Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a...

29
Idea Management Training -- User Dec, 2019

Transcript of Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a...

Page 1: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Management Training-- UserDec, 2019

Page 2: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Objectives

User Account Setup

Subscriptions

Idea Submission Guidelines

Idea Submitter Use Cases

Key Links and Support Documents

2

Page 3: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Exchange - User Account Setup

3

Page 4: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Micro Focus Software Communities

Registration lets you take full advantage of the community, enabling you to:

Post new messages and reply to other members' posts

Post Ideas

Receive email when someone responds to a specific post or topic

Exchange private messages with other members

Personalize your community experience

Give votes

https://community.microfocus.com/

4

Page 5: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Micro Focus Software Communities Registration

Registration takes only a minute; all you need is an Access Manager account. If you do not have an Access Manager account, you will need your email address, a login name, a password, and answers for a few typical security questions.

To register:

Click "REGISTER" in the blue banner on the home page and fill out the short form

5

https://community.microfocus.com/

Page 6: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Community & Access Manager Registration

Complete a short registration form for the community (this will be your Access Manager account). You will need your email address, a login name, a password, and answers for a few typical security questions.

6

Page 7: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Micro Focus Software Communities Sign In

• Click “Sign In" In the gray bar across any page

• Enter your Screen name and Password

• Click “Sign In"

7

https://community.microfocus.com/

Page 8: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Notification Setup

8

2) Click avatar

3) Click My Subscriptions

4) Adjust settings

1) Per forum, Options link, click Subscribe

Page 9: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Subscriptions

9

Page 10: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

How do I Use Subscriptions?

• Subscriptions let you get email updates whenever new content appears in an area of the community that you're interested in.

• You can subscribe to a board, a blog article, or any other location in the community.

• You can also subscribe to a specific post.

10

Page 11: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Subscribe to a Location

First, log in to the community

To subscribe to a location, such as a discussion board or a blog, click [Forum, Blog] Options > Subscribe

Subscribe to a User Discussion, Blog or Idea

11

Page 12: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Subscribe to a Specific Post or Blog Article

First, log in to the community

To subscribe to a specific post or blog article, go to the post or article and click [Post, Article] Options > Subscribe

12

Page 13: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

To View and Manage your Subscriptions

To view and manage your subscriptions:

Sign in to your Community account

Go to your profile page by clicking your avatar

Go to My Subscriptions in the drop down list

13

Go to My Community > My Subscriptions

Page 14: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

View and Manage your Subscriptions

On the page that opens, you will see a list of the items to which you are subscribed

• You can click a subscription to go to the item

• To delete a subscription, click the check box for the subscription and click dots for drop down list of options > Delete Selected Subscriptions.

14

Page 15: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

View and Manage your Subscription Notifications

15

On the My Subscriptions pageSelect Notification Settings

On the Notifications page, you can customize your email notifications.

To receive a daily summary of all items you have subscribe to:Scroll to Email NotificationsAnd select “in a daily digest” from the drop down list

Page 16: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Email Notifications – Daily Digest

Once you have set up your Daily Digest, you will receive ONE email daily with a summary of all your subscriptions

16

Page 17: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Submission Guidelines

17

Page 18: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Submission Guidelines

Search the community before submitting a new idea. Don't waste your time writing something up that has already been submitted or already has an answer.

Draft your idea. To help the everyone else in the community really understand what you’re suggesting, try to put the idea in the form of user stories and be sure to include your rationale and your perspective of value. The more we know about your idea – who it’s for, what the motivation is, and what the actual item is, the more accurate we’ll be when it comes time to prioritize and size it.

Enter your idea in the template below:

- Brief Description

- Briefly describe your idea

- Benefits / Value

- Explain why is this important? (When used, by which role, and benefits / value)

- Design details

- Explain how would you like this idea designed / implemented

And finally, don’t forget to fulfill your civic duty and VOTE for those items you like and agree with by giving the idea a Like / Vote / Kudos.

18

Submission Guidelines

Page 19: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Submitter Use Cases

19

Page 20: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Submitter Use Cases

View, vote, filter, idea detail, comment

Search idea

Create idea

Check idea status

Subscription

Report on all ideas:

- Submitted by themselves

- Ideas followed/voted

20

Page 21: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

View and Vote

21

Vote

Idea status

Page 22: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

View: Filtered

22

Filter by label

Filter by Tags

Filter by status

Return to full list

Page 23: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Detail

23

Best practice submission:

Description, Why, Solution (optional)

Labels pre-defined by PM

Tags added by Idea Submitter

Page 24: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Idea Comments

24

Previous comments

New comment

Subscribe

Page 25: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Search, Create Idea

25

Proactively searches for duplicates

Tip: on create, right click to open in new tab (otherwise it changes Idea subject to match). The proactive search result navigates to the matching idea from the global search

Pick labels

Add tags

Page 26: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Report – Ideas Submitted by User self

26

Once you are on your profile

page, scroll down to “Latest posts by…”

To download a csv file with detail about each Idea, select

EXPORT IDEAS

Tip: to see all company Ideas, ‘like’ each one or create a generic account for logging Ideas

Page 27: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Report – Export Idea Report Example

27

The exported csv file can easily be filtered by “status”, “posted time” “votes” and etc.

Page 28: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

Report – Ideas Followed/Voted

28

Once you are on your profile page, on the right side, select Likes Given to.

Next select “Likes Given to Posts” and you will see this:

Page 29: Idea Management (Lithium)€¦ · Subscribe to a User Discussion, Blog or Idea 11. Subscribe to a Specific Post or Blog Article First, log in to the community To subscribe to a specific

29