Overview
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The Yellowfin User Timeline consists of several tabs designed to allow users to track events that occur in the system, and collaborate with other users.
Tab |
Description |
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Events in the system are monitored, based on the user and their connections. |
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View all the content a user has specified as a favourite. This can include reports, storyboards, and tabs. |
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View all the content a user is subscribed to; reports, report comments, and storyboard comments. |
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View the people a user is connected to, and search for additional connections to add. |
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View all the discussion groups a user is subscribed to, and open them. |
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Define options that adjust a users profile, and they way they view and interact with the system. |
User Profile
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The User Profile panel is displayed on the left of all the Timeline tabs.
1. Profile Image - The user can upload an image of themselves to display here, to make identification easier.
2. Full Name - This is the full name of the user, as defined in their settings.
3. Job Title - The user can specify their job title in their settings.
4. User Description - This area can be populated with a small blurb about the user. Defined in their settings, this is an optional field.
5. Number of User Connections - This displays the number of users someone is connected to and following in their timeline. This is not the number of users following this individual.
6. Number of Discussion Topics - This displays the number of discussions the user is involved in or following.
7. Number of Favourite Content - This the number of items specified as a favourite.
8. Filter Timeline - Allows the user to search the events displayed on a timeline.
Posting to a Timeline
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The Timeline feed allows you to post comments or updates on a user's timeline, much like the way you would post in a discussion group. You will always be able to post to your own feed, and you will be able to post to a user's feed you have connected to. To post to a user's feed that you aren't connected to their timeline will need to be defined as Public in their [user settings].
Creating a Post
The first item on a timeline is an empty comment box, which allows you to start a comment thread. To post:
- Navigate to the timeline you wish to post on by either:
- Clicking on your name to access your own timeline
- Locating another user through your timeline or connections and clicking on their name
- Type your comment in the comment box at the start of the timeline
- Attach a piece of content if desired, from the following types:
- Report: select a report from the list that is relevant to your post or the thread.
Click on the Attach a Report button
Locate the report and drag it on to the post
You will now see the report sitting in your post
- Dashboard Tab: select a dashboard tab from the list of available tabs to show readers of the thread.
Click on the Attach a Dashboard Tab button
Locate the tab and drag it on to the post
You will now see the tab sitting in your post
- Storyboard: select a storyboard from the list that supports the discussion.
Click on the Attach a Storyboard button
Locate the storyboard and drag it on to the post
You will now see the storyboard sitting in your post
- URL: type or paste a URL that points to an external reference that is relevant to the discussion.
- Report: select a report from the list that is relevant to your post or the thread.
- Define the post type from:
- Update: this is a general post, designed to update other users on your current work or progress.
- Opportunity: this is a post designed to discuss positive ideas or opportunities with other users. The post will have a blue flag to help identify it.
- Issue: this is designed to discuss issues with other users. The post will have a red flag to help identify it.
- Apply security if the post needs to be private
Viewing a Post's Thread
Replying to a Post
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