Proteus Navigation &PMTraining outline on top level navigation and project management features.                           ...
Proteus Navigation                     • Home                     • Admin and                       Profile Drop          ...
Proteus Tabs - All Spaces / Per Space                                            • Dashboard                              ...
Proteus Tabs - All Spaces / PerSpace                                  • Dashboard                                  • Statu...
Proteus Tabs - User Profiles                           •   Dashboard tab                               defaults and Work  ...
Status Tab             •   Microblog like Twitter             •   Easy to post / reply             •   Use # before tag   ...
Activity Tab               •   Feed subtab shows all                   new content, changes.               •   Posts subta...
Wiki Tab           •   Displays at space level           •   For Wiki style Page to               Page navigation         ...
Tags Tab           •   Cloud view of all               tags across spaces               (permission filtered              ...
Documents Tab                •   Files and Folders for                    each Space                •   Enable Versioning ...
Tasks Tab• Tasks tabs at Front Page, Space, Profile page• Tasks are miscellaneous, but  • Can align with Milestone and / o...
Tasks tab - Task sub-tab                           • Tasks by due                             date                        ...
Tasks tab - Adding a Task                        • Task is something                            to do                     ...
Tasks tab - Milestones                         • A date and a goal                         • Tasks can                    ...
Tasks tab - a Milestone                          • Collection of                            Tasks                         ...
Tasks tab - Projects                       • A body of work                         including tasks,                      ...
Tasks tab - a Project                        •   Collection of Milestones                            and Tasks            ...
Calendar tab               •   Month view of                   events, tasks,                   milestones,               ...
Search View - Attivio Search Module                        •   Page ranking                        •   Linguistics        ...
E-Mail Digest - Tasks• Tasks section in digest reminds you of over-due tasks  and upcoming tasks• Calendar in digest shows...
Questions?             Traction Software Contact                           Jordan Frank                     (401) 528-1145...
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Proteus Navigation and Project Management

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Tour of TeamPage's Proteus Interface

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Proteus Navigation and Project Management

  1. 1. Proteus Navigation &PMTraining outline on top level navigation and project management features. December 6, 2012 Jordan Frank (401) 528-1145 www.tractionsoftware.com
  2. 2. Proteus Navigation • Home • Admin and Profile Drop Downs • Search box with interactive lookup for people/spaces/ projects • Spaces • Sidebar Article 2
  3. 3. Proteus Tabs - All Spaces / Per Space • Dashboard • Status • Activity • Tags • Wiki (space level) • Tasks (actions) • Calendar • (not shown)Similar tabs exist in Spaces and Profiles 3
  4. 4. Proteus Tabs - All Spaces / PerSpace • Dashboard • Status • Activity • Tags • Wiki (space level) • Tasks (actions) • Calendar • Documents (not shown)Tabs can be re-ordered, removed 4
  5. 5. Proteus Tabs - User Profiles • Dashboard tab defaults and Work in Progress tab default to Inactive. Can be turned on in Account Settings / Personal Info / Profile. • Unfollow / Follow • Following • Followers • Alerts (your alerts on this person) 5
  6. 6. Status Tab • Microblog like Twitter • Easy to post / reply • Use # before tag names to include tags • Filter by “Following” • Latest status shows on Profile • Click Date/Time to see Single Entry view • Email Status to TeamPage by putting status: in subject. Note that titles are dropped • Email replies to status are status too 6
  7. 7. Activity Tab • Feed subtab shows all new content, changes. • Posts subtab shows new content only • Expand / Contract, then hover and right click to comment / tag / task any entry. • Scroll and scroll and scroll to see more • Sub-tabs filter by “following” • Check box filter by content type (Article, Comment, Task...) 7
  8. 8. Wiki Tab • Displays at space level • For Wiki style Page to Page navigation • Activity Sub-tab for Wiki Page Name Activity (Page Name requests, orphans, renames) • Contents Sub-tab for big view of TOC root articles / their children • Contents sidebar is the same as the sub-tab but stays in the navigation 8
  9. 9. Tags Tab • Cloud view of all tags across spaces (permission filtered by space). • Each space has its own tag cloud. • Filter / Nav by date • Index sub-tab is Alpha • Feed sub-tab shows tag changes and who did it 9
  10. 10. Documents Tab • Files and Folders for each Space • Enable Versioning • Check-out / Check-in • Alerts on changes • Note: Separate from rest of TeamPage content model / article flow. Generally better to attach files to articles. 10
  11. 11. Tasks Tab• Tasks tabs at Front Page, Space, Profile page• Tasks are miscellaneous, but • Can align with Milestone and / or Project• Milestones are miscellaneous, but • Can align with Project• Milestones rock! • Tasks assume Milestone due date• Space Members Group pre-filters assignees • Configure in Space Setup / Settings / Display 11
  12. 12. Tasks tab - Task sub-tab • Tasks by due date • Drill down by priority, assignee or space • Navigate across to Milestone or Project 12
  13. 13. Tasks tab - Adding a Task • Task is something to do • In-line (this form has context and memory) • From Add menu • From Context Menu (in an article). Task looks like a comment 13
  14. 14. Tasks tab - Milestones • A date and a goal • Tasks can assume milestone date • Can be connected to a Project, or can be independent • No owners or members 14
  15. 15. Tasks tab - a Milestone • Collection of Tasks • Tasks with no due-date inherit milestone due date • Tasks may relate to various projects • In-Line task form adds a task to this milestone 15
  16. 16. Tasks tab - Projects • A body of work including tasks, milestones, related articles, events • Tasks can be posted to different space than the project • Can have an Owner and Members 16
  17. 17. Tasks tab - a Project • Collection of Milestones and Tasks • Milestones are inherited via task or directly related to project • Pink backgrounds indicate task is from another space • In-Line task form adds a task to this Project • For non-task documentation, add Related Articles (with attachments if you like) or use Documents for folders/file structure 17
  18. 18. Calendar tab • Month view of events, tasks, milestones, projects • Found at Front Page, Per Space, Per Project, Per Milestone, Per User Profile • Navigate forward / back • Hide / show • Subscribe via iCal 18
  19. 19. Search View - Attivio Search Module • Page ranking • Linguistics • Index over 370 file formats • Extract and drill down on facets like keywords, tags, authors, editors, people mentioned, companies... • Expand results to see full content • Click for Similar results 19
  20. 20. E-Mail Digest - Tasks• Tasks section in digest reminds you of over-due tasks and upcoming tasks• Calendar in digest shows the week ahead 20
  21. 21. Questions? Traction Software Contact Jordan Frank (401) 528-1145 x12 www.tractionsoftware.com

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