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Getting Started with XPHuddle 

Your Guide to Task, Asset, and Proofing Management Made Just for Creatives & Agencies

Below, we break down the core building blocks of your workspace — clients, teams, users, assets, proofing, and more — through a series of short, guided walkthroughs. Each section is paired with a video to show the feature in action. 

Managing Clients: Keep Your Workspace Organized and Accountable

Clients form the backbone of any collaborative effort — and XPHuddle makes managing them seamless. In this video, you'll learn how to:

Whether you're dealing with a single stakeholder or a network of collaborators, this module ensures everyone has access to the right deliverables at the right time.

📺  Watch: Managing Clients in XPHuddle

  • navigate the Clients section 

  • create new client profiles 

  • manage multiple contact points per client 

Managing Teams: Build and Configure Groups

Teams in XPHuddle are flexible, role-aware, and easy to configure. This walkthrough shows you how to:

📺  Watch: Managing Teams in XPHuddle

  • create teams 

  • define their purpose 

  • assign members 

  • tailor access based on workflows 

  • manage default teams, set archival states, and assign admin privileges — giving you full control over who can do what inside your collaborative environment 

User Control: Roles, Permissions, and Invites Made Easy

This segment covers:

XPHuddle’s member management ensures you always have the right people with the right access — and that onboarding new collaborators takes just a few clicks. 

📺  Watch: User Control in XPHuddle

  • activating or archiving users 

  • configuring roles 

  • dispatching member invites.

Managing Assets: Upload, Organize, and Version Your Files

Assets are central to any creative or project-based workflow. In this detailed overview, see how XPHuddle supports:

You’ll learn how to manage everything from previewing files to downloadable archives — all while keeping your content neatly organized and synced with your project lifecycle. 

📺  Watch: Managing Assets in XPHuddle

  • drag-and-drop uploading 

  • file categorization 

  • proof flagging 

  • seamless version control

Review & Markup (Proofing): Collaborate on Visuals with No Misunderstanding

The proofing workflow in XPHuddle transforms feedback into focused, visual collaboration. This video walks you through how to markup designs, comment directly on creative elements, and share review links with clients. Annotations, approvals, revision histories — it’s all built into the platform so your team can get signoffs faster, with fewer cycles. 

📺  Watch: Review & Markup Tools in XPHuddle 

Managing Projects: Track Workflows, Conversations, and Deliverables in One Place

Projects are where all the moving parts come together in XPHuddle — timelines, tasks, conversations, and deliverables all connected in a single view. In this video, you’ll see how to navigate your project’s action panel, track stages from “Open” to “Complete,” and keep everyone aligned with milestone updates and notifications. You’ll also explore how to view task lists, edit assignments, collaborate in threaded discussions, and manage versioned deliverables — all without leaving your project dashboard.

📺  Watch: Managing Projects in XPHuddle

Dashboard Overview: Your Command Center for Projects and Clients

The dashboard is your mission control inside XPHuddle — giving you a snapshot of every project, client, and team you’re working with. This video walks through how to customize your dashboard layout, filter and search projects, and quickly drill into overdue tasks or team-specific work. You’ll also see how to navigate between workspaces, access key menu items, toggle light/dark mode, and launch new projects directly from the dashboard.

📺  Watch: Dashboard Overview in XPHuddle

Notifications: Stay in the Loop, Effortlessly

Never miss a deadline or update. In this short tour, discover how XPHuddle’s notification center mirrors the convenience of social-style alerts — with email integrations, project-specific links, feedback requests, checklist items, and a persistent inbox to track what matters most. 

📺  Watch: Notifications in XPHuddle 

Search: Find Anything Instantly

XPHuddle’s global search functionality makes it easy to locate tasks, assets, users, clients, and more — no matter where they live in your workspace. 

📺  Watch: Using Search in XPHuddle

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