In this monthly customer webinar, we chat about collaboration, answer your questions and highlight some things you may not know about using Central Desktop SocialBridge®. This month’s topic: task management – part 2 Last month, we focused on project-management best practices. This month, we’re rolling up our sleeves and showing you how to do it with SocialBridge®. This webinar is geared to users who are new to our project-management capabilities and covers the basics: - How to create milestones, task lists and tasks - How to specify that one task happens before another - How to use our built-in reports.

1. Get Connected
Project
Management
Workspace
Date July 17, 2012
#PMWithCD

2. Who are these people?
Alan
Bush
Susan
Fujiki
• Implementa8on
Team
• Implementa8on
Team
• Central
Desktop
• Central
Desktop
• Former
Central
Desktop
user
• Not
just
a
disembodied
voice
©2012
Central
Desktop

3. YOU?
©2012
Central
Desktop

4. Agenda
• Working
Session
–
Build
a
Workspace
• Q&A
• Community
conversa8on
©2012
Central
Desktop

5. What are these calls all about?
• Vibrant,
ac)ve
user
community
• Conversa8ons
• Highlight:
Central
Desktop
and
specific
customer(s)
• Informal
dialogue:
between
all
customers
©2012
Central
Desktop

6. What these calls are NOT
• Not
a
sales
pitch.
We
won’t
try
to
sell
you
on
addi8onal
services
or
upgrades.
• Not
a
forum
for
feature
requests.
Use
the
Ideasphere
©2012
Central
Desktop

7. “I have a question”
• If
you
have
a
ques8on,
ask
it
in
the
ques8on
box.
• I
will
answer
ques8ons
aVer
the
best
prac8ces.
• We
will
also
have
an
open
discussion
session
aVer
the
best
prac8ce
session.
©2012
Central
Desktop

8. Project
Management
Part
2:
WORKSPACE BUILDING
SESSION
©2012
Central
Desktop

9. HYPOTHETICALLY
SPEAKING, WHAT
IF SOMEONE
WASN’T PAYING
ANY ATTENTION
DURING THE LAST
WEBINAR?
©2012
Central
Desktop

10. These elements
make up Project
Management
• Tasks are the
individual steps
• Tasks live within Task
Lists
• Task Lists can (but
don’t have to) live
within Milestones
• Milestones live within
Workspaces
©2012
Central
Desktop

11. Some Projects are
big, some are small.
• Milestones for
Small Projects
• Workspaces for Big
Projects
©2012
Central
Desktop

12. AND THEN WE
SPENT THE REST
OF THE HOUR
TALKING ABOUT
YOUR PANTS
©2012
Central
Desktop

13. Project per
Workspace means
more granularity
• Granularity is great
for establishing a
more accurate
estimate of project
status
• We will be using
this model for our
work today
©2012
Central
Desktop

14. OK, GOT IT!
LET’S DO THIS!
©2012
Central
Desktop

15. IT’S DEMO TIME!
©2012
Central
Desktop

16. ©2012
Central
Desktop

17. “I have something
awesome to say.”
• Raise
your
hand
if
you
want
to
par8cipate
in
the
discussion
• We’ll
“call
on
you”
and
unmute
you
• Chat
with
us
• Chat
with
other
users
©2012
Central
Desktop

18. Thoughts?
Tips?
Tricks?
COMMUNITY
CONVERSATIONS
©2012
Central
Desktop

19. Continue the Conversation
• User
Forums
• Central
Desktop
Connec8ons
-­‐
Linkedin
• Twi^er
#PMWithCD
©2012
Central
Desktop

20. Next meeting
• Meet
our
Award
Winning
Support
Team
• We
want
your
submissions
• Have
an
idea?
We’d
love
to
showcase
it!
©2012
Central
Desktop

21. CD Marketing
Candi
Anita
CD Implementation
Services Team
You, our customers!
©2012
Central
Desktop

22. Contact us
We don’t bite!
Client
Services
626.689.4420
success@centraldesktop.com
Alan
Bush
210.767.3101
abush@centraldesktop.com
@alanbush
Susan
Fujiki
626.381.9362
sfujiki@centraldesktop.com
@seburrows
©2012
Central
Desktop