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5 Posts authored by: clairetaz

Here is a tip we have used a lot in our community, for people who want to work on their Pages in private.

 

You can work on creating your new Pages and Tiles while your Overview page is live. Follow these steps.

 

 

Convert the group to Activity + Pages

Click on the gear icon and Manage > Settings.

Screen Shot 2016-10-11 at 4.15.18 PM.png

 

In Advanced Options, select Activity + Pages. Click Save at the bottom left of the page.

Screen Shot 2016-10-11 at 4.17.58 PM.png

 

 

Create a new page

Click on the gear icon Manage > Create a page and call it e.g Main Page (you can edit this later) and OK.

Screen Shot 2016-10-11 at 4.16.07 PM.png 

 

You have to add one Tile before you are able to save the new page. Click on Collaboration > Document Viewer just as a placeholder tile that you can change later. Save the page.

Screen Shot 2016-10-11 at 4.20.31 PM.png

 

 

Save the URL of the new page

Now, this is the important part. Once you have saved the new page, click at the top on the URL of your new page and copy it. Copy it to a new tab, bookmark it or send it to yourself by email. Keep it somewhere so you can find it. This is what you will use to come back to later, to work on your page while your Overview page is live.

 

 

Convert the group back to Overview

Click on Manage > Settings > Advanced Options and select Activity + Overview (or Overview depending on what you had before), and OK. Save. Now your group will be back to normal, with the Overview page live.

Screen Shot 2016-10-11 at 4.18.46 PM.png

Note: after saving Activity + Overview you might be taken to your Activity page but don't worry, the Overview on the left is still the 'landing page'.

 

 

Build your new page at your leisure

Retrieve the URL of your new page (the one you copied or bookmarked), and you can now edit the page by clicking on the gear icon in the top right hand corner of a tile to put the page into edit mode. Don't worry about any impact to your members. They will still see the Overview page. Also, now you can open a second browser and refer back to your Overview page and widgets side by side while you work on building your page with corresponding Tiles.

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Hello Jivers

 

For those of you who don't use streams, now is the time to start... and 'ps' this is a BIG SELL for Jive in your organizations because following a place in a stream (and then setting it as Home) can make the difference between a platform that is overwhelming with information, and a place that is a highly customized and relevant, mobile-enabled place to follow your projects.

 

Click 'New Stream'

Screen Shot 2014-10-17 at 9.08.17 AM.png

Name it "Corp. Comms / HR"

Screen Shot 2014-10-17 at 9.09.17 AM.png

Type "HR" into the search on the right and scroll down to find the Project entitled "Jive for HR and Corporate Communications" that Dennis Pearce has set up for us all to follow this use case discussion:

Screen Shot 2014-10-17 at 9.10.38 AM.png

Click "Add", and you will be following this place in your stream. Click Done.

Screen Shot 2014-10-17 at 9.10.53 AM.png

Now you will have a stream customized with all the discussions in that Project so it is easy for you to follow/contribute, from your cell anytime.

Screen Shot 2014-10-17 at 9.11.31 AM.png

Don't forget... you can set this as 'Home' while you are working on it:

Screen Shot 2014-10-17 at 9.11.40 AM.png

 

Tip: I find that following 'places' is very efficient in streams. When you add people you sometimes get 'too much information' because you are getting everything that person is doing (which may be lots of stuff outside of your project/subject). It's good to set up a stream to follow your direct reports/team, and it is awesome for the on-boarding use case where a newcomer will follow a colleague/mentor to learn. And the best thing is that when you are done with that project/subject/team, simply delete the stream and move on. Having just 9 custom streams keeps you focused!

 

And by the way... this type of group or "Project Stream" can be a game-changer for skeptics

Hello everyone!

 

As you prepare to go to this amazing conference, I wanted to share something I did last year that was very successful.

 

As I was the lucky one going to JiveWorld, I wanted to give everyone back in the office a kind of 'live-ish' feed from JiveWorld. So the night before, in my lovely Vegas room, I created an open group and called it JiveWorld 2013. I added a nice picture of the view from my room and then started feeding back with blogs, links to the keynotes, discussions, pictures, videos etc.

Screen Shot 2014-08-14 at 11.03.18 AM.png

 

Every day I posted my agenda and wrapped up with a summary:

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At the start of each presentation session I created a draft blog and made live notes on the iPad or MacAir, and took a few pics... and then in between I tidied them up and published (don't forget go to Content > Authored > Drafts to find your draft blogs). It was super easy and by the time I flew back to NYC I had a really popular group going, with loads of interaction and comments from those back at base.

 

I created blogs on 'customer case studies' for PGi, Mylan, RBC, Motorola, American Airlines, Allstate, T-Mobile, UBM... and more. I added a blog on 'what other companies call their Jive platform', and of course posted discussions about Jive 7, gamification, and Eddie Obeng!

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My discussions encouraged feedback... and I was able to get fast answers to questions from the Genius Bar and Jive experts.

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I posted my video of the pool dancers... got to share the atmosphere!

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On the way home, I did a 'key takeaways' blog that included my main observations on Jive direction, mistakes other companies had made, what we did right with our implementation, upcoming features, and technical notes. I included a section on the value of my trip, which I am sharing below:

 

Value of going to JiveWorld

Most valuable 3 days at work this year because:

  • Make connections with peers in the same job role or doing the same thing, experiencing the same challenges, successes
  • Get go-to people for answers
  • Make personal connection with Jive team
  • Find answers to problems you are experiencing – see how other customers have got around any issues (or learn that everyone is having the same problem)
  • Learn what you are doing right
  • Learn what you are doing wrong
  • Learn from other’s mistakes
  • Learn what is new in next release, what’s coming…
  • Able to share all that is learned with the Vibe community
  • Find opportunities

 

The secret of this JiveWorld group I guess is speed and mobility, which Jive enables. We all know how tedious it is to have to write up reports 'post-event'... blogging throughout made it very easy and exciting. This totally justified my trip. This group became a resource for people to refer to, and when the recordings of sessions became available later, I added them. By the time I arrived at JFK, it was time to relax...

Screen Shot 2014-08-14 at 11.41.28 AM.png

As some of you have not yet upgraded to Jive 7 I thought it might be useful to share some of our FAQ and observations gathered during our user testing phase. Please feel free to ask any questions and I will try to answer. Note that we are on-Prem and some FAQs may be relevant only to our instance.

 

Here are some FAQ we put out:

 

What are the first things I should do after the upgrade?

Update your profile and add your skills

Check your groups and enable the Activity page if needed (video link), add your banner and update your group avatar

Connect with your mobile device (video link)

 

What browsers is Jive 7 compatible with?

Jive 7 is compatible with Google Chrome, Mozilla Firefox and Internet Explorer 8 and newer. (Internet Explorer 7 is no longer supported)

 

Will the Activity page be automatically enabled on all already-existing groups/projects?

No, this will need to be enabled manually on all places that existed before the upgrade. Just click on Manage > Settings > About.

 

Do the Activity page templates apply also to the Overview page?

No, the templates apply only to the Activity page, effectively enabling or disabling tiles and features on the Activity page.

 

What is the difference between tiles and widgets?

Tiles are available exclusively on the Activity page and widgets are only on the Overview page. Also, tiles are more deeply integrated with the Structured Outcomes.

 

Do I still need to unlock the mobile app with a passcode every time I open it?

No, with the new Jive Mobile app for iOS, no passcode or even device activation is necessary. You just login once.

 

What about the Android app?

The Android app will be updated to be in line with the iOS app around the end of H1 2014.

 

How do I find experts in Vibe without knowing their name?

You can find people based on their skills, location, experience, title etc.. Just go to the People (link) page and use the filters.

 

What is the point of endorsing other peoples' skills?

To improve expertise location and help other people to find experts in Vibe more easily. If somebody has used their skill to help you, you can endorse their skill in their profile to show your appreciation and also promote the person in Vibe.

 

Even though I haven't enabled the Activity page on my group, I can still access and modify it, when editing the Overview page. Is this normal?

This is a know bug in Vibe and will be fixed in an upcoming update.

 

I don't see the Structured Outcomes links under the Actions menu. Nor do I see the Impact Metrics. Where can I find them?

These features are only available for content created in the version 7 of Vibe.


Other observations from UAT

  • You can't design a default Overview page to save as part of your group template. Overview will have the default 'out of box' design per today and users have to play with their widgets.
  • You can save your own Activity template and apply it when adding the Activity page to your existing groups
  • The Activity page is also available for Projects
  • The default group will be Open, Team Collaboration, with Activity (Overview can be added by user). We will 'embrace' this easy default way to create an active collaboration group.
  • We cannot automatically add Activity page to existing groups. When we go live the existing groups will be exactly the same as they are today. Owners will be able to Manage > Settings to add Activity.
  • A group tag can be added to new templates and it will come through when using the template..
  • Tags on the profile in V6 will transfer as skills in V7 so it will be good to clean them up before going live - get a head start on skill tags
  • You now see your Actions and Tasks in your Actions on the left panel, and the Invitations / Notifications about people following you now appear in your Inbox. This is much more intuitive.
  • You can search for content in your group or at the top Content by content marked as success, with action, with decision etc.
  • In Impact Metrics we don't see who 'shared' our content (influencers). It only shows who 'viewed' it (this is because we are on-Prem and have some restrictions)
  • Need to advise about the High Res on Preferences so users will not accidentally check it (someone did this in UAT and got the blue/white screen)
  • The banner allows you to market your group without needing to use the Place Overview widget or Formatted Text. Now you have the banner and About, leaving more real estate on Overview.
  • You can feature your own blog on your profile (you can't feature a group blog in your profile)
  • You no longer need the Actions widget on the Overview page because you now have a drop-down for Actions.
  • Structured outcomes are used in different places e.g. decisions are only on comments.
  • Actions assigned at project level will not show up in tiles at the group level - content from projects can be brought into a group Activity page with the Key Content and Places tile
  • Impact metrics global reach is % of those who have access
  • You can create your own Tile with saved content and save it in your own template

 

Small things we really liked about V7 during UAT

  • The 'edit panel' at the top scrolls down with you so you can always see it in a long document
  • The notifications about when people are following you or have invited you to their group are no longer in Actions. They appear in the Inbox. This leaves the Actions for 'my Actions/Tasks' only.
  • How easy it is to create a group for a purpose without having to learn about widgets
  • Having & viewing a message conversation about an Action right from the document
  • Search prioritization based on Official/Final, Outdated, Endorsed
  • Searching for people by skill is easy and allows us to promote the Expertise Location use case

 

 

 

When we deployed Jive 7 (on-Prem) about a month ago, I prepared some scenarios and used them during UAT (to get sign-off from the business stakeholders that the functionality worked as expected), and then added them to our training space in a tag widget so that users could see the new features at a glance. Our internal name for Jive is Vibe. Lindsay Forcino requested I share one such blog with you. Feel free to copy/edit and replace your own community pics and share on if you find it useful.

_______________________________________________________________



Scenario: I would like to create a separate place in my group to work on latest activity with my team, but still keep my Overview page for sharing information and for people to ask questions.

 

 

Solution: Jive 7 allows you to create a separate 'Activity' tab for your group. You can easily add this tab to your new group and make it the landing page if you want to. This frees up 'real estate' on the Overview page for sharing more with outside audiences, and gives you and your team a dedicated place to focus on your activity. This is the place you 'go to work'.

v7activity design8.PNG

 

Use Cases:

Information & Knowledge Sharing

Collaboration

Sales Enablement

 

Benefit: With a dedicated Activity place you can work efficiently with your team (use case: Collaboration) while still retaining your Overview page (use case: Information & Knowledge Sharing). The Overview becomes more of a place for 'sharing' and cascading information about the group, allowing people to ask questions etc. The Activity is where it is all happening and this tab allows you to work efficiently with your team/collaborators. When designing your Activity page, you can add/customize Tiles that integrate information that is relevant to your collaboration like Decisions and Actions. Great value will come when we start to create custom-Tiles to bring outside content from places like salesforce.com into Vibe (use case: Sales Enablement) (future development)

 

How: Through your group settings Advanced options, select to include both Overview and Activity.

 

Click on Manage > Settings, About, and select Advanced options.

v7activity design7.PNG

 

You can decide to activate both the Activity and the Overview, and you can decide which one you want as your landing page. If your group is primarily for team collaboration, you might want to land on the Activity. If your group is primarily sharing information and getting questions from outsiders, you might want to land on Overview.

v7activity design15.PNG

 

When you click OK, you will see the new Activity page in edit mode. In Vibe 7 there are 'templates' that you can select for your Activity page that give you a combination of Features and Tiles. If you don't select a template, the default one for Team Collaboration will apply (this is a good general template that has all features and relevant Tiles). You can then edit as you want to.


  1. You can edit the Background to add a nice banner
  2. You can click the 'cog' and edit the group features
  3. You can move the tiles up and down on the right hand side of the page and click the 'cog' to edit the Tile. You can remove/add Tiles. Note that some Tiles will pre-populate with information from your existing group (e.g. Top Participants and Featured Content).


Note also that there is no 'stream integration' at this time. In future you can imagine bringing streams from other collaboration tools to your group (Chatter, Yammer etc..), so that your team is working in one place with all the aggregated streams of activity and information!

v7activity design18.PNG



The default template gives you 5 Tiles and then you can select 2 more by clicking on Add a tile:

v7activity design19.PNG

A Tile is a bit like a widget but is easier to use and is designed specifically for the Activity page. The Tiles bring Actions, Decisions etc to your activity. Here are some nice examples:


Helpful Links Tile allows you to easily bring links from other places

v7activity design.PNG

 

The Image Gallery Tile allows you to drag and drop up to 20 images that can then be scrolled easily from the group activity page.

v7activity design2.PNG

 

The Featured People tile allows you to feature certain people in the group.

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The Gauge Tile allows you to add your own Status, decide the number of segments, and manually change it and add a note to motivate the team.

guage3.PNG

 

The Action Items and Recent Decisions tiles will automatically populate 5 recent Actions/Decisions as you place them on your documents, discussions, and blogs - (see Jive 7 scenario - Action a document, discussion, or blog)

v7activity design 20.PNG

 

Another nice thing about the new Activity page is that you will have your own Group status. Only group members will see this status.

v7activity design 21.PNG

 

Q&A

 

How do I add an Activity tab to my group?

By default all new groups will have a separate Activity page, and by default the Activity page will be the 'landing page'. For existing groups (pre-Jive 6), users may add an Activity tab and make it their landing page by clicking on Manage > Settings > About > Advanced options.


What is the difference between Tiles and Widgets

Tiles are only for the Activity page. They are designed to make it easy for you to collaborate around content and team activity. Tiles 'integrate' content and the big difference is that you will in future be able to integrate content from outside of Vibe (e.g. a Tile bringing content from salesforce.com for example). The KM Ops and Dev teams will be working on these integration tiles for you in coming weeks and months. Widgets are still the same as they were in the previous version, and may be used to animate your Overview page.

 

How many Tiles can I have on my Activity page?

7

 

What Tiles are there?

Here is the list (Jive 7 tiles overview)

 

Why do I need a separate Activity page?

It allows you to get into your work in a place dedicated to activity. It brings collaboration around content with Tiles that allow you to highlight Actions, Decisions, etc. It leaves the Overview page as a 'front cover of the book' where people can come and access information, ask questions etc. It also frees up real estate on the Overview page as you no longer need to include Recent Activity on there.

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