Quick Tip #2 – Homepage/Wiki

Wikis! They are everywhere!!

Did you know that every home tab inside of a Central Desktop is a fully editable Wiki? Indeed it is. This means that you can choose what content you have displayed on the homepage. The Project Management workspace comes pre-populated with three application blocks, so you very well may have assumed that this was just the “way it is”. While these three application blocks are very useful when managing a project or department so you and your users can see what activities are overdue, upcoming and recent, you may want to remove those blocks, add different application blocks such as Status, Add Database Record, Calendar, Announcements etc. to the Homepage.  Using the WYSIWYG editor you can also add and format text, images, web links and downloadable documents.  Just locate the “Edit this page” button and go for it!

Note that the navigation bars on the left and right may also have an edit link (this depends on the template that you are using).

Something to note – Wiki editing is addictive! Have fun with it, use the revision history tool if you want to revert to a previous version and make sure to keep the environment clutter free so it remians intuitive. Thanks!

Quick Tip #1 – Workspace

I will try and do a lot of quick tips in this blog as ideas come up either through calls with my clients.

Today, I spoke with a client who was having a hard time conveying the concept of a workspace to the users in his account. Questions such as “is a workspace a user?”,  ”is a workspace a project?” and “is the Dashboard a workspace?” come up quite often. After talking to many customers over the years here and trying to craft the easiest explanation I could think of – I am now going to share with you “My Masterpiece”!

“A workspace is a shared area inside of Central Desktop that can be used to manage a department, manage a project, act as a wiki or act as an intranet. Now think of your Central Desktop account as an office building, workspaces almost act as individual offices inside of that building. Each one contains it’s own Files, Calendar, Tasks, Milestones and – most importantly – it’s own unique membership that has access. If the person wasn’t invited in, they do not have access to the office – or workspace. “

Now of course a workspace can be used for many more things and can contain much more information – but for the sake of keeping things easy on the ears of a new user – this is a great introduction!