2. Objectives
By the end of this lesson you will be able
to:
Describe the Workboard environment and
components
Navigate through the Workboard tree to
locate the information you need
4. What is a Necto Workboard
Next generation of dashboards
Interactive – user adjustable
Social
5. Working with the Workboards
Search within the data
Filtering
for hidden insights
Drilling in
Cause and effect
Similar/relevant
Search outside the box
Workboards
What other users are
viewing
Discuss with peers
Start discussions
Flow the work of others
9. Quick Links - Recent
Workboards that you have
viewed previously, by time period
Select time period
10. Quick Links - Favorites
You can save the
Workboard as a favorite
11. Quick Links - Relevant
Workboards suggested to you
by the system based on:
Your topics of interest
Likes
Popular workboard
Only workboards that you are
allowed to see
20. Adjusting Workboard Printing
To change the print settings
go to design mode and
under Workboard
properties you have the
Printing properties
Note the “components to
print” section that defines
which components would
be printed and at what
order
21. Locating Workboards – Search Box
In Workboard – text within workboard
Example: product name, region name
For Workboards – by workboard name
Discussions – text within a discussion
22. Private and Public Workboards
Private Workboards Public Workboards
• Shared:
• The creator of the • All users with
workboard can share it permission to view the
with specific users who data can view and
can then view or edit it modify the Workboard
• Not shared:
• Only the creator of the
Workboard can view or
modify it
24. Looking Outside the Box – Necto
Advisor
Click to switch to
Necto Advisor view
25. Demonstration
Log into the Necto application
Go to Workboard view
Locate a workboard on the workboard tree
Go to the Necto Advisor
26. Adding Topics
How does Necto know Click on name Add topics to
which workboards are to add topics workboard
relevant for me to user
Necto matches
workboard topics
with the user’s topics
of interest
27. Adding Topics to User Properties
Click on your name
to edit properties
Open Topics tab
Drag tags from
dictionary to your
areas of interest
Mark if you
would like to see
only data that
matches your
topics of interest
28. Adding Topics to Workboard
Click to add
topics to
dictionary
Drag from
dictionary to
here
29. Exercise
Log into the Necto application
Go to Workboard view
Locate a workboard on the workboard tree
Add a tag to the workboard
Go to Necto Advisor
Go back to workboard center and
examine the different categories