Archive for 'Tips & Tricks'

Introducing the Learning Center

WizeHive Learning Center

WizeHive Learning Center

I’m excited to announce the launch of our new Learning Center, where you can watch eight Demonstration Videos to find out more about how to use WizeHive’s powerful project management and collaboration tools. Yes, these videos have all been available before, but now they are more easily accessed and shelved together for a comprehensive tutorial of WizeHive’s capabilities. Keep coming back for more updates and enhancements as they become available.

The Overview is the best place to start, whether you are new to WizeHive or a well-seasoned beta-tester who has been with us since the beginning (and thanks, if you are!) Learn how WizeHive allows you to easily share notes, ideas, messages, files, and to-do lists with team members, partners and clients you’ve invited to your own secure, private workspaces. You’ll see how information can be entered directly into your WizeHive workspace or via email, Twitter, or mobile devices. You’ll also see how your data can be viewed for each project individually or collectively on the ALL tab for a comprehensive look at all of your workspaces.

Wondering how to post notes? Check out the Recent Activity video to learn how, and see how this feature keeps you abreast of all activity in your workspaces, including newly created tasks, uploaded files, and added links. Did you know you can drag and drop your tasks on your task list to help you prioritize and manage your assignments? Or that you can integrate your WizeHive calendar with your favorite iCal-compatible calendaring system? Managing and sharing your files is paramount. Learn how to email files directly to your workspace and manage multiple versions of the same document. And many people don’t realize it, but now you can use your Twitter account to interact directly with WizeHive. Learn how to set up your workspaces to receive notes and tasks sent directly through Twitter. If you want quick desktop access to your WizeHive database, and do not want to load up your browser, you can get much of the same functionality using our free desktop client for PCs, Macs, Linux and other operating systems.

We hope these Demos help you become better acquainted with WizeHive’s features so you can increase productivity and  streamline project management. Go check out the Learning Center… good luck!

Our recent activity screen works as a “feed,” designed to work like your own private twitter.   Included in this feed are notes that are entered into the system manually, replies to the notes, and system generated messages that occur when new tasks are added, task statuses are changed, files are uploaded, etc.

Sometimes (or most of the time) it would be nice to see just the notes, but be able to see other things from time to time.

We have added a drop down filter box onto the activity screen to do just that.  Simply pick “notes,” “notes and replies,” or “all activity” from this list to change your settings.

Page Group Order

Just a few weeks ago we added Page Groups to WizeHive.  You can use Page Groups as categories to group pages together.    This is one of my favorite new features.     Anyway, with the release last night you can now modify the order in which page groups appear.

Ultimately we may create a drag and drop way to do this but for now it is easy to change the order of page groups as follows.   When you create a page group (from manage workspace -> pages) you will now see a new field called “Order.”   If the order is blank or if two groups have the same order, they will be sorted alphabetically.  But if you want one page group before another, simply give it a lower number.

Removing Completed Tasks

Once a task is completed in WizeHive it stays on your screen with a light gray line through the task to show it has been completed.   (Picture below).    The idea is that if one person creates and assigns the task it is good to leave it up there so they are able to see that it has been completed.

Nevertheless, there comes a time when it is good to move completed tasks off the screen.   You do this by clicking on “Clear/Archive Completed Tasks” which changes the status of a task from Completed to Archived.    Since the task is marked as Archive you could always retrieve it, but if you are using the standard settings (Show Open, In progress and completed tasks) they won’t show on the screen.

One thing to note is that only the person who created the task or an administrator can move a specific task from completed to archived.

3D Task Management is a cool tool we created to mimic what I’ve been doing manually for many years when managing complex projects.   It allows you to easily create a grid-like layout of your tasks with the ability to change rows and columns to see the data as you like.

3D Task Management is one of our optional “WizeApps” that appear as a tab in a given workspace.

To enable 3D Task Management for a given workspace, go into “Manage” workspace and then click on “Enable” alongside the 3D Task area as follows:

To see a video of 3D Tasks in action click here.

New Videos

We have some exciting new videos to show off some of our features and we have created some videos to see what they are and how to use them.

Videos include an overview of our Twitter Interface, Task Manager, 3D Task System, and our DeskTop Client.

You can see them on vimeo

then click on “see all 6 videos” to see them all

Customize your Colors

Ever since our first version of WizeHive you have been able to customize your workspace by uploading your logo.   Now you can customize both colors and layout.

To customize colors select “Manage Workspace” from the side dashboard and then click on “Colors.”   From there you can select some standard preconfigured color choices or design your own.

Colors apply only to the designated workspace and can only be changed by an administrator for that workspace.