Tools

From Projectivity Documentation

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Collaboration tools allow resources assigned to a workspace to cooperate sharing information and organizing their work.

Projectivity defines 3 types of Collaboration Tool:

1. Notes: user can publish articles having title and content;
2. Tasks: list of atomic activities having a status (planned, done, work in progress) and one or more responsibles (tasks with no responsible are marked in red)
3. Meetings: list of events having status, agenda, minute and one or more participants

• The Tasks and Meetings you are assigned to (note that they may be defined in several workspaces) are shown altogether in your homepage under the My Schedule Tool.
• When a user is assigned to a task or a meeting he/she is also notified via an email with an iCalendar attachment that allows easy integration with email clients calendar (such as Microsoft Outlook Calendar and Thunderbird Lighting plugin)
• Notifications are also sent you when your tasks or meetings are modified in any way (re-planned, status changed, etc.)

Each Workspace has its own collaboration tool set. The type (framework definition) of the Workspace defines which Collaboration Tools are available.

For instance a Project might have 4 collaboration tools:

• Internal Meetings of type Meetings
• External Meetings of type Meetings
• TODOs of type Tasks
• Whiteboard of type Notes

The following images shows the Collaboration Tools page of an example workspace. It contains 3 tools: News, Meetings and Tasks of corresponding types.

Clicking on a tool on the top section displays the tools items in the middle section. In this example the Meeting tool is selected, and it contains 3 items:

1. Req Doc Meeting
2. Meeting with John
3. Meeting with Investors

Clicking on an item shows its details in the lower section. In this example "Req Doc Meeting" is selected showing its details: meeting date 19/1/2010, start time 10:00, end time 12:30, location: London Office, the participants list, etc.

Right clicking on the Tool title gives you access to a popup a menu that allows you to create a new Meeting (showed in the image).

Right clicking on the middle section will give you access to a popup a menu allowing you to edit or delete the item (not showed in the image).

When you create or edit an item a wizard pops up. The following images show you the Edit Meeting Wizard (other tools wizards are similar).

Step 1 allows you to edit the main attribute of the meeting: date, start and end time, location, agenda and minute:

Step 1 allows you to edit the main attribute of the meeting: date, start and end time, location, agenda and minute.

Step 2 allows you to edit the meeting participants (or task responsibles).