necto 16 training 8 - collaboration

Necto 16 Training Collaboration

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

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

Comments Comments are: • Free text• Associated with a workboard,

component or grid cell• Added by authorized users• For all to see• Only one public comment and/or

one private comment per cell, but others can add to the comment

View Existing Comments

Indication that there is a comment

Move mouse over red triangle to view / edit comment

Editing and Saving Comments

Edit options

Write text here

Discussions• Discussions are related to specific objects: • People• Workboard• Dimensions• Members• Value cell in a Workboard

Edit name of discussion

The people that participate in the

discussion

Click to edit or delete

Creating a New Discussion• Discussions are related to specific objects: • People• Workboard• Cell in workboard

Discussion is created.User is a member.

Cell value is copied to thread.

Drag a user to a cell to create a discussion

Creating a New Discussion – Clicking Create New Discussion

Click to create new discussion

Edit discussion name/members

Write your input Align Right

Align Left

Filter by Period

Find Keywords in the discussions

Adding Members to a DiscussionDrag users to add to

discussion

Click arrow to see more participants

All members will get notification of additions to the

discussion

Actions on Discussion Members

Click name to view picture and perform

actions

Start a new discussion

Open user’s shared workboards

Remove from discussion. Available only to discussion

creator

Discussion IndicationNumber of discussions

waiting for the user

Discussion Indication (Continue)

Preview of user’s discussions.

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

Social Ribbon Status

Click to view only your friends Subscription

indication

Users that have viewed this workboard

Actions on Users Click user to

perform actions

Open / close user’s shared Workboard

Remove friend Remove / add subscription

Start discussion

Defining Friends (Additional Method)1. Click on your name to

edit properties2. Go to Friends tab

4. Select a name to add it to friends

5. Click OK or Apply to save your changes

3. Click on + to add new friend