The document provides an overview of the Necto Workboard environment and its components. It describes the Workboard as an interactive and social dashboard for analyzing data. It explains how to navigate the Workboard tree to find relevant information, search within workboards, and discuss work with peers. It also summarizes how to locate workboards using search, favorites, subscriptions, and recommendations. The document demonstrates how to add topics to workboards and user profiles to customize relevance.

1. Necto Training
Module 2: The Necto
Workboard

2. Objectives
By the end of this lesson you will be able
to:
Describe the Workboard environment and
components
Navigate through the Workboard tree to
locate the information you need

3. Necto Workboard Introduction

4. What is a Necto Workboard
Next generation of dashboards
Interactive – user adjustable
Social

5. Working with the Workboards
Search within the data
Filtering
for hidden insights
Drilling in
Cause and effect
Similar/relevant
Search outside the box
Workboards
What other users are
viewing
Discuss with peers
Start discussions
Flow the work of others

6. Workboard Center

7. Workboard Center Search for
workboard or
Go to
Workboard view
discussion
Select a
Workboard
quick link
Select a Workboard

8. Quick Links
Select a
Workboard
quick link

9. Quick Links - Recent
Workboards that you have
viewed previously, by time period
Select time period

10. Quick Links - Favorites
You can save the
Workboard as a favorite

11. Quick Links - Relevant
Workboards suggested to you
by the system based on:
Your topics of interest
Likes
Popular workboard
Only workboards that you are
allowed to see

12. Quick Links – Recent Discussions

13. Quick Links – Recent Discussions
Workboards
that include
discussions

14. Quick Links - Recent Subscriptions
Subscribe to a person’s work
See what this person is doing
Can see public and shared
workboards

15. New Additions to the Homepage (SP1)
Purple – User
Topics Cloud Red - Admin
Visualization
styles

16. Workboard Page Structure

17. Workboard Page Layout
Social Ribbon
Actions
Tabs
Content of this
area depends
on tab selected
above
Workboard
display area

18. Interactive Help 1. Click to open
Interactive Help
2. Click on a
screen item to
view help about it

19. Printing a Workboard
Save to PDF

20. Adjusting Workboard Printing
To change the print settings
go to design mode and
under Workboard
properties you have the
Printing properties
Note the “components to
print” section that defines
which components would
be printed and at what
order

21. Locating Workboards – Search Box
In Workboard – text within workboard
Example: product name, region name
For Workboards – by workboard name
Discussions – text within a discussion

22. Private and Public Workboards
Private Workboards Public Workboards
• Shared:
• The creator of the • All users with
workboard can share it permission to view the
with specific users who data can view and
can then view or edit it modify the Workboard
• Not shared:
• Only the creator of the
Workboard can view or
modify it

23. Locating Workboards –Workboard
Tree
Public items
Private items
Open a user’s
private folder
Search by
Workboard Name

24. Looking Outside the Box – Necto
Advisor
Click to switch to
Necto Advisor view

25. Demonstration
Log into the Necto application
Go to Workboard view
Locate a workboard on the workboard tree
Go to the Necto Advisor

26. Adding Topics
How does Necto know Click on name Add topics to
which workboards are to add topics workboard
relevant for me to user
Necto matches
workboard topics
with the user’s topics
of interest

27. Adding Topics to User Properties
Click on your name
to edit properties
Open Topics tab
Drag tags from
dictionary to your
areas of interest
Mark if you
would like to see
only data that
matches your
topics of interest

28. Adding Topics to Workboard
Click to add
topics to
dictionary
Drag from
dictionary to
here

29. Exercise
Log into the Necto application
Go to Workboard view
Locate a workboard on the workboard tree
Add a tag to the workboard
Go to Necto Advisor
Go back to workboard center and
examine the different categories

30. Thank you
Any Questions?