TeamPage Beginner to Jedi, Jordan Frank
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Transcript of TeamPage Beginner to Jedi, Jordan Frank
From Beginner to Jedi
A short trip from adding your first article to mastering the art of linking, tagging, and
organizing sections to reach collaborative advantage.
Traction User Group 2010
Jordan Frank
2
Training Module 1
• At its heart: “collaborative
hypertext journaling system”
• In Simpler Terms: a killer
combination of blog, wiki,
discussion, project
management, document
management, tagging,
notification, and search
• Even Simpler? E2.0 in a
Box
What?is
TeamPageXX
Training Module 1Why? and What?
4
Training Module 1
• Experience one Model
for New User Training
• Dive Deep on Power
User and Skills for
Managing Spaces
• Share Ideas on
Training
Why?are we here
5
Training Module 1
Advice from Chef
Walter Potenza:
Risotto is not rice, it
is a process.Why?are your
users here
6
Training Module 1
• Collective Intelligence
Community
• Glossary
• BD Opportunity
Management
• IT Project Management
• Departmental
Knowledge
• Make it your own!
What?is
TeamPage
Training Module 2Basic Skills
8
Training Module 2
• Login
• Navigate & Search
• Post
• What Happened?
• Comment
How?do we get
started
9
Login
• Get Traction:
• http://........com
• Click to Sign In?
• Credentials?
• Encode?
• Remember me?
10
Navigate - Offices are Intimidating
• Most offices look the
same
• HR, Sales, Ops...
• They can be explored
and understood
• But the action is not
observable
11
Navigate - Playgrounds are inviting
• After login, the first skill is
exploring - to find value,
to gain a sense of place,
to witness the “why”
• Playgrounds offer
structure, but lack rules
• Kids learn from
eachother’s play
• Exploring should be fun
12
Navigate - TeamPage Playground
• Dashboard
• Status
• Activity Feed
• Tag Cloud
• Space Cloud and Index
• Search
• Profiles
Status View Spans Spaces, filters to “Following”
Feed View Infinite Scroll,Expand/Contract to Read
More
Tag Cloud Roll UpSurf by Date, Click In
Tag Feed
Tasks FeedClick to Milestones, Projects
Server level Documents Tab
•Free text search
•AND by default
•Searches articles and comments
•Just click Search to get Advanced form
•Search by title, body, author(s), space(s), tag(s)
Basic Search
Attivio Search
• Free text search
• OR by default
• Searches articles,
comments,
attachments, share
folders
• Rank (default), newest
/ oldest first
• Entity extraction and
faceted navigation
Spaces DialogAll, Favorites, Directory
Spaces DirectoryAll with Descriptions, Cloud
Traction Software, Inc. Confidential - Do Not Distribute
Click author for micro-profile
Profile - Activity Feed
Profile - Set Up Your Ownsetup assistant offers tips
Feel Lost? Go Homeor lookup Spaces and People
27
Post: Put a Toe in the Water
• The simplest thing you
can do?
28
Post: Put a Toe in the Water
+• The simplest thing you
can do: just hit +• Do it for a reason. Its a
process!
29
Create New Article
• Navigate to a Space
• Click + on a Section
• It’s Just Like Email:
• Title
• Tag? Cool!
• Body
• Write a sweet first paragraph!
• Images
• Attachments
• Save for later, or post now
30
Impact - What Happens?
• You posted!! Article
appears in sections:
• Newspage Sections
• Front Page Sections
• Activity Feed View
• RSS Feed
• Email Newsletter
• Instant Email / Jabber
31
Click Through to Comment
• Article level comment
• In-line comment
• Stack or Nest
• Most rich text controls
available in-line, or
• pop-up for all “article”
functions, e.g. adding
attachments
• Comment across spaces
32
Training Module 3
• Other ways to +• Edit
• Link
• Tag
• Export
FUN!What’s next?
33
Post: E-Mail
• Server level e-mail box
• In Subject Line:
• :TAG
• @SPACE
• In the body
• Text, Images
• Attachments OK too
34
Voila: Resulting Article from E-Mail
• E-Mail arrived in the
Exec space.
• @space (exec) was
removed
• :Tag (meeting) was
removed and applied
• Links resolved
• Attachment appears
35
Post: Traction Instant Publisher V3
• .NET Client Installs from
Account Settings
• Screen shots
• Drag attachments
• Publish selection (and
attach file) from Office
and IE
• Outlook Social
Connector Integration
36
Edit!
• Click edit button in right column or
on roll-over / context menu
• Pulls content into the same “New
Article” form
• Change content
• Change labels (better done with
the Change Label in Article view)
• Add /remove files (but not update a
new version of an attachment -
that’s done per attachment at the
bottom of the article)
• Describe Changes - shows in Edit
History
37
Edit History
• History shows history
of edits, tag changes,
moderation actions
(publish/draft/reject),
page name history, and
much more
• Compare any two
versions
• Revert to any version
38
Link
• Link to External URL
• Link to an Article or
Attachment
• Link to a Named Page
• Link to Shared File or
Folder
• Link to a View
39
Link to an Article: GUI or Traction ID
• In GUI - Article
Section. Lookup by
title or Traction ID
• In Text - Just type
Traction ID into the
body text:
PharmaReview71
40
Link to a Named Page: GUI or [[Name]]
• Some Articles have a
“Page Name”
• Use the Link GUI or
• Use Wiki Markup in
body text:
• [[Wombat Trials for
BetaZoan Molecule]]
41
Tag!
• Information gets
better with Tagging
• Tag at article level or
in-line
• Interactive wild-card
lookup
• Tag across Spaces
42
Export: Print, Email, PDF or WordML
• Include Links
• Include Comments
• Log Message Content
• Export to PDF or WordML
• TOC
• Reference Appendix
• Want to export a few at a time?
• Collect!
43
Export: Email
• 1 Article or a few at time
(via Collector)
• Include links,
comments, tags -
admins can set defaults
• Log to a Space -
TeamPage makes a
reference trail
• Log message content
(or not) - like a CC to
your team
Jedi TrainingFrom the art of linking to best practices and
the king of all widgets, this training module
teaches strategic skills to power users and
space managers
45
Jedi Masters are Emergineers
• Jedi skills teach you how to
wield the features of
TeamPage
• Emergineering leverages
jedi skills for “social
process reengineering”
• Join raw material to well
managed navigation to
1. expose what’s important
2. and invite participation
in-the-flow.
Emergineering! http://traction.tractionsoftware.com/traction/permalink/Blog1326
46
Raw Material
• Articles
• Tags
• Other Article Metadata
• Links
• Relationships
(Comments, Children, and
More)
• Attachments
• Widgets
• Entry Properties
• Entry Type
Emergineering! http://traction.tractionsoftware.com/traction/permalink/Blog1326
47
Manage Navigation
• Spaces
• Tagging Strategy
• Sections
• Table of Contents
• Links
• Sidebar Article
Emergineering! http://traction.tractionsoftware.com/traction/permalink/Blog1326
48
Spaces: Smash Silos
• Smash Workspace Silos
• “We went from 5 silos in our organization to hundreds in a month after
deploying SharePoint.” - Michael Sampson’s blog.
• See Enterprise 2.0 and Silo Smashing:
http://traction.tractionsoftware.com/traction/permalink/blog1049 \
• Less is (usually) More & Broader is (usually) Better
• Less spaces to learn about = easier training
• More flow per space = more reasons to visit a space
• More people paying attention = more social interactions and
connectivity
• Broader spaces = more durability over time
49
Space Scope: Where to Draw the Line
• Project is an area of interest
• Endocrinology
• Cardiology
• Project is a permissioned space
• Content is private to the Intelligence group
• Content is so mundane, no one would care
50
Tags: Have a Strategy
• Plan for Structure
• See Structuring for Emergence
• At http://traction.tractionsoftware.com/traction/permalink/Blog1130
• But be Flexible
• See The Yin and Yang of Enterprise 2.0, the scruffy-neats, and INNATS
• At http://traction.tractionsoftware.com/traction/permalink/Blog426
51
Tags: Putting it Together
• Content type• Priority• Status• Assignment• Category
Requirement
P2
To Do
Stanley, FCS
Security
This is the Coordinated Collaboration Yin of blog and wiki structure
Assigning Project Team Requirements
52
Sections
• Provide end-user
configurable access to
views
• Defined for Front Page,
Space Newspages,
Profile Pages, Articles, E-
mail Digest, E-Mail
Notifier
• Can be defaulted or taken
from templates
• Interpreted by skins
53
Silo Smashing: When to Use Sections
• Sections focus the reader on what’s important
• Sections encourage contribution
• Be sparing with sections
• “Readers are most interested in Route Changes” When a section is too
long, people only read the top
• Number of sections reduces page view performance
• Be sparing tip:
• Use top level links (in Sections or Table of Contents) to expose deeper
navigation by explicit links to articles which include sections
• Limit number of articles per section
• Use section volume controls
54
Front Page / Newspage Sections
55
Article Sections
56
Section Types
57
• Title
• Type & Style to include
• Date Range
• Filter• Search (uses article text and rapid selector)
• Include (Articles, Comments), Status (Published, Draft)
• Skip is reciprocal
• Display
• Width: Small, Medium, Large
• Proteus: Small = Medium = 1/2. Large = 1.
• Interpreted by skin, affected by order
• Volume: Full, Brief, Snippets, Feed, Details, Title
• Min/Max
• Empty result in time slice pulls Min forward
• Sorting
• Newest, Oldest, Alpha, Rev Alpha, Random
• Most commented, most recent threads
• Display: Title, Details, Labels, Comments, Attachments
• Add Article: New Article, Template, Form
• Advanced
Section Display
58
• See Doc359
• Test RS expressions in Front Page or Space Search,
• use a / then the expression
• If you do this from a space, you are inherently passing a variable scoping the search to the project’s content and tags
• Use Rapid Selector expressions to refine section content in section Filter / Search field
• Search term• termA termB
• c(termA and termB)
• Author• a(userID)
• Label• :labelname
• Two tags on the same paragraph• i(:tagA and :tagB)
Section Search Filters - Rapid Selector
59
Sections: Why to Use “Random” Order
• “Spotlight On” Section
shows 1 of N employee
bio articles
• Random ordering (as
opposed to chron or
alpha) is a great tool
• Offers depth without
filling a page
• Keeps a site “fresh”
60
Sections: Get Naked on Newspages I• Create an article to show
on the newspage:
IntelWiki32
• Section Type: Specific
Articles
• Width: Medium (1/2)
• Volume: Full
• Show Section Title: Never
• Display: Title only
61
Sections: Get Naked on Newspages I• Two “naked” sections
lead off the IntelCollab
IntelWiki space
• Table of Contents also
provides top level
navigation
62
Sections: Get Naked on Newspages II
• www.GlobalRust.org
• Top section shows
not section title and
no article title
63
Table of Contents
• Specify Root Article in
Space Setup | Newspage
- Navlinks Tab
• Will show at top of
Tree
• Will show in Proteus
Wiki tab
• Add “Children” to Root
Articles
64
Children
• Articles can have Children
• Hierarchical Navigation not
necessarily related to
actual links in the article
65
Put it Together: TOC + Sections
• http://www.globalrust.org
• TOC Leads 3 levels
down
• Landing page uses a
Widget and multiple
sections
• People
• Institutions
66
If a Wiki is Like a Quilt
• Traction TeamPage is a
Sewing Machine
• Stitching Articles with:
• Time
• Spaces
• Tags
• Links
• Relationships
67
Why Link with Wiki Page Names?
Linking by Article ID
•Simple:
• Use the GUI or just write the
Traction ID
• PharmaReview71
• Backward
•Non-constraining:
• Titles do not have to be
unique
•Robust:
• Link is bi-directional
• Link to that Article never
breaks
Linking by Page
Name
•Simple:
• Use the GUI or
just write the
Page Name
• [[shoes]]
• Backward or
Forward
•Constraining:
•Ensures unique
Names in a name
space
•Robust:
• Link is bi-
directional
• Link to that
Page Name
never breaks
(but)
68
Page Name Operations
You Can:
• Add
• Change
• Drop
• Add Back
Incoming Name Links:
• Latch automatically
• Change on Rename
• Break on Drop
• Re-Latch on Add
69
Sales EastSales East[[Revenue [[Revenue RecognitioRecognitio
n]]n]]
Linking by Wiki Page Name
• Page names are unique
• Global Name Space
• Name Space in each Space
• Link Within space
• [[Revenue Recognition]]
• Link Across spaces
• [[SalesEast:Revenue Recognition]]
• Global Alias / Link to Specific Article
• [[*:Revenue Recognition]]
• Alias Across Space
• [[Company Car]] in Exec is aliased
to the page [[Corvette]] in HR
GlobalGlobal[[Revenue Recognition]][[Revenue Recognition]]
AccountingAccounting[[Revenue [[Revenue RecognitioRecognitio
n]]n]]
ExecutiveExecutive[[Company [[Company
Car]]Car]]
HRHR[[Corvette][[Corvette]
]]
70
Linking with Rapid Selector
• Rapid Selector is a Seach, Navigation and Linking syntax.
• Use it:
• in the Search box
• /
• on the URL
• company.com/rs/..
• in an article
• [[/....]]
71
Linking with Rapid Selector
• Escape Search box with a / to navigate with RS, and to test your links.
• When linking in an article, escape [[‘s (normally used for Page Name Links) with a /
• [[/link ‘a nice link’ ...]]
• Link to a Space newspage
• [[/link ‘marketing space’ ::marketing np]]
• Link to Issue Tags across all Spaces
• [[/link ‘all issues’ ::*:issue]]
• Link to Bug tags by Space
• [[/link ‘all bugs’ ::productalpha:bug]]
• Scoped by author, tag added
• [[/link ‘To Do Bugs by Jordan’ ::productalpha:todo added i(::productalpha:bug and
::productalpha:todo) a(jfrank)]]
72
Linking with Relationships
• Linking directly by Article or Page Name
• References / is Referenced by
• Examples of Explicit Relationships
• Parent / Child
• Comments on / Commented on by
• Emails / is Emailed by
• Make your own
73
Sidebar Article: Navigation Aid
• Use for key links,
navigation, hints
• Server default,
space over-ride
• Server Setup |
Defaults |Space
Settings - Display
tab
• Space Setup |
Settings - Display
tab
74
Traction Tip: Embed Widget
• Embed is the Mother of all
widgets. iFrame is runner up.
• Allowed for specified Group
(configure in server setup /
plugins)
• Allows code including HTML,
Script and so on.
• Great for “naked” Front Page /
Space Newspage sections
• Drop in embed code from other
sites - Weather.com widget in
this case
75
• Escapes the traditional
formatting rules in
TeamPage
• Easy to drop in content
from other sites
• Security issues can’t
be ignored (i.e. no
parsing of sript tags)
Traction Tip: Embed Widget
76
Traction Tip: Eliminating Comments
• Article vs. Page Style
• Choose Page Style when posting: Does not “show” comment form but it’s still
possible
• Deny Comment Permission (Project Setup / Permissions tab)
• Works if you Deny across all spaces
• Otherwise, users can cross comment
• Moderation Settings (Project Setup)
• Deny “Everyone” group Comment permission in this Project and (Permissions Tab)
• Force comments to this project (Settings/ Editing tab)
77
Traction Tip: Cleaning Up Hairballs
• In Edit Form
• Clean up messy code
• Remove Formatting
• Click into HTML
• Careful with item
numbers
78
Traction Tip: Like a Space? Re-use!
• Copy Once: Add
Space - More
• Copy Many: Manage
Templates - Turn a
Space into a Template
• Copies ACLs,
Sections, other
Settings
79
Traction Tip: Eliminate Blank White Page
• Poor Man’s Forms
• Use any article as a template
• Clicking ADD button on section
will load that article
• Will pick up labels from section
and from source article
• Rich Man’s Forms
• Design your own, install as a
plug-in
• We have a plug-in
• Launch from Section ADD buttons
80
Moderation: When to Use it
• Untrusted Users
• Content Review
• Edit a set of
interconnected
articles. Then test
and publish.
81
Moderation: Published Mode
• Grey (draft) links
disappear
82
Moderation: In Published Mode
• Draft readers see
glimmer of draft
content
• Published readers
can see their own
Drafts
83
Moderation: Relevant Permissions
• Read Own (Pub or
Draft)
• Read Published vs.
Draft
• Read Edit History
• Publish vs. Publish
Own
• Lock Unlock / Edit
Locked