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A Deep Dive into Profiles, Status, and PM

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Traction Software
Traction Software

Chris Nuzum and Jordan Frank, Traction Software. Traction User Group, Oct 14 2010, Newport RI. TUG 2010 Newport slides, agenda and more see www.TractionSoftware.com

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A Deep Dive into Profiles, Status, and PM ,[object Object]
Foundation: Entry Type ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Profiles ,[object Object]
Setup
Set a Default Profile Space ,[object Object],[object Object],[object Object],[object Object],[object Object]
Profile Space Permissions ,[object Object],[object Object],[object Object]
Customizing the Profile Form ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Designate a Specific Profile Space for Specific People ,[object Object]
Filling in Profile
Setup Assistant ,[object Object]
Profile Entries ,[object Object],[object Object],[object Object],[object Object]
Profile Page
Following
How to Follow ,[object Object],[object Object]
Filtering by Follow
Filtering by Follow
Follow in activity stream (no un-follow)
Follow vs. Alert ,[object Object],[object Object]
Profile Space Dashboard
Profile Space Dashboard Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object]
Access
Access Address Book Governs Lookups ,[object Object]
Profile Article Permissions ,[object Object],config/data/forms/profile.sdl
Sharing Controls on Profile Form ,[object Object]
Your Profile Dashboard
Profile Dashboard Tab ,[object Object],[object Object],[object Object],[object Object]
Search
[object Object],[object Object],[object Object],[object Object],[object Object],Searching Profiles
Status Updates ,[object Object]
Setup
Designate a Default Status Space
Use
Post Status From ,[object Object],[object Object],[object Object]
Top-Level Status Tab ,[object Object],[object Object],[object Object]
Status Updates Appear ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Commenting on Status ,[object Object],[object Object],[object Object],[object Object],[object Object]
Tagging ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Editing Status Posts ,[object Object],[object Object]
Project Management ,[object Object]
Setup
Activating PM in the 5.1 Pre-Release ,[object Object],[object Object]
Assign Space Members ,[object Object],[object Object],[object Object]
Model
Tasks
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Milestones
 
 
[object Object],[object Object],[object Object],[object Object],[object Object],Milestones
Projects
[object Object],[object Object],[object Object],[object Object],Projects
Space
Demonstration

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