seamless user manual - askmewhy · 2020-03-03 · askmewhy ag | industriestrasse 47 | 8152...

Seamless User Manual Seamless 18.2 February 2019

AskMeWhy AG | Industriestrasse 47 | 8152 Glattbrugg | +41 (0)44 390 14 10 | www.askmewhy.ch

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Since our founding in 2012, Microsoft Switzerland has repeatedly awarded us as

«Partner of the Year». We see these awards as a validation of our path and at

the same time, it is an incentive for us to pursue this path with great

commitment.

As a Microsoft Managed Partner in Gold Cloud Productivity and Gold Cloud

Platform competencies, we have successfully assisted over 50,000 users on their

way to the secure and robust Microsoft cloud.

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Document History

Datum Version Bemerkung Name

21.01.2019 0.1 Copied from 18.1 and initial changes Beat Gfeller

About this document

This document is intended for users who work with Seamless.

Table of Content

1 General Description ...................................................................................................................... 1

1.1 Seamless Online and On Premises solution ..................................................................................................... 1

1.2 Main differences between Online and On Premises solution ................................................................... 1

1.3 General Requirements .............................................................................................................................................. 1

1.4 What is Office 365 ...................................................................................................................................................... 1

1.5 What is Seamless ........................................................................................................................................................ 2

1.6 Installation on the device ........................................................................................................................................ 2

1.7 Login ................................................................................................................................................................................ 3

2 Seamless Permissions ................................................................................................................... 4

2.1 SharePoint Groups and Permission Levels used in Seamless .................................................................... 4

2.2 Default SharePoint Permission Levels used in Seamless ............................................................................. 5

3 Seamless Client Interface Overview ........................................................................................... 7

3.1 Seamless Structure ..................................................................................................................................................... 7

3.2 Seamless Overview ..................................................................................................................................................... 9

4 Seamless – Header ...................................................................................................................... 10

4.1 Company logo ........................................................................................................................................................... 10

4.2 Seamless Search ....................................................................................................................................................... 10

4.3 App Launcher ............................................................................................................................................................ 13

4.4 User Profile ................................................................................................................................................................. 13

4.5 User Context .............................................................................................................................................................. 15

5 Seamless Homepage - Body ...................................................................................................... 20

5.1 Seamless Workspace .............................................................................................................................................. 21

5.2 Workspace Information ......................................................................................................................................... 23

5.2.1 Workspace settings detail view .......................................................................................................................... 24

5.2.2 Follow a workspace ................................................................................................................................................. 27

5.2.3 Team ............................................................................................................................................................................. 28

5.3 App Behaviour ........................................................................................................................................................... 29

5.3.1 Create new element ................................................................................................................................................ 29

5.3.2 Deleting elements .................................................................................................................................................... 32

5.4 Documents App ........................................................................................................................................................ 32

5.5 Restricted Documents App .................................................................................................................................. 33

5.6 Tasks App .................................................................................................................................................................... 34

5.7 Appointments App .................................................................................................................................................. 35

5.8 Links App ..................................................................................................................................................................... 36

5.9 Contacts App ............................................................................................................................................................. 37

5.10 Work Breakdown Structure App ........................................................................................................................ 38

6 Known Issues ............................................................................................................................... 40

Seamless Client Guide 18.2 / Januar 2019 1

1 General Description

Seamless is a SharePoint Application (provider add-in) for project collaboration, which is used without

additional plug-ins in the web browser. Seamless combines a coherent set of Office 365 and

SharePoint features for project work.

1.1 Seamless Online and On Premises solution

Whether it's on SharePoint Online from Office 365 or SharePoint On Premises, it's always about storing

and accessing data, programs, and applications over the Internet rather than storing them on your

computer's hard drive or on a server. The On Premises Software Delivery model is installed and

operated on the internal server and computer infrastructure of a company.

1.2 Main differences between Online and On Premises solution

Online:

• Utilizes SharePoint Online, Office Graph and Office 365

• Uses the Graph API for current data per project

• Runs in Azure

On Premises:

• Runs in a SharePoint 2013, 2016, or 2019 environment

1.3 General Requirements

Please make sure you have the latest version of Mozilla Firefox, Chrome, Edge or Internet Explorer 11

or 10 installed. Mac OS Safari also supports the browser.

1.4 What is Office 365

Office 365 is Microsoft's productivity suite. It includes the locally installed tools for daily work such as

Word, Excel, PowerPoint, Outlook, OneNote, Skype for Business, OneDrive for Business or OneNote. In

addition, it offers the collaboration services such as the Exchange mail system or the collaboration

platform SharePoint in the Microsoft cloud online version. Furthermore, apps are available for all

mobile platforms to access data and information in Office 365 anytime and anywhere via smartphone

or tablet. Thus, Office 365 offers a technical variety that is demanding for the user and is not always

intuitive.


1.5 What is Seamless

These are the main goals of Seamless :

• Self-Service - Project teams should be able to quickly start on content of their project work

rather than focus handling SharePoint

• Dashboard - quick overview of project status

• Standardized & Simple - uniform, simple and self-explanatory tools for project work on all

devices

• Efficiency - all relevant information and functions can be reached with just a few clicks and

short loading times

The Seamless app combines a selected set of SharePoint and Office 365 tools for project work aiming

at allowing employees to focus on content. With the self-service functions, project managers quickly

create uniform, user-friendly and mobile ready workspaces equipped with the tools relevant to each

project. Internal and external team members can be easily invited and authorized to participate. This

makes Seamless the central entry point for daily collaboration with internal and external partners. All

relevant information, documents or tasks can be reached with one click.

Additional informationen is available from our factsheet under https://askmewhy.ch/wp-

content/uploads/2017/12/AskMeWhy_Seamless_Factsheets_Microsoft.pdf

1.6 Installation on the device

Seamless is browser-based and does not require an installation on your device. However, we

recommend using the latest version of Office 365 Pro Plus on your workstation.

https://askmewhy.ch/wp-content/uploads/2017/12/AskMeWhy_Seamless_Factsheets_Microsoft.pdf

https://askmewhy.ch/wp-content/uploads/2017/12/AskMeWhy_Seamless_Factsheets_Microsoft.pdf


1.7 Login

Seamless can be reached with your web browser via the URL https://yourTenant.share-

point.com/sites/<seamless overview>

Use your login information (username and password) for Office 365.

Figure 1: Office 365 Login – enter your username

Figure 2: Office 365 Login – enter your password

https://yourtenant.sharepoint.com/sites/%3cseamless

https://yourtenant.sharepoint.com/sites/%3cseamless


2 Seamless Permissions

2.1 SharePoint Groups and Permission Levels used in Seamless

After login to Seamless, users can have the following custom SharePoint Roles:

Group Permission Level and

Business Requirements

Group

Owner

Members

(Best Practice)

Site

Collection

Admin

Full Control Site

Collection

Admin

Seamless Service

Account

Owners

(Used

by IT)

Full Control

Owners Empty or AD Security Group contain-

ing

Administrators

(e.g. IT Operations)

Managers

(Permission

Level Mana-

ger)

Design

Can Share the SiteCollection (invite new users)

Can modify and delete Seamless lists

Can create, modify and delete lists

Can manage users and access to SP Groups (Manag-

ers, Members, Restricted and Visitors)

Cannot change SharePoint permission levels

Cannot harm SharePoint with Features such as

Publishing Feature or similar

Cannot create Subsites

Manager Creator of Seamless Workspace will

be automatically added as manager

during provisioning.

Managers can add AD Users or Secu-

rity Groups to the Managers Group.

Group Members can view the mem-

bership of the group.

Group Owner can edit the member-

ship of the group.

Members Contribute

Can create, share, modify and delete elements in Lists

& Libraries

Cannot access to restricted documents

Cannot manage users and permissions

Cannot Share the Site

Manager Configured by Managers




ship of the group.

Restricted Contribute

Can create, share, modify and delete content in re-

stricted Documents, rest is same as Members

Manager Configured by Managers




ship of the group.

Visitors

(Seamless

Overview

only)

Read

Read Only with no access to restricted Documents

In the Seamless Overview, everyone or a specific AD

Security Group containing all Seamless Users with read

access to Overview

(Default SharePoint User Group in SiteCollection)

Manager Seamless Sites → Leave empty

Overview → Everyone, User or Secu-

rity Group

Creators

(Seamless

Overview

only)

Read

Role is only available in Seamless Overview

Permission to create new workspaces from via Create

Workspace Dialog

Read only access to the Seamless Overview Page

?? AD User(s) or AD Security Group(s)




ship of the group.


2.2 Default SharePoint Permission Levels used in Seamless

Find below the list with detailed SharePoint Permissions used in Seamless

Full

Control Design Contribute Read

Assigned to SP Group in Seamless Overview https://<yourtenant>.sharepoint.com/sites/seamless

Owners Visitors; Creators

Assigned to SP Group in Seamless Sites https://<yourtenant>.sharepoint.com/sites/<seamlesssites>

Owners Managers; Restricted

Members Vistors

List Permissions

Manage Lists Create and delete lists, add or remove columns in a list, and add or remove public views of a list.

X X

Override List Behaviors Discard or check in a document which is checked out to another user, and change or override settings which allow users to read/edit only their own items

X X

Add Items Add items to lists and add documents to document libraries.

X X X

Edit Items Edit items in lists, edit documents in document libraries, and customize Web Part Pages in document libraries.

X X X

Delete Items Delete items from a list and documents from a document library.

X X X

View Items View items in lists and documents in document libraries.

X X X X

Approve Items Approve a minor version of a list item or document.

X X

Open Items View the source of documents with server-side file handlers.

X X X X

View Versions View past versions of a list item or document.

X X X X

Delete Versions Delete past versions of a list item or document.

X X X

Create Alerts X X X X

View Application Pages View forms, views, and application pages. Enumerate lists.

X X X X

Site Permissions

Manage Permissions Create and change permission levels on the Web site and assign permissions to users and groups.

X

View Web Analytics Data View reports on Web site usage.

X

Create Subsites Create subsites such as team sites, Meeting Workspace sites, and Document Workspace sites.

X

Manage Web Site Grants the ability to perform all administration tasks for the Web site as well as manage content.

X

Add and Customize Pages Add, change, or delete HTML pages or Web Part Pages, and edit the Web site using a Microsoft SharePoint Foundation-compatible editor.

X X

Apply Themes and Borders Apply a theme or borders to the entire Web site.

X X

Apply Style Sheets Apply a style sheet (.CSS file) to the Web site.

X X

Create Groups Create a group of users that can be used anywhere within the site collection.

X

Browse Directories Enumerate files and folders in a Web site using SharePoint Designer and Web DAV interfaces.

X X X


Use Self-Service Site Creation Create a Web site using Self-Service Site Creation.

X X X X

View Pages View pages in a Web site.

X X X X

Enumerate Permissions Enumerate permissions on the Web Site, list, folder, document, or list item.

X

Browse User Information View information about users of the Web site.

X X X X

Manage Alerts Manage alerts for all users of the Web site.

X

Use Remote Interfaces Use SOAP, Web DAV, the Client Object Model or SharePoint Designer inter-faces to access the Web site.

X X X X

Use Client Integration Features Use features which launch client applications. Without this permission, users will have to work on documents locally and upload their changes.

X X X X

Open Allows users to open a Web site, list, or folder in order to access items inside that container.

X X X X

Edit Personal User Information Allows a user to change his or her own user information, such as adding a pic-ture.

X X X

Personal Permissions

Manage Personal Views Create, change, and delete personal views of lists.

X X X X

Add/Remove Personal Web Parts Add or remove personal Web Parts on a Web Part Page.

X X X X

Update Personal Web Parts Update Web Parts to display personalized information.

X X X X


3 Seamless Client Interface Overview

3.1 Seamless Structure

Seamless essentially comprises two views of the project data:

• Seamless Overview: includes quick access to project information and content relevant to the

registered person

• Seamless Site: Homepage of the respective project

Figure 3: Seamless Overview


Figure 4: Seamless Site


3.2 Seamless Overview

Assuming you have the necessary permissions, you can access the seamless overview of your

organization https://YourTenant.sharepoint.com/sites/seamless. Should you not be able to reach

the page, please contact your IT support.

Subsequently, you will be guided step by step through the various elements of the Seamless Overview:

https://yourtenant.sharepoint.com/sites/seamless


4 Seamless – Header

Figure 5: Seamless Header

The header includes: - the company logo, which acts as a home button for the current site,

- seamless search for finding projects, documents, and people,

- the app launcher for direct access to other corporate Web applications,

- and your user profile.

The header section is available in all seamless pages with the same functionality.

The functionalities of the header section elements will be described in more detail below:

4.1 Company logo

Click on the company logo to get to the Seamless Overview of the current workspace. If you are on the

Seamless Overview, it will be reloaded when you click on the logo.

4.2 Seamless Search

The Seamless Search is a full-text search with which users can search for workspaces, documents and

employees. By entering a valid search term in the search window, the first elements of the search areas

in which the term was found are displayed.


Figure 6: Search results, in which the searched term was found


Figure 7: Search area “Workspaces” with filter functions

Figure 8: Search area “Documents” with filter functions


By clicking on «Show all» you can call up further results with the search term. Additional filter functions

also support further narrowing of the search result.

4.3 App Launcher

The App Launcher allows the integration of links to applications inside or outside the company. This

allows quick access to the appropriate applications.

Figure 9: App Launcher

4.4 User Profile

The User Profile identifies the logged in user. The opened user profile displays the personal details and

allows for corresponding adjustments.


Figure 10: User Profile


4.5 User Context

The central navigation element of Seamless is the user context. It allows the user to directly access the

relevant workspaces, documents and tasks and is identically available in all Seamless workspaces.

By clicking on «My Projects» you open the view with the «Followed» projects.

• Click on the element to open the workspace

• You can also open the workspace or select the «Follow» function via the element menu

Figure 11: User Context with relevant workspaces

The «My Projects» view shows the list of all projects to which you have access as a logged in user:

• Click on the element to open the workspace

• You can also open the workspace via the element menu or set the «Follow» function.

• By clicking on «Follow», the project will also appear in the view of your «Followed» projects in

the future.

• Workspaces appearing in green are active, those appearing in grey are closed


Figure 12: Element menu «My Workspaces» with the options «Open» and «Follow»

Via the menu item «My Documents» in the context menu, you can display your «Followed» and

«Recently edited» documents.

The element menu offers the following shortcuts:

• Show in Browser

• Edit → opens document in the local Word Application

• Properties

• Stop Following


Figure 13: Element Menu «Followed Documents» with the three different options

The «Recently edited» view contains the documents that were last edited by you as logged-in user.

The result will be updated approximately every 15 minutes.


• Show in browser

• Open file location

• To workspace

• Follow


Figure 14: Element menu «Recently edited documents» with the four different options

Under «My Tasks» you will find all tasks relevant to you as logged in user from all your workspaces.

This view shows you, which tasks are still open, which tasks are pending today and which tasks are late.


• Show in browser

• Edit

• To workspace


Figure 15: Element menu «My tasks» with the three options «Show in browser», «Edit» and «To

workspace»


5 Seamless Homepage - Body

In the Body section below the header of the Seamless Homepage you will find the three apps

«Workspaces», «Documents» and «Tasks». Their contents have the same structure as the user context

and include the following contents and views:

• Workspace App

o View with «Followed workspaces»

o View with all workspaces to which the user has access

• Documents App

o View of «Followed documents»

o View of documents last changed by the user

• Tasks App

o Open tasks

o Tasks pending today

o Late Tasks

Figure 16: Body section of the Seamless Homepage


5.1 Seamless Workspace

Seamless workspaces have the same header as the seamless homepage. In the Body section you will

find the apps with all tools relevant for work.

How to create a new workspace

Press the button “Add” in the footer of the workspace. This will open a new window, where the

workspace details can be entered.

Figure 17: «Add» Button in the footer of the Workspace App


Figure 18: «Create Workspace Menu» to enter Name, ID and Type of workspace

In the «Create Workspace Menu» enter Workspace Name and ID, then select the Workspace Type

from the dropdown menu. Select «Create» button. A message in the top righthand corner will appear,

stating that you have successfully submitted your workspace for creation.

Figure 19 Confirmation message for successful workspace creation


Once your workspace has been approved, you can enter the workspace information app to set up your

new workspace.

5.2 Workspace Information

The Information app has an app view and a

detail view. The App view is displayed by default

in the workspace.

All features of Workspace information

Header

• Link to workspace settings

App Body

• Workspace ID

• Workspace Type

• Parent workspace

• Life cycle (active or closed)

• Manager (Picture and name)

• Deputy

• Visible

App Footer

• Configure → Click on the button

«Configure» in the app footer to open

the detail view with information, settings

and tools

• Follow

Figure 20: App-View of Workspace Information


5.2.1 Workspace settings detail view

The detail view can be opened by all members of a workspace. However, only workspace owners have

the rights to customise settings.

In the header of the detail view, there are the three sections «Information», «Settings» and «Tools».

In the section «Information» you will find the following master data of the workspace: parent

workspace, life cycle, manager, deputy, workspace name, start date, end date, description, customer

and organisational unit. This data can only be adjusted by the workspace manager.

A workspace can be closed via the status switch. After closure, all data will remain, but they can not be

modified. If necessary, however, the workspace owner can reactivate the project status.

Only the Manager and his Deputy have the authority to customize the workspace information.

Information can be easily edited by clicking on the respective field and type the required information.

Figure 21: Detail view of the workspace settings «Information»


The section «Settings» shows the following information about a workspace: Modification date,

modified by, creation date, created by, storage usage, visible and external sharing.

External sharing can be used to configure the workspace for sharing with external partners. Sharing

within the company is always possible.

Figure 22: Detail view of the workspace information «Settings»

In the «Tools» section, as «Manager», you can control the tools available in the workpace. Seamless

includes a collection of apps that are continually evolving. Workspace managers can select favoured

apps via the Tools section in Seamless and make them available to the members in the respective

workspace.

New workspaces are available with a sub-set of Seamless apps, controlled by the Seamless Admin. If

you have any questions, please contact the Seamless-Responsibles.


Figure 23: Seamless App-Catalogue

Use the respective switch to activate or deactivate the various apps. If you unlock an app and create

data in it, they will remain in the workspace, even if the app is disabled at a later stage.

By clicking on the info sign in the footer, further information about the respective tool will appear.

After you have selected your tools, click on the tickmark on the top right corner, to confirm your tool

selection or on the cross to cancel it.

Attention: Loading data for each app affects the loading time of the workspaces. The more apps you

provide in a workspace, the longer the loading time. Therefore, we recommend offering only those

apps in the workspace that you will be really using in the project.

To return to the workspace, click on the cross in the top right corner of the header section.


5.2.2 Follow a workspace

You can use the «Follow» button to control whether a workspace is available in the quick access on the

start page and in the user context.

If you have marked a workspace as «Followed», it appears in the shortcut in the Workspace app on the

start page. There you can also change the status directly.

Figure 24: Workspace-App-View with followed workspaces and element menu

The same applies to workspaces in the user context.

Figure 25: Followed workspaces in the user context


5.2.3 Team

By clicking on the «Share» button in the top right hand corner of the window, you can invite other

members to your workspace.

Figure 26: Invite members to your workspace

Enter email addresses of the members you would like to invite to your workspace. They will be added

automatically as «Members» and will be able to participate in the workspace. Via the dialog you can

invite several people at once.

Figure 27: Add several team members at once


If you want to change the status of a collaborator from «Member» to «Deputy», you can change the

name of the deputy in the workspace settings under «Information». Please note that only the Manager

and his Deputy can invite new members to a specific workspace

5.3 App Behaviour

For the work with SharePoint lists, tools for creating and editing items are made available directly in

the Seamless Apps. By using the Links App as an example, we describe below the behavior of apps

interacting with SharePoint lists.

5.3.1 Create new element

Via the button «+ Add» in the app footer you can create a new element. Seamless switches

automatically to Sharepoint, thus you can enter and save the details of your element directly in the

SharePoint view.

Figure 28: Capture of a Link in the Links App


Figure 29 Capture a new link directly in SharePoint view

After the link has been captured, by clicking on the save button, it will be added to the links displayed

in the links card. To return to Seamless, press on the company logo in the top left hand corner.

Figure 30 SharePoint View of links. Company logo in top left corner redirects to Seamless.


Figure 31: Short-cuts in the Links App

After you have captured a link, it will immediately appear on the app view. The Context Menu element

offers quick functions. In the current example, editing the link.


5.3.2 Deleting elements

To delete an element, select “Edit” from the contect menu. This will lead you to the SharePoint view of

the elemt. You can then delete the element directly in this view.

5.4 Documents App

Figure 32: Dokumente App

The Documents app gives you quick access to

relevant items. The document filing can be

opened via the title in the header or via the

«Documents» button in the footer.

All members of the project have the right to

create, revise, or delete documents.

All Functions

App Header

• Link to document filing

• Info Icon, dass angezeigte Resultate

aus dem Suchindex stammen

App Views

• Last changed documents → Displays

the last 30 documents, that have been

changed, sorted from current to old .

• Team → Shows the last 30 documents

edited by the project team.

Items in App Body

• Element with type icon, document

title, author and date of last changes

• Functions in the item context menu:

Show in browser, Follow

App Footer

• Documents: Link to open document

library

• Recycle bin for direct access to

deleted documents and workspace

elements. All deleted elements are

stored for approx. 3 months until they

are permanently deleted.


5.5 Restricted Documents App

Figure 33: Restricted Documents App

The «Restricted Documents» App is used for

quick access to relevant elements. You can

open the folder containing the confidential

documents via the title in the header or via the

button in the footer.

Only members of the group «Confidential»

have access to these documents. To all other

employees and external co-workers, the app is

not displayed.

All Functions

App Header

• Link to document library

• Info Icon, that displayed results come

from the search index

App Views

• My documents → Displays the last 30

documents that the user has created

or edited, sorted from current to old.

• Team → Shows the last 30 documents

edited by the project team

Items in App Body

• Element with type icon, document

titel, author and date of last change

• Item-Context-Menü Funktionen: Open

in browser, Follow

App Footer

• Documents: Link to open document

library

• Recycle bin for direct access to

deleted documents and workspace

elements. All deleted elements are

stored for approx. 3 months until they

are permanently deleted.


5.6 Tasks App

The «Tasks» App allows you quick access to

open tasks, imminent tasks (due today), and

late tasks assigned to you as a user. The list of

all tasks can be opened via the link in the

header or the button in the footer.

All functions

App Header

• Title → Link to document library

App Views

• Open tasks of the registred user

• Imminent tasks due today of the

registered user

• Late tasks of the registered user

Items in App Body

• Element with task icon, title and due

date → marked in red when overdue

• Item-Context-Menu with the options

«Show in browser», «Edit» and

«Complete».

App Footer

• Add new task

• Show list with all tasks

• Get list url

Figure 34: Tasks App


5.7 Appointments App

The «Appointments» App shows you the

upcoming appointsments in your workspace.

All functions

App Header

• Title → Link to list with appointments

App Views

• Upcoming appointments of the user

• All upcoming appointments

Items in App Body

• Item with Appointment Icon, Title and

Date and Location

• Item context menu with display and

edit as well as the possibility to export

the appointment into the personal

Outlook.

App Footer

• Add new appointment

• View the entire list of appointments

• Get list url

Figure 35: Appointments App


5.8 Links App

The «Links» App allows you the quick access

to linked content.

All functions

App Header

• Title → Link auf SharePoint link list

App Views

• My links

• All links

Items in App Body

• Element with Link-Icon, Title and

registred link.

• Clicking on the link opens the landing

page in a new browser window

• Item context menu with display and

editing options

App Footer

• Add to capture new links

• Link to the link list

• Get list url

Figure 36: Links App


5.9 Contacts App

In the «Contacts» App you can manage you

workspace contacts.

All functions

App Header

• Title → Link to SharePoint user list

App Views

• My contacts

• All contacts

Items in App Body

• Element with contact icon, Last name,

first name and company

• Clicking on the element opens the

contact in a new browser window

• Item context menu with the

possibilities to display and edit as well

as to send an e-mail to the contact

App Footer

• Add to capture new contacts

• Opening the contact list

• Get list url

Figure 37: Contacts App


5.10 Work Breakdown Structure App

In the «Work Breakdown Structure» App you

receive an overview over all work packages in

your workspace and their current progress,

respectively all overdue workpackages in your

workspace.

All functions

App Header

• Title → Link to detail view of Work

Breakdown Structure

App Views

• My assigned work

• All overdue work

Items in App Body

• Element with workpackage icon

including its progress, name of

workpacke, person assigned and due

date

• Clicking on the element opens the

workpackage in a new browser

window

• Item context menu with the

possibilities to display, edit and to set

the workpackage to complete

App Footer

• Add to capture new workpackage

• Opening detail view of Work

Breakdown structure

• Open Work Breakdown Strucure in

SharePoint

• Get list url

Figure 38: Contacts App


Work Breakdown Structure Detail View

To get to the detail view of Work Breakdown Structure click either on the app header or select «Detail

View» from the app footer.

Figure 39: Detail view of Work Breakdown Structure

Detail view offers you an overview over all work packages in a workspace, who they are assigned to,

when they are due and what their progress is. Each item has a short cut menu with the options Show

in Browser, edit and complete.

In addition, there is a menu in the top righthand corner with the elements collapse/expand, add new

work package, go to work breakdown structure in SharePoint, print detail view.

To close detail view and get back to the workspace view, click on the cross in the top righthand corner.


6 Known Issues

Mac Safari