Kommbox User Guide

© Acism Software Private Limited, Pune, india
User FunctionalityUser Functionality
Step by Step GuideStep by Step Guide
Acism Software Private Limited, India
Web: http://kommbox.com
Email: sales@kommbox.com
Twitter: @kommbox
Facebook: Kommbox
Google+: +Kommbox

Invitation

A user receives an invitation email within 5
minutes after being added by the
administrator.

In case the activation email is not received,
contact your account administrator.

Click the activation link in that email. You will
now set your password and your account will
go from “Unverified” state to “Active” state.

Log in

Once your account is activated,
you may log in to your account
using your email id and
password.

Clicking “Remember me” will
remember you on the current
computer (by storing a cookie)
so that you can skip the login
screen next time onwards.

Note: Your password is NOT
stored in your cookie, which
guards you against the cookie
theft attack.

Dashboard

After login, you come to the dashboard.

Notice the Header, Top Menu, Snippets area and
side menu.

The side menu contains the list of kommboxes
that you have access to, the discussions and the
tasks therein. The (+) sign in front of each will let
you create a new discussion or tasks.

The top menu mainly consolidates highly useful
views, apart from commonly needed functionality
such as bookmarks and text search.
Top
menu
Snippets area
Side menu
Header

Creating a Discussion

In the side menu, click the (+) sign in front
of discussions under a kommbox to
create the discussion in that kommbox..

Give a discussion title (it defines what this
discussion is about), message subject,
message body and optional attachment.

Select the message mood (from among
signal colors – green, yellow and red)
– Green – all well
– Yellow – Concern
– Red – Upset

Hit the “Save” button.

Discussion List

You will automatically come to the page
that shows all discussions under the
kommbox you chose. You can see your
new discussion here.

You can also directly come to this page
by clicking on the discussions item in the
side menu.

Viewing the Discussion
Clicking on the discussion from the
discussion list page brings you to the
discussion page. You can use the “Post
Reply” button to post a reply.

Replying to a Discussion
Set the message mood to yellow or red if
you want to flag it for attention. The
discussion will take the color of the latest
message in it.

Creating a Task

Click (+) in front of tasks in the side menu
to create a new task under a kommbox.

Select the kommbox. Set the task name,
priority, start date, due date assignees
and optionally the description and
attachment while creating a task.

You can also set “Repeat” attribute to
have this task recurring. (This task is
used as a template and new tasks are
created.)

Monthly recurrence has two options:
– By date: ex. On 25th
each month
– By day: ex. On second Saturday
each month

A task may be effort driven, in which case
you can add the estimated effort.

Task List

You will automatically come to the page
that shows all tasks under the kommbox
you chose. You can see your new task
here.

You can come to this page directly from
the side panel, by clicking the tasks link
under the appropriate kommbox name.

Viewing/ Editing a Task

On the task page, you see the summary info of the task
at the top, and the task log below it.

You can edit individual fields by clicking the edit icon in
front of a field.

You may also add a task comment.

The 'Log work' link will be enabled for you if you are an
assignee.

All these updates to the task are seen in the task log.

Issue indicators (shown as flames) show up
automatically to indicate certain issue with a task.

Logging Work
If you are an assignee of the
task, you can log work
against the task

When you log work, the task
status will automatically
change from “New” to “In
progress”.

If you make the % progress
as 100, then the status
changes to “Completed”

My Kommboxes

This is one of the most important screens where
you get to see the summary of all the
kommboxes that you are a part of
– The number of users assigned
– Open tasks
– Discussions

You can navigate to the Open tasks and
Discussions pages using the hyperlinks

My Tasks

This is another important screen as it shows all
the tasks waiting on you across all kommboxes.

Below that, you see the tasks assigned by you
(waiting on others or yourself)

Issue indicators are shown in front of the tasks
when applicable.

Communication Report
On this screen you see all the task updates and discussion updates
that happened during a particular period. (By default last 7 days, but
you can change the period/ kommboxes)

Text Search
From the top menu bar → search all kommboxes (assigned to you)
From the kommbox page → search within that kommbox

Use “and”, “or” keywords to have multiple search terms.

Use double quotes to group more than one word.

Secret Comment
Click on the lock icon against an update (in dashboard, task page or
discussion page) to add a secret comment to the update. This update is
visible only to selected roles and/or by user type (internal / external).

2 Way Email Integration
Kommbox sends out email notifications for task / discussion updates and also events
such as being assigned to a kommbox.

Any attachments are not sent in the email notifications, thereby saving bandwidth.

The email notifications sent by Kommbox has action buttons, using which you can
do certain actions like creating a task or discussion, replying to an existing task or
discussion, logging work from within your email client itself.

The email notification contains the unique link of the task or message where
appropriate, so that one can directly go to the corresponding page.

One cannot see the email ids of other users, although they may be on the same
kommbox (unless one is admin). This prevents the possibility of email ids getting
leaked through Kommbox to spamsters.

My Profile
Go to “My Profile” page to update your details, upload photo, social media settings.

Set your google id here so that you can sign in using Google (from the login page)

Set your notification settings to control which email notifications you receive.

Kommbox Admin
Some users may be designated as the Kommbox
Admin (by the Account Admin). These users
have some special privileges with respect to
that Kommbox.

Deleting a discussion / message / task

Editing a message

Moving a message / task to another kommbox

Thank and Be Thanked
You can thank someone for an update by clicking the “Thank you” icon for that
update (from Dashboard or some other pages too)

You get to see how many thanks you received, and from where (after clicking the
snippet)

Note: You cannot thank yourself

Quick Reply
“Quick reply” is a shortcut available from the dashboard updates to add a reply.

In a discussion, this reply becomes a new message.

In a task, it becomes a task comment.

My Account
Account level summary and analytics

Kommbox Page
Kommbox level summary and analytics

You can come to this page directly by
clicking the kommbox name in the side
panel.

User Page
User level summary and analytics

You can come to this page by
clicking the user name or profile
picture on any page.

Linked Email
You may configure Kommbox to receive and send emails on behalf of a particular email
id. Click “Linked Email” on the “My Profile” page to set it up.

You also need to configure rules to define which kommbox receives this email and
how to evaluate whether to create a new discussion or append to existing one.

You will get an option to write to external users when replying to a discussion from
within a kommbox which is mail linked.

Report a Problem
If you encounter any problem, just report it to the Kommbox team.

Refer Kommbox
Refer Kommbox to your contacts by adding their email ids here.

They will receive an email invitation on your behalf, containing a
customized sign up link.

When they click on the sign up link, they will know you have
invited them.

When they sign up, you will receive an email informing you of
the sign up and thanking you.

You are done!

We covered the user functionality briefly.

If you face any issue, write to us at
support@kommbox.com

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