How can we help you?
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Getting Started
- What is HuddleIQ?
- Creating an Account
- Members, Guests, and Visitors - Differences
- Your Profile
- What is a Board?
- What is the DashBoard?
- What is a Project?
- What is a Member?
- Becoming a Member or a Guest
- Notifications
- Task List
- What is a Visitor?
- What is an Invitation?
- Board Roles and Permissions
- Project Roles, Permissions, and Settings
- Free Forever Plan
- Providing Feedback
- Getting Help
- What's New
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Using the Dashboard
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Using the Board
- Alignment Aid
- Attendee's List
- Board History
- Borderless Video
- Changing the Background
- Changing the Object Shape
- Collaborator's Cursors
- Exiting a Board
- Export Embed Code
- Full Screen
- Import and Export
- Keyboard and Mouse Shortcuts
- Linking Objects
- Object Defaults
- Pasting on the Board
- Saving a Board
- Selecting Multiple Objects
- Selection and Panning
- Selection versus Edit Mode
- Settings & Integrations
- The Toolbars
- Track and Aid
- Undo and Redo
- Using the Board Map
- Zooming
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Board Tools
- Align and Arrange Objects
- Cards
- Chat
- Checklists
- Comments
- Comments List
- Container
- Creating Your Own Templates
- Custom Colors
- Documents and Presentation
- Embed iFrame or URL
- Eraser
- Export the Board
- Lists with Indents
- Library
- Lines and Arrows
- Objects
- Pen and Highlighter
- Polls
- Votes
- Presentation Mode
- Resources
- Shapes
- Images as Backgrounds
- Slides
- Sticky Notes
- Task Timer
- Templates
- Title
- Video and Screen Conferencing
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Templates
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Integrations
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Administrators
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Dashboard Video Tutorials
- Dashboard Basics: An Introductory Guide - Video
- Members, Guests and Visitors Differences - Video
- Managing Members & Guests - Video
- Exploring Projects, Boards & Dashboard - Video
- Private vs. Shared Projects A Comparison - Video
- Creating a Board A Simple Guide - Video
- Mastering 'My Boards' - Video
- Managing Board Operations Duplication, Moving, Renaming, Deletion - Video
- Board Information How to Get More - Video
- Profile Management Tips - Video
- Providing Feedback A How-To - Video
- Staying Updated Viewing New Features - Video
- Role of Administrators in HuddleIQ - Video
- Optimizing Your Organizational Profile - Video
- Subscription Management - Video
- Billing Management - Video
- Slack Integration: A Guide - Video
- Google Drive Integration: A Guide - Video
- Getting Help Resources & Tips - Video
- Recycle Bin A Comprehensive Guide - Video
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Board Video Tutorials
Creating Your Own Templates
On top of the 100+ ready-made templates that HuddleIQ provides, you can create your own customized templates.
Take an existing ready-made template, modify it to your liking, or create a new template from scratch using powerful board tools such as the container.
Access your custom-made templates from the templates section of resources or when you create a new board. The “Private” section will list templates you elect not to share; otherwise, they, along with other members’ shared templates, will be found in the “Shared” section.
When invoked, your board’s current content is used to create or update an existing template. Your template will remain private unless you select one or more of the sharing options.
Update an Existing Template
Choose an existing template to update. If not selected, a new template will be created.
Whole Board or Selected Objects
Choose to create the template from the whole board or only the objects selected on the board.
Upload
Add or change an image preview for the template.
Enter a Name
Enter or update the name of your template.
Enter a Description
Enter or update the description of your template.
Shared with the organization
Share this template with every member of your organization.
Shared with selected projects
Share this template with projects I select.
Shared with visitors
Share this template with any visitor.
Applies To: Board Hosts, Board Facilitators, Board Editors
Plan Availability: Free*, Standard, Premium