Brainstorming Templates

Templates

1:1 Meeting 1:1 meetings guide you to better conversations and outcomes. 4 L’s Retrospective 4 L’s is a quick retrospective that helps teams find what they liked, learned, lacked, and longed for on a topic or project. 5 Why’s 5 Whys is an effective brainstorming tool that helps identify problems and gets to the root…

Integrations

Integrations

Integrations allow you to connect, integrate, and utilize third-party applications with HuddleIQ. Opening “Integrations” provides you with a searchable list of integrations to connect or disconnect. Access your Dropbox files by connecting to HuddleIQ. Access your Google Drive files by connecting to HuddleIQ. Access your Microsoft OneDrive files by connecting to HuddleIQ. Receive notifications via Microsoft Teams by connecting…

Manage a Board

Using the Dashboard

Click a project or the My Boards view to see all the associated boards. To manage a board, click either the horizontal three-dot icon in the list view or the vertical three-dot icon in the grid view to see a list of options applicable to you that will range from the below items. Note, you will have access to…

Manage a Project

Using the Dashboard

Learn to manage existing and newly created private or shared projects in this article. If the icon next to “Private Projects” or “Shared Projects” is a right arrowhead, click it to expand to view its contents. Next to each project is a three-dot menu, and depending on your project permissions and whether it is a private or shared project, the…

Create a Project

Using the Dashboard

Projects allow you to group boards in any manner that suits you. Some common examples of grouping are: A project A major task A team A department To get started, click the “+ New Project” button in the dashboard. To create a private project, simply enter a name and click create; else, select “Shared” for…

Administration

Using the Dashboard

The administration section is only available to administrators and accessible from the Dashboard, comprising of the following areas: Organization ProfileManage your organization’s name and profile image. MembersControl all aspects of members and guests in the organization. SubscriptionDisplays details of your current subscription and allows you to change any part of it. BillingOnly shown if the organization is on a paid plan,…

Invites Sent

Using the Dashboard

This area displays all the invites you have sent to others and allows you to manage those invites. Quickly search for invites by their name. See all invites When toggled on, it displays every invite sent to boards within the projects where the operator Manage Any Invite permission, regardless of the member who sent it. Note: Only available to those who have…

Delete a Member or Guest

Administrators

Deleting a member or guest can be as simple as clicking the delete icon in the member and guest list and confirming the action. If the member or guest being deleted is the owner of any assets, such as boards, private projects, templates, uploaded files, etc., you will be first required to reassign ownership of…

Import Members and Guests

Administrators

Accessible from the Dashboard -> Administration -> Members & Guests The import members and guest feature allows you to bulk add or bulk edit members and guests in the organization. Supported file formats are Text or CSV. The import file must contain a header line of: FirstName, LastName, EmailAddress, MaySetAvatar, Licensed, Type, Administrator Only “Yes” or…

Add a Member or Guest

Administrators

Accessible from the Dashboard -> Administration -> Members & Guests Adding a new member or guest to your organization is a straightforward process where you enter the following details: First Name Last Name (optional) Email Address Whether they are a Member or a Guest When a new member or guest is added and licensed, they will…