Proteus Navigation & PM

Training outline on top level navigation and project management features.

December 6, 2012

Jordan Frank

(401) 528-1145

www.tractionsoftware.com

2

Proteus Navigation• Home

• Admin and

Profile Drop

Downs

• Search box

with interactive

lookup for

people/spaces/

projects

• Spaces

• Sidebar Article

3

Proteus Tabs - All Spaces / Per Space• Dashboard

• Status

• Activity

• Tags

• Wiki (space

level)

• Tasks (actions)

• Calendar

• (not shown)

Similar tabs exist in Spaces and Profiles

4

Proteus Tabs - All Spaces / Per Space• Dashboard

• Status

• Activity

• Tags

• Wiki (space

level)

• Tasks (actions)

• Calendar

• Documents (not

shown)Tabs can be re-ordered, removed

5

Proteus Tabs - User Profiles • Dashboard tab

defaults and Work

in Progress tab

default to Inactive.

Can be turned on

in Account Settings

/ Personal Info /

Profile.

• Unfollow / Follow

• Following

• Followers

• Alerts (your alerts

on this person)

6

Status Tab• Microblog like Twitter

• Easy to post / reply

• Use # before tag

names to include tags

• Filter by “Following”

• Latest status shows on

Profile

• Click Date/Time to see

Single Entry view

• Email Status to

TeamPage by putting

status: in subject. Note

that titles are dropped

• Email replies to status

are status too

7

Activity Tab• Feed subtab shows all

new content, changes.

• Posts subtab shows

new content only

• Expand / Contract,

then hover and right

click to comment /

tag / task any entry.

• Scroll and scroll and

scroll to see more

• Sub-tabs filter by

“following”

• Check box filter by

content type (Article,

Comment, Task...)

8

Wiki Tab• Displays at space level

• For Wiki style Page to

Page navigation

• Activity Sub-tab for

Wiki Page Name

Activity (Page Name

requests, orphans,

renames)

• Contents Sub-tab for

big view of TOC root

articles / their children

• Contents sidebar is

the same as the sub-

tab but stays in the

navigation

9

Tags Tab• Cloud view of all

tags across spaces

(permission filtered

by space).

• Each space has its

own tag cloud.

• Filter / Nav by date

• Index sub-tab is

Alpha

• Feed sub-tab

shows tag changes

and who did it

10

Documents Tab• Files and Folders for

each Space

• Enable Versioning

• Check-out / Check-in

• Alerts on changes

• Note: Separate from

rest of TeamPage

content model /

article flow. Generally

better to attach files

to articles.

11

Tasks Tab• Tasks tabs at Front Page, Space, Profile page

• Tasks are miscellaneous, but

• Can align with Milestone and / or Project

• Milestones are miscellaneous, but

• Can align with Project

• Milestones rock!

• Tasks assume Milestone due date

• Space Members Group pre-filters assignees

• Configure in Space Setup / Settings / Display

12

Tasks tab - Task sub-tab• Tasks by due

date

• Drill down by

priority, assignee

or space

• Navigate across

to Milestone or

Project

13

Tasks tab - Adding a Task• Task is something

to do

• In-line (this form

has context and

memory)

• From Add menu

• From Context

Menu (in an

article). Task

looks like a

comment

14

Tasks tab - Milestones• A date and a goal

• Tasks can assume

milestone date

• Can be connected

to a Project, or

can be

independent

• No owners or

members

15

Tasks tab - a Milestone• Collection of

Tasks

• Tasks with no

due-date inherit

milestone due

date

• Tasks may relate

to various

projects

• In-Line task form

adds a task to

this milestone

16

Tasks tab - Projects

• A body of work

including tasks,

milestones,

related articles,

events

• Tasks can be

posted to

different space

than the project

• Can have an

Owner and

Members

17

Tasks tab - a Project• Collection of Milestones

and Tasks

• Milestones are inherited

via task or directly

related to project

• Pink backgrounds

indicate task is from

another space

• In-Line task form adds a

task to this Project

• For non-task

documentation, add

Related Articles (with

attachments if you like)

or use Documents for

folders/file structure

18

Calendar tab

• Month view of

events, tasks,

milestones,

projects

• Found at Front

Page, Per Space,

Per Project, Per

Milestone, Per

User Profile

• Navigate forward /

back

• Hide / show

• Subscribe via iCal

19

Search View - Attivio Search Module

• Page ranking

• Linguistics

• Index over 370 file

formats

• Extract and drill down

on facets like

keywords, tags,

authors, editors,

people mentioned,

companies...

• Expand results to see

full content

• Click for Similar results

20

E-Mail Digest - Tasks

• Tasks section in digest reminds you of over-due tasks

and upcoming tasks

• Calendar in digest shows the week ahead

Questions?

Traction Software Contact

Jordan Frank

(401) 528-1145 x12

www.tractionsoftware.com