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

• Print

• Email

• 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