddle iOS app, one for commercial clients and another for the US Public Sector. When searching for the US Gov version of the application in the app store, search “Huddle US Gov” (it’s the grey icon) to locate the gov. version. Contents Key ........................................................................................................................................................... 1 Activity .................................................................................................................................................... 2 Search ...................................................................................................................................................... 2 Notifications ............................................................................................................................................ 3 Files ......................................................................................................................................................... 4 Viewing a File ...................................................................................................................................... 5 Editing a File ........................................................................................................................................ 7 Creating content.................................................................................................................................... 10 Creating a New Note ......................................................................................................................... 10 Tasks ...................................................................................................................................................... 12 Settings .................................................................................................................................................. 14 Key These symbols show when there is a key difference between using a Huddle feature in a web browser and using the Huddle iPad app. This symbol will highlight when some Huddle actions can only be done on the web application and not on the iPad app. This symbol will highlight when some Huddle actions can only be done on the Huddle iPad app and when there are features that are presented differently from the Huddle web application.
Transcript of 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)
