This video covers how to add components to customize Lotus Quickr 8.5 for Portal. Take this tour to see how you can customize your place and increase your productivity using Lotus Quickr 8.5 for Portal.
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This is the text version of the Adding components in Lotus Quickr video.
Table 1. Welcome
Overview of adding components in IBM® Lotus® Quickr® 8.5 for WebSphere Portal
© Copyright IBM Corporation 2010
The video title page displays.
Adding components to IBM® Lotus® Quickr allow you to customize your place to meet your team's needs.
After completing this video, you should be able to add the following components to your Lotus Quickr place:
· Feed Reader
· Discussion Forum
· Custom Library
· Project Tasks
Now, let's take a look at some of these components in detail.
The welcome page displays.
Table 2. Adding Components
Lotus Quickr not only gives you the freedom to add any components you would like, but also allows you to customize the layout, position, and properties of all your components. Click Customize to access the customize shelf, where you can add components and change the layout of components on your place.
Main component Headers are highlighted on the Welcome page.
Zoom to and highlight Customize Button on title bar.
Click Customize to open the customize shelf.
Highlight available components.
From the customize shelf select the component you would like to add. If you want to add it as a new page, simply name the page and click Add to page. The new page appears in the place navigation.
If you want to add the component to an existing page select Add to an existing page and select the place from the list. After you click Add to page, the new component is added to the selected page.
Click Announcements Component.
Zoom to Add component page.
Highlight new component in main navigation.
Fade to Add component page and highlight Add to an existing page option.
Expand drop down list and highlight page options.
Highlight and click Add to page option.
You can further customize a particular component by clicking the settings icon near the component's title. Then click Edit shared settings and you can then edit the component's title, language, and even enable and disable functions of the component. When you are done, click OK and your changes will be in place immediately.
Zoom to settings icon in component title bar and display arrow pointing to settings icon.
Click settings icon and then click Edit Shared Settings option.
Highlight the title, language and enable commenting options.
Highlight OK button.
Table 3. Announcements
Use the announcements component to keep members up to date by creating announcements important to the group, team or project. You can add an announcements section to any page or create one on its own page. It can be useful to add project-specific announcements to a project wiki or blog page or to a projects tasks page. It is also a good idea to have a critical announcements section on the Welcome page so that members can see it immediately upon accessing the place. Less critical announcements can be listed on a separate page within the place.
Announcements page displays
Changes to Wiki page and highlight Announcements area.
Changes to the Welcome Page and highlight Announcements area.
Highlight Announcements in navigation.
To create an announcement, click New Announcement. In the New Announcement screen, create a title and the content of the new announcement. Don't forget to select the type of announcement – special or regular. After you click OK, your new announcement will be posted. Special announcements are identified with a yellow attention icon with an exclamation point, while regular announcements are indicated with a green push pin icon.
Click Customize > Anouncements.
Display New Announcement screen and highlight the title and announcement fields.
Box displays around Announcement Type and special and regular options are highlighted.
Highlight OK button.
Change to Announcements screen and highlight attention icons.
Table 4. Contacts
Use the contacts component to create a list of contacts important to the group, team, or project. You can add a contacts section to any page or create one on its own page. It can be useful to add a project-specific contacts section to a project wiki or blog page or to a projects tasks page. It is also a good idea to have an emergency contacts section on the Welcome page so that members would see it immediately upon accessing the place. Less critical contacts or general contacts can be listed on a contacts page within the place.
Display Contacts page and highlight list of contacts.
Change to Blog page and highlight contacts component.
Display box around WikiProject Tasks components in navigation.
Change toWelcome page and highlight Emergency contacts component.
Return to main contacts page.
Table 5. Feed Reader
Use the feed reader to help you stay up-to-date on selected information and save web surfing time. You can subscribe to many of the web sites you regularly search for information. In turn, the Lotus Quickr feed reader will then obtain and compile the items from that web site.
Display Feed Reader page.
Highlight regularly searched feeds.
You can also subscribe to IBM® Lotus® Quickr™ libraries, blogs, and wikis. It would be useful to add a feed reader to a project wiki, or blog page and subscribe to a related wiki or blog in another Lotus Quickr place. To subscribe to a place component like a library, wiki, or blog, you must have access to that place.
Highlight Lotus® Quickr™ feeds.
Change to Wiki page and box displays around wiki title and Blog page in navigation.
Highlight Feed Reader component on Wiki page.
Display lighbox around wiki, blog and library pages in navigation.
Depending on the feed content, every feed reader page will look different. The page could contain document images, if you have subscribed to a library, or segments of text, if you have subscribed to a text-based source. The page contents can vary just as the contents of web pages, wikis, blogs, and libraries can vary.
Change to Feed Reader page and open Beignet Library feed.
Highlight feed items
Close Beignet Library feed and open Quickr feed.
Highlight feed items.
The page will contain feed items. You can click on an item to go to the original feed source to read or view the entire content.
Click title of first feed item and display original feed source.
The method for subscribing to a feed depends upon your browser settings. If your browser is feed-aware, click the Subscription button on a Lotus Quickr library, blog, or wiki, or on a web site, and the browser will walk you through the feed subscription process.
Display library page and zoom to Subscribe to this library link.
Display feed subscription page
If your browser is not feed-aware, right-click the Subscription button and click Copy Link Location or Copy Shortcut. After you have copied the link or shortcut, navigate back to your Lotus Quickr feed page, and click the settings icon near the components title, then click Edit Shared Settings > Add a Feed.
Return to library page and display box around Subscribe to this library link.
Left click on link and highlight Copy link location option.
Fade to Feed Reader page and zoom to settings icon on title bar.
Display box around and click Edit Shared Settings > Add a Feed
On the Feed Settings page, paste the link or shortcut. You can also name the feed and choose whether to enter team credentials.
Display feed settings page and highlight Feed url and title fields.
Select This feed requires authentication.
Team credentials are necessary to access information from secure feeds that require a user ID and password. Lotus Quickr will begin compiling data from the selected feed.
Highlight User name and Password fields.
Return to Feed reader page and highlight feed items.
To change the feed source, click the settings icon near the components title, then click Edit Shared Settings and enter new information. Only a place manager can subscribe to feeds.
Zoom to settings icon on title bar.
Display box around and click Edit Shared Settings > Add a Feed
Table 6. Blogs
Use a blog to communicate thoughts about projects, to share information, and to brainstorm ideas with your group. You can start a thought in the blog and then watch as the members respond.
Display Blog page and highlight blog post.
A blog consists of two main areas: the post area and the comment section. In the post area Managers, Editors, and Contributors can post ideas, thoughts, and plans for other members to comment upon and brainstorm about. The content of the posts should be overseen by the Manager of the place to ensure that they are appropriate to the scope and purpose of the place or group.
Change to blog post page.
Display box around blog post section and comments section.
Zoom to post section.
Highlight blog post text.
In the comments section, you will find member comments on the post. Members can place any comment they like, but this should also be monitored by the place Manager.
Zoom to comments section.
Highlight comments text.
You can also use it instead of e-mail. When we use e-mail, questions and answers are only accessible to the parties on the e-mail. If you post a blog instead, you can generate quick responses that are visible to the entire team. Every member of a place can read and comment on a blog, and everyone except readers can add new posts to a blog.
Table 7. Discussion Forms
The Discussion Forum component organizes multiple threads of discussion posts to exchange ideas related to a project. Members can comment on posts, and create their own posts. Unlike wikis or blogs, the comments are integral to the discussion forum.
Change to Discussion Forms page.
Display box around and click discussion post.
Change to Discussion post page and highlight posts.
Click Pumpkin Spice post and highlight post and comments.
Table 8. Content Libraries
Developing and using a library or custom library to store your documents will enable you to collaborate more quickly and efficiently on those documents.
Change to library page.
Highlight Library and Custom Library pages in navigation.
Lotus Quickr keeps track of the document and maintains the latest version of the file. After a library component is created, documents can be uploaded from your local system, created from within the library, or dragged from your desktop onto the library interface.
Change to document page and highlight versions tab.
Return to Library page, zoom to menu options and highlight Upload and New options.
Change to desktop view and display arrow from document on desktop to library page in browser.
Libraries can be used as safe and secure repositories for documents, files, and media elements. They can also be used for team collaboration on documents and projects by allowing documents to be checked out of and into the library.
Change to Library page and highlight documents in library.
Click document menu option and highlight download, checkout, and edit options.
Table 9. Project Tasks
Use a project tasks page to keep track of projects. You can use a project tasks page to monitor your responsibilities in a project, or it can be used by a team to monitor the entire project.
Project tasks consist of several sections. There is a list of tasks that displays the title of each task. You can see to whom each task is assigned, if it is assigned to someone. You can immediately see the status of the project in the Percent Complete section, and the due date of the task is clearly listed. From this screen, you can also add new tasks to this project.
Change to Project Tasks page
Boxes display around list of tasks, who a task is assigned to, completion status, and due date.
Highlight New Task button.
To add a task, click New Task. In the New Task screen, create a title and description for the new task. Then select to whom the task should be assigned. You can assign as many members as you would like. You do not have to assign anyone to the task when creating it. You can always come back and assign people later. You continue creating the new task by selecting the priority of the task and the percent complete. Finally, enter the start and due dates and click OK.
Click New Task and display new task page.
Highlight task and task details fields.
Scroll to bottom of page and display box around Assigned to section.
Display box around priority section and highlight high, medium and low options.
Display boxes around percentage complete and start date/due date sections.
Highlight OK button.
Project tasks areas can be added to the Welcome page so that all members can see the project status when they first access the page.
Another idea is to add the component to the wiki or blog page that is discussing the project. Members would be able to track the progress of the project in the wiki or blog and the status of the project in the project tasks. You can also create a project tasks component on a new page in your place.
Change to Welcome page.
Display box around Project Tasks section.
Highlight wiki and blog pages in navigation menu.
Display box around Project Tasks section.
Change to Project Tasks page and highlight task information.
Table 10. Wikis
A wiki can be used to collaborate on documents and projects with the whole team or members of sub-teams. You can have several wikis in a place and organize them by project or subject. You can also have several pages for each wiki. The wiki can be on one topic, while the pages are each about an aspect of that topic.
Change to Wiki page.
Zoom to navigation menu and display box around wiki pages.
Highlight project specific wikis.
Highlight subject specific wikis.
Display box around multiple wiki pages within a specific wiki.
A wiki consists of two main parts: the page and the comments. The page is the area where the content is contained. The wiki comments section is similar to that of a blog. Any member can add a comment, but these should be monitored by the Manager.
Change to display an single wiki page.
Display box around the wiki entry section.and the comment section and highlight text areas.
Like a blog, a wiki can be useful for wider communication, instead of e-mail, as it allows for interaction among all team members. Wikis can be used to create and collaborate on new group practices and procedures, and can act as a repository for questions and comments.
Fade to members page and highlight members.
Fade to wiki page highlight procedure specific pages.
Highlight pages introducing a question.
Every time a wiki page is updated, the version before the update is saved. This is useful if you do not like the new update and would like to revert to a previous version. Both Managers and Editors can restore a page to a previous version.
Change to wiki page and click View > View versions.
Highlight list of versions.
As a Manager, you can edit a page, create a new page, or delete a page from the wiki menu. Other members will have different options depending on their roles.
Display box around Edit Page, New Page and Delete Page options.
Table 11. Calendar
The calendar component allows you to schedule events and milestones to keep your team on track and improve productivity.
Click New Entry to begin scheduling events.
Change to Calendar page and highlight days with events or activities.
Highlight New Entry button
Table 12. Thank you
That concludes this video. We hope you have found this overview of components helpful. For complete information about adding components in IBM Lotus Quickr 8.5 for WebSphere® Portal, including links to additional demonstrations and product documentation, please visit the Lotus Quickr wiki at: http://www.lotus.com/ldd/lqwiki.nsf