Tour of TeamPage's Proteus Interface

1. 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
2

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
3

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
4

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)
5

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
6

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...)
7

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
8

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
9

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.
10

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
11

12. Tasks tab - Task sub-tab
• Tasks by due
date
• Drill down by
priority,
assignee or
space
• Navigate across
to Milestone or
Project
12

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
13

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
14

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
15

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
16

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
17

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
18

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
19

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
20

21. Questions?
Traction Software Contact
Jordan Frank
(401) 528-1145 x12
www.tractionsoftware.com