05 building a_necto_social_network_ready
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05 building a_necto_social_network_ready
- 1. Necto Training Module 5: Building a Necto Social Network
- 2. Objectives By the end of this lesson you will be able to: Build a social network in Necto View and add comments Initiate and participate in discussions Define your friends Subscribe to other users’ work
- 3. Agenda Social Network Overview Comments Discussions The Social Ribbon Friends Subscriptions
- 4. Social Network Objectives Add a layer of personal knowledge and collaborative analysis to the database Enable users to learn from each other Examples: Sales dropped because of natural disaster Special Sale increased revenue Personal Knowledge Necto Database
- 5. Case Study I need to understand the sales figures from the previous quarter. Maybe Laura, from Marketing, has additional knowledge… Laura Brady, David Smith, Category Marketing Manager Sales Manager, for the Drinks segment. Drinks Dept.
- 6. Comments
- 7. What are Comments Free text Associated with a workboard, comp onent or grid cell Added by authorized users For all to see Only one comment per cell
- 8. Viewing Existing Comments Click to view all comment Indication that there is a comment Move mouse over red triangle to view / edit comment
- 9. Adding Comments Click and drag to cell to add comments
- 10. Editing and Saving Comments Remember to save you comments Editing options To add comments, you must have write permissions to the workboard Write text here
- 11. Exercise 1– Working with Comments Locate comments on workboard Change comment display mode Add a comment Remember to save your work!
- 12. Discussions
- 13. What are Discussions Related to specific: People Workboard Cell in workboard The people that Edit name of participate in the discussion discussion Click to edit or delete
- 14. Creating a New Discussion – by Dragging Drag a user to a cell to create a discussion Discussion is created. User is a member. Cell value is copied to thread.
- 15. Creating a New Discussion – Clicking Create New Discussion Click to create new discussion Edit discussion name Write your input
- 16. Adding Members to a Discussion Drag users to add to discussion Click arrow to see more participants All members will get notification of additions to the discussion
- 17. Actions on Discussion Members Start a new discussion Open user’s shared workboards Remove from discussion. Available only to discussion creator Click name to view picture and perform actions
- 18. Discussion Indication Number of new discussions or new content. Preview of user’s discussions.
- 19. Exercise 2 – Discussions View indication of a discussion addressed to you Participate in an existing discussion Examine different methods of starting a discussion
- 21. The Social Ribbon Displays users that have viewed this workboard Appear in the following order: Subscribed users Workboard creator Uses that have saved the workboard Users that have viewed the workboard
- 22. Social Ribbon States Users that have viewed Click to view only Subscription Friend this workboard your friends indication indication
- 23. Actions on Users Click user to perform actions Open / close Remove / add Remove / add Start discussion user’s shared friend subscription Workboard
- 24. Additional Method for Defining Friends 1. Click on your name to edit properties 2. Go to Friends tab 3. Drag a name to add it to friends 4. Click OK or Apply to save your changes
- 26. What are Subscriptions? Workbook changes made by users that you are subscribed to Select Select timeframe user
- 27. Subscribing to Users – From Social Ribbon Subscription indication Add / remove subscription
- 28. Subscribing to a User’s Activity – From Properties 1. Click on your name to edit properties 2. Go to Subscribed Users tab 3. Drag a name to add it to subscribed users 4. Click OK or Apply to save your changes
- 30. Editing Your Properties Click on your name to edit properties Click to upload your picture
- 31. Starting a Private Session I don’t want other users to follow my work. What can I do? Click to start a private session, hiding your actions from other users.
- 32. Private Session Indicator Indication that you are currently in private session
- 33. Exercise 3 – The Social Ribbon, Managing Friends and Subscriptions Manage friends Manage subscriptions Use the social ribbon
- 34. Additional Exercises Add Comments Manage your Friends and subscriptions Create and Participate in Discussions Accessing discussions and subscriptions on the Necto home page
- 35. Summary In this lesson you have learned to: View and add comments Initiate and participate in discussions Define your friends Subscribe to other user’s work