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
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navigate the Clients section
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create new client profiles
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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
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create teams
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define their purpose
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assign members
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tailor access based on workflows
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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
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activating or archiving users
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configuring roles
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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
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drag-and-drop uploading
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file categorization
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proof flagging
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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
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