a deep dive into profiles, status, and pm
DESCRIPTION
Chris Nuzum and Jordan Frank, Traction Software. Traction User Group, Oct 14 2010, Newport RI. TUG 2010 Newport slides, agenda and more see www.TractionSoftware.comTRANSCRIPT
A Deep Dive into Profiles, Status, and PM
Traction User Group 2010
Jordan Frank & Chris Nuzum
2
Foundation: Entry Type
• New SDK mechanism for combining data and
presentation
• TeamPage 5 adds entry types for Profiles, Status
Updates, Tasks, Milestones, and Projects
• Extensible; add more types with SDK
• Indexed—quick to retrieve
• Can be filtered in feeds and activity views
• Can be included in the Attivio search Type facet
Profiles
2:10 PM – 3:00 PM
Setup
5
Set a Default Profile Space
• Profiles can be posted to any space
• None selected is OK, but awkward for Profiles
• General Profile Space should (at least) allow Everyone to read, author, edit own, publish
own
• Consider dedicated space for Profiles (cleaner tag cloud, search, and so on) vs. mixing
Profiles with default “status” space and company-wide info.
• People vs. “Company” vs. “Forum”
6
Profile Space Permissions
• Minimum permissions
pictured here
• Edit would let anyone edit
anyone else’s profile
• If you restrict to edit own,
administrators should not
post profiles for other users
7
Customizing the Profile Form
• Plug-in override to Profile Form
• Map read-only fields to AD
• Add custom fields to the profile
• form
• view
• search
• Deeper exploration in SDK
track
8
Designate a Specific Profile Space for Specific People
• In Personal Setup >
Personal Info you can
override the profile
space for an account
Filling in Profile
10
Setup Assistant
• The setup assistant invites people to fill in their profile form and
upload an avatar image.
11
Profile Entries
• Posted in the designated
profile space
• TractionID associated
with the account
• Show avatar in most
views
• Lead you to the person’s
profile page
12
Profile Page
Following
14
How to Follow
• From profile
• From mini profile card
whenever you see
someone’s name
15
Filtering by Follow
16
Filtering by Follow
17
Follow in activity stream (no un-follow)
18
Follow vs. Alert
• Follow is a filter, a signal, and a contact list in the
Outlook Social Connector.
• Alert is notification and a signal.
Profile SpaceDashboard
20
Profile Space Dashboard Considerations
• Welcome is helpful
• Parse lists of people
by tag, e.g. “Runners”
• Show new profiles
• Show edited profiles
• Remove Dashboard,
just show activity
Access
22
Access Address Book Governs Lookups
• People without Access
Address Book
permission can’t
complete on profile
information like email
addresses.
23
Profile Article Permissions
• Read published/draft
for profile article
content govern access
to the profile article
and fields stored
within it.config/data/forms/profile.sdl
24
Sharing Controls on Profile Form
• Give additional control
over who with read
permission can see
your profile
information displayed
on your profile page.
Your ProfileDashboard
26
Profile Dashboard Tab
• By default, shows server
default sections
• Override with your own
sections
• Use for expanded
“About Me”, things
you’re interested in, “My
Bookmarks”, etc.
• Show a collection
Search
28
• Basic search
• Searches profile entry fields only, not name, title, etc.
• Attivio Search
• Searches all profile fields, including those from
external sources
• Currently must edit and save profile to cause changes
to fields from AD/LDAP to update
Searching Profiles
Status Updates
3:00 PM – 3:45 PM
Setup
31
Designate a Default Status Space
Use
33
Post Status From
• Server, space, or profile status tab
• Pop-up status window
• Profile menu
34
Top-Level Status Tab
• Uses default status space, if defined in Server
Setup
• If not defined, people will need to choose a space
every time they visit the status tab
• The default status space should be open for
everyone to read and author
35
Status Updates Appear
• Status tab
• Status window
• Mini profile window
• Activity feed, unless filtered out
• Top of profile page under your name
• Search results
• Digest
• Email notifications
36
Commenting on Status
• Comment via reply link on
status tab
• Comment via inline
comment in article view
• Comment via email reply
• Comments on status
updates are posted as
status update entry type
• Comment to a different
space using space selector
37
Tagging
• TeamPage supports tagging via
• #tag syntax—Twitter-style hash tags
• Create the label automatically if not used and
permission allowed
• :tag syntax
• Ignored if not matched
• +:tag create the tag, same as #tag
38
Editing Status Posts
• Click on the post time to get to single entry view
• All article tools work, e.g. edit, tag, collect,
comment, erase.
Project Management
3:45 PM – 4:45 PM
Setup
41
Activating PM in the 5.1 Pre-Release
• In the current 5.1
preview, access to PM
features is granted to
groups by configuring the
PM Prototype plug-in
• You must also specify a
user whose permissions
will be used for importing
data into the database
42
Assign Space Members
• You can use a
permissions group to
designate the
members of a space
• Smaller set of people
makes assignment
faster
• Members listed on
space dashboard
Model
Tasks
45
• Can be assigned to zero or more people
• Status indicated by To Do and Done tags
• Priority indicated by P1, P2, P3, P4 tags
• Additional tags indicate detailed status, e.g. New, Open, Unreproducible, Cancelled
• Estimate indicates how much time expected, in days
• Duration indicates how much time spent so far
Milestones
49
• Date is optional
• Tasks tied to the milestone inherit the the Milestone’s date by default
• If a task has its own date, the task’s date overrides the milestone’s date
• Status indicated by To Do and Done tags
• Milestones marked Done are hidden
Milestones
Projects
51
• Can have Owners and Members
• Status indicated by To Do and Done tags
• Projects marked Done are hidden
• Can have shared documents, discussion
Projects
Space
Demonstration