The document provides an extensive guide on using Teampage, a collaborative hypertext journaling system that combines features of blogging, wikis, and project management. It outlines training modules for new users, advanced skills for power users, and best practices in managing content, linking, tagging, and organizing sections for efficient collaboration. Through various training modules, it discusses navigation, article posting, comment management, and strategies to enhance collective intelligence within teams.

1. 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 TeamPage X

3. Training Module 1 Why? 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

7. Training Module 2 Basic 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

13. Status View Spans Spaces, filters to “Following”

14. Feed View Infinite Scroll, Expand/Contract to Read More

15. Tag Cloud Roll Up Surf by Date, Click In

16. Tag Feed

17. Tasks Feed Click to Milestones, Projects

18. Server level Documents Tab

19. 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

20. Attivio Search Free text search OR by default Searches articles, comments, attachments, share folders Rank (default), newest / oldest first Entity extraction and faceted navigation

21. Spaces Dialog All, Favorites, Directory

22. Spaces Directory All with Descriptions, Cloud

23. Click author for micro-profile

24. Profile - Activity Feed

25. Profile - Set Up Your Own setup assistant offers tips

26. Feel Lost? Go Home or 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

44. Jedi Training From 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 expose what’s important 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. 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 Sales East [[Revenue Recognition]] Global [[Revenue Recognition]] Accounting [[Revenue Recognition]] Executive [[Company Car]] HR [[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