Jive Community User guide

Using a Jive Community
| Contents | 2
Contents
Using a Jive Community............................................................................ 5
Getting Started.................................................................................................................................... 5
Explore the Community............................................................................................................ 5
Set Up Your Profile................................................................................................................ 11
Update Your Status................................................................................................................ 12
Join a Group...........................................................................................................................12
Rate, Like, and Mark Content................................................................................................ 13
Creating Content.....................................................................................................................14
Participate!.............................................................................................................................. 15
Shout Out to People, Places, and Things..............................................................................15
Find Stuff You Need...............................................................................................................16
Pinning Pages for Quick Access............................................................................................17
Using Jive in a Mobile Browser........................................................................................................ 18
Quick Tour from a Mobile Browser........................................................................................ 19
Using News....................................................................................................................................... 21
What Is News?....................................................................................................................... 21
What Are News Streams?......................................................................................................23
Creating Custom Streams................................................................................................................. 24
What are Streams?................................................................................................................ 24
Create a Custom Stream....................................................................................................... 25
Add to a Custom Stream....................................................................................................... 32
Edit a Custom Stream............................................................................................................ 33
Why Am I Seeing This in My Stream?.................................................................................. 33
Using Your View................................................................................................................................34
Setting Up Your View............................................................................................................. 34
Adding a Tile to Your View.................................................................................................... 35
What is a Tile?....................................................................................................................... 35
Your View Tile Reference...................................................................................................... 36
Finding People, Places, and Content............................................................................................... 40
Search and Browse Features.................................................................................................40
Using the Main Spotlight Search............................................................................................42
Search Reference................................................................................................................... 42
Using Your Recommendations...............................................................................................45
Browse and Filter Content, People, and Places.................................................................... 45
Making Things Easier to Find................................................................................................ 47
Labeling People to Manage them Around the Community.................................................... 47
What are Role Badges?......................................................................................................... 48
Using Tags..............................................................................................................................48
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Following a Tag...................................................................................................................... 49
Using Bookmarks....................................................................................................................50
Using the History and Suggestions Features.........................................................................50
Can't Remember the People, Place, or Title?....................................................................... 51
Getting More Out of Groups............................................................................................................. 51
How Do I Create a Group?.................................................................................................... 51
Group Creation Options..........................................................................................................53
Adding an Overview Page......................................................................................................55
Types of Groups.....................................................................................................................55
How Do I Customize the Group Landing Page?....................................................................57
How Do I Invite People to Join a Group?..............................................................................58
Posting a Status Update in a Group......................................................................................59
Enabling Non-Member Content Editing..................................................................................59
Sharing Content with Non-Group Members........................................................................... 59
Sharing Content with Other Places........................................................................................60
Making Bulk Changes to Content in Places.......................................................................... 61
Groups with External File Storage......................................................................................... 62
Getting More Out of Content............................................................................................................ 63
Creating Content.....................................................................................................................63
Using the Content Editor........................................................................................................ 64
Earning Status Points............................................................................................................. 66
Awarding Badges and Points................................................................................................. 67
Sharing Content with Other Places........................................................................................68
Who Sees My Stuff?.............................................................................................................. 68
What's the Difference Between a Document, a Blog Post, a Question, and a Discussion?
....69
Status Update Tips & Tricks.................................................................................................. 70
What are Categories?.............................................................................................................71
How Do I Create a Poll?........................................................................................................72
What is an Event?..................................................................................................................73
How Can I Create a Document Just for Myself?................................................................... 73
How Do I Use the Save Draft Feature?.................................................................................73
Getting More Out of Profiles.................................................................................................. 74
Getting More Out of Discussions and Questions................................................................... 75
Getting More Out of Documents............................................................................................ 77
Getting More Out of Blogs..................................................................................................... 88
Getting More Out of Visual Media......................................................................................... 90
Creating a Copy................................................................................................................... 100
Creating a Template............................................................................................................. 101
Using the Marking Feature...................................................................................................101
Using Personal Insights........................................................................................................118
Using Impact Metrics............................................................................................................ 122
Translating Content.............................................................................................................. 126
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Using Projects and Tasks............................................................................................................... 127
Using Jive Projects and Tasks.............................................................................................127
Public and Private Communication................................................................................................. 130
Are My Community Activity and Content Secure?............................................................... 130
Who Sees My Stuff?............................................................................................................ 131
Content Visibility Options......................................................................................................132
Inviting New Community Members................................................................................................. 136
Using Apps...................................................................................................................................... 136
What are Jive Apps?............................................................................................................ 136
Using App Actions................................................................................................................ 137
How to Use Apps in Content............................................................................................... 137
Troubleshooting & FAQs for Jive Apps................................................................................137
Using External Groups.................................................................................................................... 138
What Are External Groups?................................................................................................. 138
Creating External Groups..................................................................................................... 139
Who Are External Contributors?...........................................................................................140
External Contributor or Standard User?...............................................................................140
How Do I Invite External Contributors?................................................................................141
What Can They See?...........................................................................................................142
Contributing to a Community................................................................................................142
Reference and Advanced Topics.................................................................................................... 145
Advanced Content Management.......................................................................................... 145
Remote Access.....................................................................................................................150
Advanced Group Management.............................................................................................152
Customizing the News Page................................................................................................ 154
Designing Places.................................................................................................................. 166
Designing Overview Pages for Places................................................................................. 211
Advanced Project Management........................................................................................... 225
Using Email...........................................................................................................................227
How Do I Use Feeds?..........................................................................................................232
Bridging................................................................................................................................. 232
Accessibility...........................................................................................................................235
Keyboard Shortcuts.............................................................................................................. 235
Passwords.............................................................................................................................236
Time Zone and Locale Preferences..................................................................................... 237
Changing Non-Editable Profile Fields.................................................................................. 237
| Using a Jive Community | 5
Using a Jive Community
Find all that you need to know about navigating and using your community.
This guide provides the tools to make the most of the amazing potential in a Jive community.
Getting Started
Get acquainted with your community and learn the basics of communicating, collaborating, and innovating
the Jive way.
Explore the Community
Here's an overview of the main components you'll see in your community.
News Page
The News page functions as a central news page for your community. It features a variety of streams
and tiles designed to bring you the latest news and information. You won't see News if your community
manager has not enabled the feature (alternatively, your community manager may change the name of
News).
The top ribbon of the News page organizes community activity into streams such as Following, All Activity,
and your own custom streams. From any stream, you can view and interact with activity that flows through
your community. To learn more about streams, be sure to read What Are Streams?
You'll see the following streams on the News page by default:
News (top-level view)
The News view aggregates and displays only
new content posted in your News and Following
streams. However, unlike your other streams, the
News view does not show content updates and
comments in the stream. In addition, content that
gets updated or interacted with is not bumped to
the top of the News view. So, to repeat, the News
view shows only new things. To learn more about
the News view, be sure to read What Is News?
Custom News Streams
These streams are designed by your community
manager to bring you the latest news and
information. These are the streams listed next to
the News stream in the top ribbon. For example,
you could have a stream there called "CEO's Blog"
or "My Department." Note that you can't delete
these streams or change the email notifications
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settings for them (like you can with your own
custom streams).
Following Stream
This stream shows the activity of people, places,
and content that you are following in the community.
If you are new to the community, you might want
to browse through People > All to begin following
your teammates or other people who interest
you. To see who you're following, click People >
Following.
Your Custom Streams
Click New Stream to create a custom stream
containing only activity related to the people,
places, and items you specify. You can have one
custom stream or several. For example, you might
create a "My Current Project" stream to follow
everything related to your current project. To learn
how to create custom streams, see Create a New
Stream.
All Activity: Most Recent Stream
This stream shows all public activity in your
community that you have permission to see.
Watching this can be useful if you are new to the
community and want to find people, places, and
content to add to your custom streams.
All Activity: Top & Trending Stream
This stream shows the most valuable and
interesting community activity. What you see here is
generating a lot of Likes and comments.
Your Inbox
Click the
button next to your avatar in the upper right corner to see your Inbox, which includes the following pages:
Inbox
Inbox includes updates to things you've participated
in: direct messages, @mentions, and shares, plus
any items you pulled in by following them in Inbox.
See Tips for Using Inbox for more details.
Your View
Your View lets you set up a page just for yourself so
you can get to your most-used items quickly. You
can change what you see from Your View whenever
you want. For example, you might want to update
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Your View when you change projects or teams,
or when you just want to watch new things in your
community. See Using Your View on page 34 to
learn how to set it up. Note that you won't see Your
View if your community manager has not enabled
the feature.
Actions
Actions reminds you to complete a task or action
item that's been assigned to you. See Tips for
Using Actions for more details.
What are Streams?
A stream shows you real-time updates of activity as people interact with content, people, and places in the
community.
You'll see streams on the News page and on the Activity page of any place. Streams are updated when
someone creates a document, replies to a blog post, posts a status update, and so on.
Here are some examples of activities that trigger new stream items for people, places, and content
that you're following in a stream:
•
Content: someone modifies the content item (for example edits, comments on, or replies to it).
•
People: someone posts a status update, creates a content item, or comments on a content item.
•
Places: someone updates content in the place (for example publishes a new document, edits a blog
post, shares content with a place, or comments on a document that lives in the place).
•
Tags: someone creates or modifies an item with a tag you're following in the stream, or adds the tag to
a content item.
Here are some ways you can track new activity
in your streams:
Activity Indicators
When there is new activity in your streams, such as
likes, comments, edits, or new content, you'll see an
indicator dot next to the stream name on your News
(Home) page. If you hover over the indicator, you'll
see a count of new activity for that stream since you
last viewed it.
Stream Views
When you select a stream, you are viewing all
activity, with the Most Recent content listed first. If
you want to view only the content you are following
in that stream, you can select Top & Trending, and
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Here are some ways you can track new activity
in your streams:
activity will be sorted by the most active content
since you last viewed the stream.
Update lines
As you are scrolling through your stream, you'll
see the End of New Updates line, so you'll know
when you've seen all the new activity for that
stream. Continue scrolling and you'll see the End of
Previous Updates line that shows you the updates
from last time you checked.
Here are some streams you can view to follow
activity in your community:
All Activity: Most Recent stream
You can see all public activity (that you have
permission to see) in this stream.
Custom streams
You can create your own custom streams that show
only the people, places, and content items you
select.
People and Place activity streams
Each person and place in the community has an
activity stream. You can see yours under your
profile, and places have a place-specific stream that
shows up on place pages.
News streams
News streams are those listed to the left of your
custom streams. They were created by your
community manager to help you see important
content. To learn more about how these streams
work, check out What is News?
News: Tips
The News page is the best place to explore the full range of what's happening in your community.
Use the following tips and tricks to get the most out of the News page:
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•
The Announcements banner shows critical headlines selected by your community manager. Just click
on a headline or Show Details to see the full article.
•
Any streams shown to the right of the News stream are streams curated just for you by your community
manager to keep you up to date on the most important community activity. You can't delete or edit
these streams like you can your custom streams.
•
Your Following stream is a built-in stream where you may already be automatically following some
of your colleagues. You can add to your Following stream any people, places, or content that you're
interested in. If you don't want to think about how to set up custom streams, Following is an easy way to
mark any and all activity you want to check into later.
•
Create a New Stream to focus on specific content, places, or people. For example, you might create a
stream to watch your team's activity and a project stream to follow activity about your current project.
•
Look at the All Activity: Top & Trending stream for the most valuable and interesting community activity.
You'll see content and people that are generating a lot of Likes and comments. Or, check out the All
Activity: Most Recent stream to see all public activity in your community that you have permission to
see. Both of these streams can be useful for adding new people and content to your custom streams.
•
Click the pin icon from any of your streams to make it the landing page whenever you click Home in the
main navigation.
To learn more about the News page, be sure to read the Using News on page 21 section.
Support Center
The Support Center provides easy access to common questions and help navigating certain employee
services. You won't see the Support link in the main navigation if your community manager has not
enabled the feature (alternatively, your community manager may change the name of Support).
Depending on how your community manager has Support Center set up, you could use it to learn more
about IT issues, HR benefits, or other areas important to you and other employees. Glance at the topics
presented there for you, or use search to look in the subset of information your community manager
gathered for you.
Inbox: Tips
Inbox shows replies, @mentions, messages, Latest Acclaim, and shares—plus any activity you decide
needs to show up in your Inbox by following it.
Your Inbox shows the activity that's most you-centric—the information that's sent directly to you and has
your name on it. This automatically includes @mentions, replies to discussions you're participating in,
content people share with you, your latest acclaim, new follower notifications, and direct messages.
To see a quick tour of the Inbox, click the following image:
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Depending on your preferences, everything that flows into your Inbox may result in email notifications. If
available in your community, you can adjust what's emailed to you. For more on this, see Customizing
Notifications on page 31.
Use the following tips and tricks to get the most out of your Inbox:
•
You can follow content items in your Inbox even if you haven't yet or don't want to participate directly.
From any of your streams, just click the content item, and then select Actions > Follow > Inbox >
Done. All updates and replies to that item will now flow into your Inbox.
•
Use the Filter drop-down menu in Inbox to sort the view to @mentions, messages, notifications, or
shares.
•
Click the Jane Doe box and enter a user's name to filter by participant. You'll see only the items that
include this person as a participant.
•
Manage your unread communications and follow-ups using the blue dot toggle next to messages you
haven't read yet and clicking Unread Only to see only the messages marked with the blue dot.
•
When you click the Split View icon in the top right of the Inbox stream and then select a message,
you'll see the content of the message in the lower pane and the list of messages in the upper pane.
•
Get rid of activity on any item that no longer interests you by clicking Hide new activity in the lower
pane of the split-pane view. The current activity stays in your Inbox, but you'll see no more update alerts
for that item. (Click Start following in Inbox to restore Inbox notifications for that item).
•
Keep in mind that if you are following a space in Inbox (new communities may not have spaces
available), you won't also be following its subspaces unless you separately decide to follow them in
Inbox.
•
Click the pin icon next to Inbox, Your View, or Actions to make it the landing page whenever you click
the
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button next to your avatar.
Actions: Tips
Your Actions area is focused on just what it sounds like: things you need to get done.
When you are assigned something to do, such as a task or something that's been Marked for Action for
you, you'll see an alert next to Actions in the left sidebar.
Use the following quick tips to use Actions effectively:
•
Click Action Items to see a list of your Action Items. From here, you can Resolve them, or bring in
other participants. To see the Action Items you have already resolved, click Resolved.
•
Click Tasks to see a list of tasks assigned to you, which you can sort by project. To see the tasks
you've completed, select View: Include completed. You can also Create a task from this page.
Alerts
Alerts let you know that there's new activity you might want to check out.
Glance around and you'll see numerical action alerts
that
indicate new activity. For example, if you see a number next to the Inbox icon,
,
you have new items in your Inbox.
Set Up Your Profile
Setting up your profile is the first step to participating in the community.
Your user profile provides community members with an easy way to learn about your skills and interests.
Your profile shows up in search results when community members search for keywords contained in your
profile. You can update your information at any time.
To set up your profile:
1. Click your avatar in the upper right corner and then click Edit profile.
2. Click the Avatar or Photos tab to change your avatar and to manage your photos. Your avatar and
other photos let people "meet" and recognize you in person. Your avatar lets community members
quickly associate your comments and status updates with a simple visual cue.
3. Click the Profile Details tab and fill in as much profile information as you like. Note that your profile
will be found when people search, so if you have professional roles or interests that would be useful
for others to know about, be sure to include them. You may not be able to edit certain fields, such as
username. Usually the community manager sets up these fields for you.
4. Click Privacy to edit your privacy settings. These control how different types of users see your profile.
For more information on privacy settings, see Securing Your Profile.
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5. Click Finished.
Update Your Status
Tell others what you're doing right now by typing a brief update in the What's going on? box at the top of
any stream. You can include an @mention, image, link, or YouTube link in your post.
Status updates are a quick, informal way to let people know you're active and engaged in the community,
for example, "Loved the company pizza at lunch today. Thanks @HR team!" or "Slogging through the
#TPS #report. Ugh!" You can post a status update for the entire community (default) or limit it to a specific
group. For more about status updates, be sure to read Status Update Tips & Tricks.
Add an Image, Link, or YouTube Link to Your Status Update
You can insert an image, link, or YouTube video link to your status update. This is a good way to share
information with people in your community.
To insert an image into your update, click the upload image icon, browse to and select the image you
want to insert, and then click Post to include it in your update. To insert a link, or a video that others can
click to open or play without leaving the community, click the link icon, type the entire link in the URL field,
including "http://", and then click Add . For sites that include images, you'll see an optional thumbnail
image that will post alongside your link: use the arrow keys to select a different thumbnail, or click the x at
the top right corner of the image to post your link with no image. When it looks the way you want it, click
Post. (You can also type the URL directly in the post box, then type a space and wait for the thumbnail to
populate.)
Add an @mention to Your Status Update
You can use an @mention in your status update to call out specific people, content, and places. This can
be helpful if you want to point someone to a specific item or make sure someone gets your update in their
Inbox. When you @mention a person in your status update, the update will appear in that person's Inbox.
Filter for Status Updates
If you want to see a specific person's status updates, go to their profile page and click Activity > Status
Updates.
Join a Group
Joining and participating in a group helps you become involved in your community.
A group is a place for you to connect with people who share an interest. Groups can be about anything
from human resources informational groups to after-work sports groups. People join a group to participate
in discussions, keep track of the group-related documents, and remain aware of the group's activities.
There are four types of groups. Depending on how your community is set up, your group options are
slightly different. For more detail, see Types of Groups on page 55. You can browse most of the groups
in your community from the Places page and find groups of interest: groups anyone can fully participate
in are called Public or Open. Other groups require you to be a member to participate in certain ways.
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Depending on how a group is set up, you may have to join it before you can collaborate on content in that
group. Some groups require you to be a member in order to see any activity or content in a group, and still
others are invisible unless you get an invitation.
To find some groups to participate in:
1. In the main navigation, click your avatar and then Your Places.
2. Select All in the left pane.
3. Use the filtering options to find groups that interest you. For example, type accounting in the Filter by
text area to find all accounting-related groups.
4. Select Groups to see a list of all the groups in your community.
5. Select a group type in the All group types drop-down list to view only those groups. You see the
following options for group type:
Option
Description
Public Group (or Open Group)
Click through and participate, or follow the group
to see updates from the group in your streams.
(Public groups don't have members.)
Public Restricted Group (or Members Only)
Click through and participate. You can reply
or comment and create some kinds of content
without joining the group, but for full authorship
rights, you need to be approved for membership
by a member of the group.
Private Group
Request membership if you want to see what's in
a private group. The group owner must approve
your membership.
Private Unlisted Group (or Secret)
You must be invited to this group in order to see it.
6. Click the group title to open and look at the group.
Restriction: You won't see any secret (also known as Private: unlisted) groups here because
can't see them unless you are invited to the group.
If you click on a private group, you can Ask to join this group.
To join the other types of groups that require membership, go to the group's landing page, then go to
Actions > Join group.
Rate, Like, and Mark Content
Rate, like, and mark content so others know it's useful.
Good content deserves attention. You can help improve the popularity of a blog post, discussion,
document, or other type of content by rating and liking it. Popularity determines whether a piece of content
is promoted in certain content tiles, for example, the Popular Content and Answered Questions tiles.
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The more people who view, like, and award 3- to 5-star ratings to a piece of content, the more popular it
becomes. Some communities may have rating or liking disabled for certain content types.
Marking content helps others quickly see what has been decided, marked for action, or was a success.
•
To like something, click Like or the thumbs up icon. Notice the like counter increments by one. Click on
the like counter to see who else liked the content. Likes also contribute to status rankings for the person
who created the content.
•
To rate something (if enabled), click the stars beneath My Rating at the end of a document, blog post,
or other type of content. You'll see the ratings counter increment by one and the average number of
stars that content has received.
•
To mark something, click Actions on a comment or reply. This helps others see which comment is the
Decision, needs Action, or is a Success. You can also mark a reply Helpful. Note that you may not see
all of these options depending on how your community manager has set up your community. To learn
more, be sure to read Using the Marking Feature on page 101.
Creating Content
Choose a content type based on your collaborative goals.
Click
to draft a discussion, question, document, blog post, or another type of content in Jive. Note that you may
not see the Create menu if your community manager has not enabled the feature.
Most collaborative activity occurs in discussions, questions, and documents. Blog posts are typically
used for viewpoint essays and other long-form communications that don't invite collaboration. For a more
detailed analysis of the differences between these types of content, see What's the difference between a
document, a blog post, a question, and a discussion?
Private and Public Content
By default, content you create is public in the community and searchable. The power of Jive is that
everyone in the community can benefit from shared content. However, in some cases, you may want to
limit who sees content and who can collaborate on it with you. For more information about deciding who
can see and collaborate on your documents, see Getting more out of documents. For more information
about private discussions, see Getting more out of discussions and questions. Or, you can choose to
publish your content in a private social group that limits content to approved members.
For more information, you might want to read the help topics starting with Public and Private
Communication.
| Using a Jive Community | 15
Monitoring Your Content
You'll automatically follow all content that you create, so you'll receive an update in your Inbox whenever
anyone responds to your content or, if it's a document, changes it. You can also delete any comments on
your content, as well as delete the content entirely.
Participate!
Comment on content or join a discussion to engage with other users in the community.
Collaboration is your main activity in Jive. When you look around your community and discover documents
and conversations, you'll want to take advantage of the opportunity to comment and collaborate. The
following guidelines can help you get started with participating:
•
Commenting is as simple as clicking Add a Comment or Reply at the bottom of a document, blog
post, question, or discussion. You can reply to an individual message in a thread or to the original post.
Everyone reading the thread will see your response.
•
Documents have owners who control whether you can change the content of the document, comment
on it, or even see it. You may be able to see documents that you don't have permission to comment on
or participate in. If you think you should be able to comment on a document and you can't, contact the
author and ask for permission.
•
If you can edit a document, you'll see Edit near the Actions menu.
•
A comment or reply may have a badge showing Decision, Action Item, or Success. These badges help
you avoid endless discussion and quickly determine the state or outcome of the conversation. To learn
more about this feature, be sure to read Using the Marking Feature on page 101.
•
Comments and replies may also be Liked or marked Helpful. These are tallied for reporting activity in
places, or the entire community.
•
A badge shows others how helpful someone has been to you. To give someone a badge, just go to
their profile page and click Actions > Give Badge.
Shout Out to People, Places, and Things
Using @mention, you can alert people, places, and groups that you're talking about them.
When you create, or comment on, content in your community, you have the ability to @mention a
person, place, or piece of content. You might say, "Trivia Night was a success for Team Chaos!
@Trivia_Night_Group" or "@Joey_Ramone and @Johnny_Ramone, please check out my question @Why
is the Submit form not working today?
When someone is @mentioned in a piece of content, a notification of the activity flows into their Inbox.
Members and followers of groups you mention will be notified in their Following stream and in any other
streams that are following that group.
1. Type the "@" symbol (or click @ Mention if you are using the content editor).
A search dialog opens and suggests possible matches. Scroll through the list of people, places, and
content. To narrow matches, use an underscore (_) as a space. For example, @Mike_D would match
the Mikes whose last name begins with "D."
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2. Select the correct match from the list.
A link to the person or place that you chose will show up in your content. When you publish your
content, the people and places that were @mentioned will be notified.
Find Stuff You Need
Here's a quick guide for learning how to find stuff you need.
You can make use of the following ways to keep track of, and find, everything that's important to you. And
remember, as you develop behavior patterns in the community, Jive will recommend relevant content,
people, and places based on your activity.
For more searching tips and tricks, be sure to read the topics in the Finding People, Places, and Content
section.
Tip: Browse the people and places that your co-worker or someone with similar interests follows
by going to their profile page and click Content/People/Places > Following. This is a great way to
find things you might also want to follow.
Search for something specific:
Let Jive finish your thought with its predictive
searching feature. When you click the Spotlight
search in the upper right and then start typing,
Jive will search everything in your community and
return the most closely related items. You can scroll
the Content list to find what you need. Or click
something listed below People or Places.
Browse for something more general:
There are a few ways you can browse people,
places, and content, depending on how your
community manager has set things up. To browse
your own content and places you follow, click your
avatar in the upper right and then Your Content
or Your Places. Once you get there, you can
use the options in the left sidebar to narrow the
results by how they relate to you. For example, did
you author the content? Did you participate in the
discussion? Or, do you want to look at all content in
the community?
To browse people, click either the Browse or
People button in your main navigation menu. From
there you can sort people by your Followers, Org
Chart, and so on, using the links in the left sidebar.
Filter what you're browsing:
Once you're browsing, you have even more sorting,
filtering and keyword search options, including
| Using a Jive Community | 17
things like sort by date, filter by tags, or search
specific text, which all help you find what you need
as quickly as possible. For more on filtering, see
Browse and Filter Content, People, and Places.
Bookmark items:
From any piece of content, you can create a
bookmark by clicking Actions > Bookmark
from the upper right-hand menu. Later, to see
the content you've bookmarked, just click the
Spotlight search at the top right. From there, click
Bookmarks. If you don't see your bookmarked item
listed there, click Show all my bookmarks. Be sure
to read Using Bookmarks to learn how to bookmark
like a pro.
See your History and Suggestions:
You can look at your Jive browsing history by
clicking the Spotlight Search at the top right and
then selecting History. If you don't see what you
need from the list, click Show all my recently
viewed content. You can also click Suggestions
to see your frequently viewed items.
Pinning Pages for Quick Access
You can pin any of your streams to the News (or Home) button and any of your Inbox pages (Inbox, Your
View, or Actions) to the Inbox icon. You can also pin either News or Inbox to your community logo. This
makes it faster to get to your favorite pages.
Home or News
Depending on how your community manager has
set up your community, you can pin any of the
streams listed on your News page to the Home or
News button. Just click the stream name you want
to set and then the pin icon in the upper right of the
stream. Now when you click Home or News from
anywhere in the application, you'll be taken right to
the page you pinned. Yay!
To restore the News stream as the default Home or
News view, go to the currently pinned stream and
un-pin it by clicking the pin icon.
You can pin any of the pages listed on your Inbox
page to the Inbox notification icon, including Inbox,
(Inbox)
Your View, and Actions. Click the button and then
the pin icon next to the page's name in the left
| Using a Jive Community | 18
sidebar. Now when you click the Inbox notification
icon from anywhere in the application, you'll be
taken right to the page you pinned.
Community Logo
To pin Home, News, or Inbox to your community
logo, click your user avatar in the upper right and
then Preferences. Under Personal Landing Page,
select either Home, News, or Inbox, and then click
Save. You may only see a couple of these options,
depending on how your community manager has
set up the community.
Now, if you want a specific News stream to show
when you click the logo, click the news stream
you want to pin, and then its pin icon. Click your
community logo from anywhere in the application
and...voilà!
Using Jive in a Mobile Browser
Jive delivers an awesome community experience to smaller screens, too. The mobile browser features
simple navigation with large buttons that are better suited for touch screens. You won't see options that are
too complex or take up too much real estate on a mobile device.
To visit your community from a mobile browser, just enter your community's URL into the built-in browser
of your device and log in. Note that you can see the same narrow interface on the desktop version by
making your desktop browser smaller.
Here's what you can do from the mobile browser:
Read and interact with your streams and Inbox
Just like in the desktop version, you can cruise
through and interact with your streams, and read
and respond to your Inbox items.
Create most content types
Create all sorts of content from your mobile device,
for example, ideas, blog posts, documents, and so
on.
Search and filter
Tap the magnifying glass, enter your search term,
and then click the down-arrow to filter by Content,
People, or Places, and/or the time period of the last
modification.
Access and use places like a pro
Follow, join, or leave places from the mobile
browser. You can also see a place's activity,
content, people, and any subspaces, projects,
and custom pages the place may have. To sort
| Using a Jive Community | 19
the content in a place, just click Content and then
an icon: documents, discussions, blogs, or polls.
If you're looking for the tiles on a group's activity
page, be sure to scroll all the way down to see
them.
Note: Some content and functionality only make sense in the wider desktop view, so you won't see
some things cluttering up the smaller space. Also, iPads will always benefit from the full functionality
of a wide-screen view.
Known Issues
•
The mobile browser does not work on Blackberry devices.
•
Older Android browsers struggle with content creation. You can resolve this by upgrading your Android
operating system and using Chrome to browse your community.
Quick Tour from a Mobile Browser
Here's a quick visual tour to help you learn how to navigate your community from the built-in browser on
your mobile device (or a narrow desktop screen).
If you're totally new to Jive, check out the Get Started guides that walk you through the key tasks such as
posting a status update, connecting with colleagues, and joining a group. Otherwise, to jump right in from
your mobile device, just enter the URL of your community into the built-in browser, and then:
See what's new
When you first log in using a mobile browser, you'll
see the latest posting from News, as you see to
the right. To see your streams, tap the down-arrow.
You can go to any of them by tapping one.
| Using a Jive Community | 20
Check out your Inbox
If you see a blue alert next to the person icon, you
have something unread in your Inbox. You could
also go to Your Content and Your Places from here.
You could also log out from here, but why would
you want to do that?
Create content
Create all kinds of content right from the mobile
browser. You can publish it for specific people, in a
place, or the entire community.
| Using a Jive Community | 21
Find what you're looking for
You can search from your mobile browser by
tapping the magnifying glass in the upper right
corner. After you enter your search terms, click the
down-arrow to filter by Content, People, or Places,
and/or the time period of the last modification. Note
that we decided that a narrow-screen search should
be just about search, so you won't see Bookmarks
or Recently Viewed Content taking up precious real
estate here.
Finally, you can find your red stapler.
Using News
The News page functions as a central news page for your community. It features a variety of streams and
tiles designed to bring you the latest news and information.
What Is News?
News is the central place for you to see what's happening in the community.
The News page features a variety of streams created for you by your community manager, designed to
direct you to content, people, and places that pertain directly to you. You'll also see your Following stream,
any custom streams you have created, and the All Activity streams, which show recent activity from all over
the community that you have permission to see. You can see these streams individually by clicking the
link to a stream in the top navigation and scrolling down the page, or you can use the main News view to
overview the latest items in each stream in a combined block view. Each block has a header that shows
what stream the item came from.
| Using a Jive Community | 22
Note: The News page responds to browser width by adjusting to fit all your streams, so your
top navigation may differ slightly from browser to browser or from screen shots in this Help. For
example, you may see your News subscription streams listed individually or collapsed into a dropdown menu.
You can pin any of the streams listed on your News page to either the News or Home button, depending
on how your community manager has set up the main navigation ribbon in your community. Just click
the pin icon from the desired stream's page. Now when you click Home or News from anywhere in the
application, you'll be taken right to the page you pinned.
The News page also features a variety of tiles to help you find important people, places, and content
quickly. The Trending Content and Trending People tiles are included by default, but may be removed by
your community manager.
Here's an overview of what you'll see on the News page. For a quick visual tour of the News interface, click
here.
News (top-level view)
The News view aggregates and displays content
posted in your News and Following streams.
However, unlike your streams, the News page
does not show content updates and comments
in a stream view. Content that gets updated or
interacted with is not bumped to the top of the News
view. The News view shows only new things.
Content is pulled in and displayed in the News view
in the order in which your streams are displayed to
the right of News. Duplicated content is removed
if it's already being pulled in from a higher-order
stream. Content you've read (by clicking-through
to it either from your desktop or a mobile version
of Jive) will stay in News for 2 days before going
away. Content you haven't yet read will stay for 10
days. Because the News streams are designed just
for you, you won't see the same content pulled into
the News view that others will see.
News streams
These are the streams you see listed when you
expand the menu under News. These streams are
created and managed by your community manager
or people with Manage News Streams permissions.
Because these streams are designed just for you,
you may not see the same News streams or the
same content in them that others see. To learn
| Using a Jive Community | 23
more, be sure to read What Are News Streams? on
page 23
All Activity: Top & Trending stream
Check out this stream to get a feel for what's
happening right now.
All Activity: Most Recent stream
This stream shows you all community updates that
you have permission to see as they are posted
in real time. Scrolling through this stream can be
useful for adding new people and content to your
Following or custom streams.
Following
When you start following people, places, and
content items, they are automatically added to this
stream. Use this stream if you just want to check in
throughout the day but not create a lot of custom
streams. This stream is included for you by default,
and you can add to or delete content, people, and
places from it.
Your custom streams
If you've created any custom streams, you'll see
those listed to the right of Following. Custom
streams can be a great way to keep up with the
content, people, and places that matter most to
you in your community. Here are some examples
of custom streams you might want to create for
yourself.
For a quick visual tour of the custom streams
interface, click here.
What Are News Streams?
News streams are configured for you by your community manager and are designed to bring you the latest
news from your organization, department, team, or product.
Click News to find your News streams if they've been set up. Because they are designed just for you, you
may not see the same News streams or the same content in them that others see.
For example, everyone in your community may see the "CEO's Blog" stream that shows the latest blog
posts from your organization's CEO. However, only people in the Marketing department may have a
stream called "Marketing News" that shows activity from the Marketing space.
In addition, you might have a news stream based on your role in the community. For example, let's say
everyone has a stream called "What’s New," but what is displayed there will be different depending on your
role. Customers might see content pulled from the Special Promotions blog in their What's New stream, but
vendors might see content pulled from the New Solutions group.
| Using a Jive Community | 24
To learn more about streams and how they work, be sure to read What Are Streams?
Creating Custom Streams
You can create your own custom streams to help you keep up with the content, people, and places that
matter most to you in your community.
What are Streams?
A stream shows you real-time updates of activity as people interact with content, people, and places in the
community.
You'll see streams on the News page and on the Activity page of any place. Streams are updated when
someone creates a document, replies to a blog post, posts a status update, and so on.
Here are some examples of activities that trigger new stream items for people, places, and content
that you're following in a stream:
•
Content: someone modifies the content item (for example edits, comments on, or replies to it).
•
People: someone posts a status update, creates a content item, or comments on a content item.
•
Places: someone updates content in the place (for example publishes a new document, edits a blog
post, shares content with a place, or comments on a document that lives in the place).
•
Tags: someone creates or modifies an item with a tag you're following in the stream, or adds the tag to
a content item.
Here are some ways you can track new activity
in your streams:
Activity Indicators
When there is new activity in your streams, such as
likes, comments, edits, or new content, you'll see an
indicator dot next to the stream name on your News
(Home) page. If you hover over the indicator, you'll
see a count of new activity for that stream since you
last viewed it.
Stream Views
When you select a stream, you are viewing all
activity, with the Most Recent content listed first. If
you want to view only the content you are following
in that stream, you can select Top & Trending, and
activity will be sorted by the most active content
since you last viewed the stream.
| Using a Jive Community | 25
Here are some ways you can track new activity
in your streams:
Update lines
As you are scrolling through your stream, you'll
see the End of New Updates line, so you'll know
when you've seen all the new activity for that
stream. Continue scrolling and you'll see the End of
Previous Updates line that shows you the updates
from last time you checked.
Here are some streams you can view to follow
activity in your community:
All Activity: Most Recent stream
You can see all public activity (that you have
permission to see) in this stream.
Custom streams
You can create your own custom streams that show
only the people, places, and content items you
select.
People and Place activity streams
Each person and place in the community has an
activity stream. You can see yours under your
profile, and places have a place-specific stream that
shows up on place pages.
News streams
News streams are those listed to the left of your
custom streams. They were created by your
community manager to help you see important
content. To learn more about how these streams
work, check out What is News?
Create a Custom Stream
Follow these easy steps to create your own customized stream if available in your community.
1. From the Home or News page, click the plus sign to the right of the streams. You'll see a two-column
layout with suggested stream content on the right.
2. Enter a name for this stream, for example, Water Cooler, New Products, Team Activity, and so on.
| Using a Jive Community | 26
3. Drag and drop items from the Suggested People and Places in the right column, add one or more tags
you want to follow, or use the Search box to find specific items you want to follow in this stream. For tips
about how to find and follow useful things, see Follow People, Places, and Content or Following a Tag
on page 49.
4. If you want to receive a notification every time there is a new item in this stream, select Mobile and/or
Email from Updates at the top of the page. The option to change your email notifications preferences
may be greyed-out and unavailable in your community. For more information, see Email or Stream
Notifications?
Tip: We strongly recommend leaving Email unselected, which is the default; otherwise, your
email notifications could get overwhelming pretty quickly.
Note: Mobile notifications go to the Jive Mobile app if you have it installed on your Android or
iOS device, or to the Jive Daily app if your community uses it. If you don't have one of these
apps, mobile notifications don't have any effect.
5. To save this new stream, click Done.
You can add to, edit, or delete this stream any time you want.
Examples of Custom Streams
Here are some examples of custom streams you might create, depending on your role in the organization
or how you want to check in on community activity throughout the day.
Consider creating and organizing your custom streams based on the following strategies. Try using a
combination of these to develop the best approach for your unique needs.
My Stream
Create a stream where you follow yourself. This can
help you get to your most-used items quickly.
Priority Streams
You might create streams for Immediate, Soon,
and Later. You could check Immediate often, Soon
occasionally, and so on. In Immediate, follow your
high-priority people, places, and content items. In
Soon, follow your less urgent people, places, and
content items. This kind of organization can be
good if you like to read some things later, but don't
want to miss your high-priority things as they are
posted.
Content Streams
You could create an Awesome Blogs stream where
you follow the blogs of the CEO, CTO, and VP of
your department.
Can't Miss
This stream can be very handy if you're in and out
of the community a lot, and especially if you're out
of the office for a few days. Add to this stream only
critical items that you just can't miss. Then, make
| Using a Jive Community | 27
sure to select Email or Mobile from Updates so
you receive notifications when activity happens in
this stream. You can also select your notification
preferences by clicking your avatar > Preferences.
Note: The option to change your email
notifications preferences may be greyed-out
and unavailable in your community.
Team and Product Streams
Add to these streams the people you work with,
the content you all are working on, and the places
where your team most frequently posts. Or, create
just one good Team and Product stream to check
throughout the day for updates from your team and
the product you're working on.
Following Stream
When you start following people, places, and
content items, they are automatically added to this
stream. Use this stream if you just want to check in
throughout the day but not create a lot of custom
streams. This stream is included for you by default,
and you can add to or delete content, people, and
places from it.
Tag Streams
Follow tags that make sense for you. You can
create an entire stream for one tag, or add tags
to optimize your existing streams. If you're a QA
Engineer, you might add the #test tag to your
stream that already follows the QA Group.
Here are more specific streams that you might create, depending on your role in the organization.
If you work in the Engineering department, you might create the following new streams:
•
Email Watches - Follow critical items here and then make sure to select Email or Mobile from Updates
so you receive notifications when activity happens in this stream. You can also select your notification
preferences by clicking your avatar > Preferences. Use this stream wisely so that you don't create an
email nightmare for yourself.
Note: The option to change your email notifications preferences may be greyed-out and
unavailable in your community.
•
Product A - Follow everything related to one of the products you're working on.
•
Product B - Follow everything related to another product you're working on.
•
Team - Follow everyone on your team so that you stay current with their activities.
•
Research - Follow things related to your next big product idea.
•
Awesome Blogs - Follow blogs that you like.
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•
Water Cooler - Never miss a good joke or an after-hours trip to the pub. Follow fun people, content
items that are amusing, and community places where people organize social events.
If you work in the Accounting department, you might create these streams:
•
Customer Account A - Follow everything related to one of the customer accounts you're working on.
•
Customer Account B - Follow everything related to another customer account you're working on.
•
Team - Follow everyone on your team so that you stay current with their activities.
•
Sarbanes-Oxley - Follow people, places, and content items in your community related to SarbanesOxley so you don't miss important new regulations or processes.
•
Latest Wins - Follow the place where your latest wins are reported. You might also follow the VP of
Sales and the blogs of Sales team members here.
•
Email Watches - Follow critical items here and then make sure to select Email or Mobile from Updates
so you receive notifications when activity happens in this stream. You can also select your notification
preferences by clicking your avatar > Preferences. Use this stream wisely so that you don't create an
email nightmare for yourself.
Note: The option to change your email notifications preferences may be greyed-out and
unavailable in your community.
If you work in the Sales department, you might create these streams:
•
My Region - Follow everyone working in your region, plus all of the places you and they post most
often.
•
Central Region
•
West Region
•
Marketing for Product A - Follow the people, places, and content related to the marketing of Product A.
•
Marketing for Product B
•
Exec Blogs - Follow the blogs of the CEO, CMO, SVP of Sales, and other leaders who matter most to
you.
•
Can't Miss - Follow critical items here and then make sure to select Email or Mobile from Updates
so you receive notifications when activity happens in this stream. You can also select your notification
preferences by clicking your avatar > Preferences. Use this stream wisely so that you don't create an
email nightmare for yourself.
Note: The option to change your email notifications preferences may be greyed-out and
unavailable in your community.
•
Comic Relief - Follow entertaining people and places where people post funny stories and videos.
Tips for Finding Things to Follow
Here are some tips for finding useful activity to follow in your community.
•
Browse the content, people, or places that your co-worker or someone with similar interests follows by
clicking Places or People on their profile page. This way you can quickly find things and people you
should also follow. It can also be helpful to look at their Bookmarks.
| Using a Jive Community | 29
•
Read the All Activity: Top & Trending stream on the News page to see what other people are excited
about.
•
Browse for items using the People browse in the main navigation or Your Content or Your Places
in your user profile menu in the upper right. Once you're browsing, type keywords into the filter box to
narrow your results. To learn how to browse and filter like a pro, see Browse and Filter Content, People,
and Places.
•
Use Search to find things that interest you. To learn how search works, see Using the Spotlight Search.
•
Try following a tag. Note, however, that this can be tricky because tags are assigned by people all over
the community, so you may not know how other people are tagging content, places, and people.
Start Following People, Places, and Content
There are several ways to begin following a piece of content, a person, or a place in the community. Here
are some easy ways to get started.
•
From any stream you're reading, hover your mouse over a person's name or avatar, or the name of a
place, and click Follow. You can then select the stream in which you want to follow the person or place.
•
Use the Browse menus. Click People from the top navigation menu (may also be nested under the
Browse button), or click Your Content or Your Places from the menu under your avatar, then browse
for things to follow. Be sure to check the Recommended tab to see recommendations based on your
individual activity and connections in the community. When you see an item you want to follow, click
on its gear icon and then Follow. Then select the stream in which you want to follow the content item,
person, or place.
•
Use the Search feature. Search for keywords of things that might interest you. When you find
something you want to follow, click on the item. From there, click Actions > Follow. Then select the
stream in which you want to follow the content item, person, or place.
Stop Following People, Places, or a Piece of Content
To stop following something, go to the item and then click Actions > Following In. You can also unselect
the streams from which you want to stop following the person, place, or content item. You will no longer
see updates for that person, place, or content item in those streams. Those updates will still appear in the
Most Recent stream, however, because that stream shows all public activity in the community.
You can also go to the stream and click the edit icon above the stream. From here, click the "x" next to
items in the left column that you want to remove from your stream.
Email or Stream Notifications?
Here's help figuring out when you want to be notified about new activity in your streams and when you
don't.
Stream and Inbox notifications
Part of the power of your community is the ability to "live" in it for most of your working hours. You can
keep track of activity in your community without ever leaving it through notifications in your community
Inbox and through streams.
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Inbox notifications
When you collaborate on content in your
community, you're automatically notified in your Jive
Inbox when updates are made to that content.
Stream notifications
If there is content that you want to watch but have
not directly collaborated on, you can follow it in a
stream. When there is new activity in your streams,
such as likes, comments, edits or new content,
you'll see an indicator dot next to the stream name
on your News (Home) page. If you hover over the
indicator, you'll see a count of new activity for that
stream since you last viewed it.
Tip: Relying on these notifications can save you time and cut down on your emails.
Email notifications
If you want to receive email notifications, do so prudently. You may find that you rapidly accumulate
hundreds of email messages in a busy community, since you'll get an email every time that stream is
updated.
To receive emails in addition to Inbox and stream notifications, click your avatar > Preferences, answer
Yes to Receive email or mobile notifications when there is activity in the community?, and select
Email next to your Inbox or streams.
Note: The option to change your email notification preferences may be unavailable in your
community.
Here are some good email notification strategies:
•
On your Preferences page, answer No to Receive email or mobile notifications when there is
activity in the community? (This option may be unavailable in your community.) Spend one hundred
percent of your time in the community. You'll never miss an email when you keep an eye on updates in
the community.
•
Receive emails for the News Digest only. Click your avatar > Preferences, answer Yes to Receive
notifications?, and select Email for News Digest. (This option may be unavailable in your
community.) You can change the frequency that you receive this digest from the drop-down list.
•
Create an Email Watches stream and only follow critical items. Then, on your Preferences page,
answer Yes to Receive email or mobile notifications when there is activity in the community? and
select Email for that stream. (This option may be unavailable in your community.) This stream can be
| Using a Jive Community | 31
helpful when you're away from the community for a few days or if you want to watch something that you
haven't directly collaborated on.
•
Change the frequency of your email notifications. On your Preferences page, answer Yes to Receive
email or mobile notifications when there is activity in the community? (This option may be
unavailable in your community.) Select a summary option from the drop-down list next to your Inbox
and streams. Instead of receiving an email for every update, you'll receive a digest of updates.
Customizing Notifications
You can set notifications for any of your streams and for your Inbox, so that you receive an email or
mobile app notification each time a person, place, or item posts an update or you have Inbox activity. Your
community may override notifications, so don't be surprised if these options are unavailable.
Note: Mobile notifications go to the Jive Mobile app if you have it installed on your Android or
iOS device, or to the Jive Daily app if your community uses it. If you don't have one of these apps,
mobile notifications don't have any effect.
There are a few ways to set your notifications:
From the unsubscribe link in the email
If your community manager has enabled this
feature, you can click the unsubscribe link so
you will no longer receive notifications. It switches
the Receive notifications? option to No on your
Preferences page.
When you're viewing or editing a stream
Select the stream, click
,
select Mobile and/or Email from Updates at the top
of the page, and click Done.
From your Preferences page
Click your avatar > Preferences, and answer Yes
to Receive email or mobile notifications when
there is activity in the community? Please note
that the option to change your email notification
preferences may be unavailable in your community.
Then, you can select Email or Mobile notifications
for each stream and your Inbox, and you can select
the frequency of notifications for each from the
drop-down list. Scroll to the bottom of the page and
click Save when you're done.
Caution: When you select All Activity,
you'll get an email every time that stream or
Inbox is updated. We recommend leaving
Email unselected or choosing one of the
summary options from the drop-down list;
| Using a Jive Community | 32
otherwise, your email notifications could get
overwhelming pretty quickly.
Important: If available in your community, you must answer Yes to Receive email or mobile
notifications when there is activity in the community? on your Preferences page before you
can select notification preferences and frequency for the Inbox and streams listed in the table
below.
Note: If available, select Include body of content in email if you'd like your email notifications to
include the full text of the item you're being notified about.
Notification for Inbox Activity
When you select Email or Mobile
Preferences
Inbox: Activity
Receive a notification when content you create or participate in is
updated.
Inbox: Direct Social Actions
Receive a notification when someone @mentions you, shares
content with you, or sends you a message in the community.
Inbox: Alerts
Receive a notification when you have a new task, a new follower, or
a new skills endorsement.
Inbox: Moderation
Receive a notification when you have content to moderate (if you're a
content moderator).
Following
Receive a notification when a followed person, place, or item posts
an update.
Custom streams
Receive a notification when new activity is posted in your custom
stream(s).
News Digest
Receive a summary of community news. To learn what is included in
the digest, see News Digest.
Remember: You can choose the frequency of these notifications from the drop-down list next to
each Inbox or stream.
Add to a Custom Stream
Quickly add content, people, and places to any of your custom streams and your Following stream using
any of these methods.
Tip: If you are already following something in a stream, you'll see the notation "Following in". If
you're not following it, it will show "Follow".
•
From any stream you're reading, hover your mouse over a person's name or avatar, or the name of a
place, and click Follow. You can then select the stream in which you want to follow the person or place.
•
Use the Browse menus. Click People from the top navigation menu (may also be nested under the
Browse button), or click Your Content or Your Places from the menu under your avatar, then browse
| Using a Jive Community | 33
for things to follow. Be sure to check the Recommended tab to see recommendations based on your
individual activity and connections in the community. When you see an item you want to follow, click
on its gear icon and then Follow. Then select the stream in which you want to follow the content item,
person, or place.
•
Use the Search feature. Search for keywords of things that might interest you. When you find
something you want to follow, click on the item. From there, click Actions > Follow. Then select the
stream in which you want to follow the content item, person, or place.
Edit a Custom Stream
As your projects and interests change over time, so should your custom streams. Edit them to match what
you need from the community at any given time. You can also delete a custom stream.
Your streams should change over time as you add and remove people, places, and content from them,
depending on what you're working on and how your team, products, and tasks change over time. From
any of your streams, you can hover over a place name or person's name and selectFollowing > Stop
Following or select the stream(s) you want to follow it in. For content items, click the name of the item, and
then select Actions > Follow and select or unselect the streams you'll see it in.
To edit a stream, select it and click the pencil icon. Now drag and drop items into the stream or click the
small "x" to remove items from the stream. When you're finished, click Done.
To delete a stream, select it, click the small "x" and then click Delete.
Why Am I Seeing This in My Stream?
Understand why you are seeing something in a stream with these sanity-checks.
Here are some examples of activities that trigger new stream items for people, places, and content
that you're following in a stream:
•
Content: someone modifies the content item (for example edits, comments on, or replies to it).
•
People: someone posts a status update, creates a content item, or comments on a content item.
•
Places: someone updates content in the place (for example publishes a new document, edits a blog
post, shares content with a place, or comments on a document that lives in the place).
•
Tags: someone creates or modifies an item with a tag you're following in the stream, or adds the tag to
a content item.
If you are seeing something in your stream that you don't think you are following, ask yourself these
questions:
•
Am I following the person who posted the item?
•
Am I following the place where the item was posted?
•
Am I following this content item?
If you discover that you are following the person, place, or content item in your Following stream or any
of your custom streams, but you don't want to, go to or hover over the person, place, or content and click
Stop Following.
| Using a Jive Community | 34
Your News streams (those listed when you click News) were created by other people, so you'll have to ask
them about any unexpected content you see in your News streams.
A common question is why you're getting email notifications on activity you're not interested in. Note that
each of your custom streams (those listed to the right of Following) has a configuration setting to enable or
disable email notifications. To learn more, be sure to read Email or Stream Notifications? on page 29
Using Your View
Your View lets you customize a page just for yourself so you can get to your most used items quickly.
To find Your View, click the
icon. You can change what you see from Your View whenever you want. For example, you might want to
update Your View when you change projects or teams, or when you just want to watch new things in your
community.
Note that you won't see Your View if your community manager has not enabled the feature.
Setting Up Your View
Your View is pre-populated with a few tiles to get you started, but you can edit these or remove them
altogether. You can also add new tiles that you select and configure to suit your specific needs.
To go to Your View, click the
icon in the main navigation banner (if you're using a customer- or other externally-oriented community,
you'll need to first click your avatar in the upper right corner, then Activity & Inbox to see Your View in the
left sidebar). By default, you'll see the following tiles in Your View:
•
Frequently Viewed
•
Latest Blog Posts (You won't see this tile if your community manager has disabled blogs in your
community.)
•
Trending Content
•
Key Content and Places
You can edit these to display things you want by clicking Edit page and then the gear icon on the tile and
adding links to the tiles. You can also move the tiles up and down on the page by clicking the up and down
arrows on each tile.
To pin Your View to the bell button, click the pin icon next to the words Your View in the left sidebar. Now,
when you click the bell button in the main navigation banner, you'll go right to Your View. This can be
helpful if you design Your View with links to your most visited items. But, Your View is totally up to you, so
design it, and change it, however and whenever you like.
| Using a Jive Community | 35
Adding a Tile to Your View
Add a new tile to Your View in a few easy steps.
1. Click Your View in the left sidebar. If you're using a customer- or other externally-oriented community,
you'll need to first click your avatar in the upper right corner, then Activity & Inbox to see Your View in
the left sidebar.
2. Click Edit page in the upper right corner.
3. Click Add a tile.
4. Select a tile to add to your page. Note that the tiles are organized by category: Content, People, Places,
or Other. To see a complete list of the tiles you can display on Your View, be sure to see the Your View
Tile Reference on page 36.
5. Configure the tile. Typically, that means adding links to it. You can also move the tiles up and down on
the page by clicking the up and down arrows on each tile.
6. Apply your tile changes when you're finished. And don't forget to Save your changes to the Your View
page.
What is a Tile?
Tiles display useful information in activity and custom pages for places, News page, and Your View.
•
You have plenty of options to choose from when adding a tile to a place. Look through the categories to
see all of your options.
Two useful tiles that you can choose are the Top Participants and Upcoming Events tiles:
| Using a Jive Community | 36
•
Different tiles are available by default in different places. Activity and Custom pages, News, and Your
View all have different tile options.
Note: If you own the place, you can choose whether or not to show these default tiles, and you
can also add different tiles.
•
You can use a tile as is or customize it to display specific information.
Your View Tile Reference
Here's a complete list of the tiles available in Your View.
Note: Tiles with an asterisk * are only available in narrow width tiles.
| Using a Jive Community | 37
Collaboration Tiles
Tile
Description
Dependencies
Narrow Column
Wide Column
Document
Shows a full preview of a
Content added manually.
#
#
Viewer
document you choose to
Content added manually.
#
Content added manually.
#
display.
Helpful Links*
Build a list of key items
for quick reference. Links
can be internal to your
community or external
URLs.
Key Dates*
Show selected dates for
your team.
Graphic Elements Tiles
Tile
Description
Dependencies
Narrow Column
Gauge*
Show any kind of status
Set manually.
#
Content added manually.
#
Wide Column
on a gauge.
Video (External)
Shows a manually
selected video from an
external, non-community
source.
#
| Using a Jive Community | 38
Custom List Tiles
Tile
Description
Dependencies
Expandable
Shows links to community Content added manually.
Sections
content under collapsible
Narrow Column
Wide Column
#
#
headings.
Featured
Build a list of important
People*
people for your place.
Helpful Links*
Build a list of key items
Content added manually.
#
Content added manually.
#
Content added manually.
#
for quick reference. Links
can be internal to your
community or external
URLs.
Key Content and Displays a list of content
Places*
and places that you can
edit and manage yourself.
Dynamic List Tiles
Tile
Description
Frequently
Shows the people, places, Relies on an algorithm.
Viewed
and content you visit
most.
Dependencies
Narrow Column
Wide Column
#
#
| Using a Jive Community | 39
Tile
Description
Dependencies
Latest Blog
Shows the newest blog
Content added manually.
Posts
posts in your community.
Narrow Column
Wide Column
#
#
#
#
(You won't see this tile if
your community manager
has disabled blogs in your
community.)
Recently Viewed Shows the people, places, Relies on an algorithm.
and content you viewed
recently.
Similar Places*
Super List
Shows places with the
Relies on content being
same tags.
tagged.
Shows an updated,
Relies on a query: click
filtered view of content,
Use this view in a tile at
people, or places.
the bottom of any People,
#
#
#
Places, or Content
browsing result.
Tagged Content* Displays content that
Relies on content being
matches specific tags.
tagged.
Trending
Shows content that's
Relies on an algorithm.
Content
attracting views and
interactions.
#
#
#
| Using a Jive Community | 40
Support
Tile
Description
Dependencies
Narrow Column
Helpful Links*
Build a list of key items
Content added manually.
#
Shows an updated,
Relies on a query: click
#
filtered view of content,
Use this view in a tile at
people, or places.
the bottom of any People,
Wide Column
for quick reference. Links
can be internal to your
community or external
URLs.
Super List
#
Places, or Content
browsing result.
Finding People, Places, and Content
Jive includes several search features to help you quickly find what you're looking for, or just to browse
through content, people, and places. The following topics will help you understand which feature best suits
your searching goal.
Search and Browse Features
Here is an overview of Jive's search and browse features. And remember, as you interact in the
community, Jive will keep track of your interests and connections and recommend relevant content,
people, and places.
Search for something specific using keywords
See how to use the Spotlight Search.
in the Spotlight Search:
View your History and Recently Viewed items:
To see your Jive browsing history, click the search
icon, and then select History. To see your recently
viewed items, click Show all my recently viewed
content.
Search for something within a Place:
If you know something is saved in a specific place,
you can limit your spotlight search to just that place.
First, go to the place. Then, type your keyword into
| Using a Jive Community | 41
the search box and select Show: Only for [this
Place].
Search for someone's content:
If you know someone authored a document or
participated in a discussion but you can't remember
any keywords from the discussion, go to the
person's profile and click Content. From there,
browse through their recent content creations,
discussion comments, and so on, to find what
you're looking for.
Find places by categories
Click your avatar > Your Places, and then pull
down the All menu to select a predefined place
category. (This will work only if your community
manager set up place categories.)
Browse and filter Content, People, and Places:
Click People in the top site navigation bar (it may
be nested under the Browse button), or in the menu
under your avatar, click Your Content or Your
Places. Once you get there, use the left navigation
to refine the results by how they relate to you. For
more on filtering, see Browse and Filter People,
Places, and Content.
Bookmark useful content and look at your
You can bookmark any piece of content and
Bookmarks:
then look at your most recent bookmarks later by
clicking the Spotlight search at the top right and
then Bookmarks. To browse through all of your
bookmarks, click Show all my bookmarks. From
there, you can see the bookmarks of others by
clicking All in the left sidebar.
Tag content to make it easier to find later:
You can assign tags that act as keywords to
existing or new content to describe it for people who
might search for it later. You can even assign tags
to a status update. To learn more about tagging,
see Using Tags.
Use your Recommendations:
Jive includes a powerful "genius" feature that
analyzes your business relationships, expertise,
and areas of interest based on your behavior in the
community. It then uses that data to recommend
relevant content, people, and places that you
| Using a Jive Community | 42
have not yet seen in the community. There
are several places in the interface where you
see your recommendations, but a quick way to
see them is to navigate to People (in the top
navigation) or to Your Places or Your Content
(from the menu under your avatar). Then click
Recommended in the left sidebar. To learn more
about using recommendations, see Using Your
Recommendations.
Search in your language
Searches are performed across all supported
languages of the Jive platform. When you search
for something, however, the search engine first
searches for results that match the language you
have set in your Preferences on your profile page
(click on your avatar and go to Preferences). If
you do not have a language set there, the search
engine will use the locale setting of your browser.
Using the Main Spotlight Search
Type keywords when you use the Spotlight search to quickly find what you're looking for.
The Spotlight search is a quick way to look for things you already know about or have good keywords for
if you're just looking generally. Just start typing your keywords after clicking the magnifying glass icon in
the upper right and Jive will list suggested content. If what you want is listed in the results, click on it. If not,
press Enter to see all matching results on the advanced search page. From there, you can create more
complex and filtered searches.
For more detailed search information, be sure to read the Search Reference.
Tip: You can prevent your History and Bookmarks from being returned in search results. Just click
your avatar and then Preferences. From there, scroll down the page to select the Don't show
history or bookmarks when searching box, then Save.
Search Reference
Use this search reference to get the most out of searching in Jive. These rules apply to all word search
features in the application.
Search for specific words
This is the most basic search mode, and is also the default. Simply enter your search terms to see content
containing all the specified words in any order.
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Search for someone's name
Searching for people is similar to searching for specific words. You can't use phrase searching, wild cards,
or field- and date-specific searching to find the names of people in the community.
Search for phrases
If you enclose a phrase in quotes, your search will return only content where the words in quotes occur
next to each other and in the same order. For instance, specifying "black cat” will return text where this
phrase appears exactly as quoted, such as “our black cat brings us luck”, but will not return “the cat was
hiding in the black box”.
Note: Content searches are case-insensitive. For example, entering any of Jive, jive, or JIVE will
return content with any of the words jive, JIVE or jIVe. For both regular and phrase searches, we
also match words that are very similar, but not identical.
Search for content with words containing certain letter sequences
The wildcard character * matches any number of non-whitespace characters when it is placed at the end
of a word or within a word in the query. You can use the following examples to search for "multiplication" or
"concatenation". Note that spotlight searches automatically use wildcards, even if you do not type * in the
string.
mult*
Matches content containing the words
multiplication, multiple, multimodal, multitude, etc.
con*ion
Matches content containing the words contagion,
concatenation etc.
Note: A wildcard cannot be used at the beginning of a word, and it can't be used as a standalone
word.
Synonym searching
Your community may or may not support synonym searches, depending on whether your community
administrator has enabled this feature. Ask your community administrator whether synonym searches are
supported in your community.
If synonym searches are enabled, your searches will return results for synonyms. For example, if you
searched for "search tips" (not in quotation marks), the search engine would return any found results for
"search tips" AND "find tips" because "search" and "find" are synonyms.
Restrict to certain date ranges
If you press Enter after entering your search terms into the search box, you'll see the advanced search
page. From there, you can restrict your search by selecting last modified date ranges, such as All time,
1 day, 7 days, 30 days, 90 days, and 1 year. The default is "All time," which does not put any date range
restriction on your search.
| Using a Jive Community | 44
Compound expressions using Boolean operators
The special keywords AND, OR and NOT let you create logical expressions in your searches. When you
search, you need to use these terms in ALL CAPS to distinguish them from normal words. For instance,
the word And in a search will be interpreted as the word "and," not the special operator AND.
The AND operator says that the search should return content containing both the search terms before
and after the AND operator. The OR operator returns content if either one of the terms matches. The NOT
operator excludes documents that contain (in the fields searched for) the search term after the NOT. (You
can't start a search with the NOT operator.) You can also use these operators with sub-queries enclosed in
parentheses to create more complex expressions as shown in the following examples.
“quick brown fox” OR rabbit
Matches text containing the exact phrase “quick
brown fox” or the word rabbit.
quick brown fox
Matches content containing the words "quick,"
"brown," and "fox" in any order. Search implicitly
assumes the AND operator when an operator is not
specified.
(quick brown) AND (fox OR rabbit) AND NOT
Matches content containing both "quick" and
forest
"brown" in any order, plus either "fox" or "rabbit,"
but not containing the word "forest." This example
shows how you can use parentheses to group more
than one word together as a regular (non-phrase)
search and to specify the order of operations. Note
that the NOT operator can only be applied to simple
terms, not compound sub-queries, and it cannot be
used inside a sub-query.
Special characters and operator words
The following characters and operator words are treated specially in the search syntax (separated by a
single space):
* ( ) “ AND OR NOT
You can't search for these characters and
operators, because we the application uses them
for special search syntax. If you use these words in
search text in a way that doesn't make sense to the
application, the search engine may ignore them. For
example, an odd number of quote characters will be
ignored, and multiple asterisks next to each other
will be interpreted as a single wildcard.
| Using a Jive Community | 45
Multi-language searching
Searches are performed across all supported languages of the Jive platform. When you search for
something, however, the search engine first searches for results that match the language you have set in
your Preferences on your profile page (click on your avatar and go to Preferences). If you do not have a
language set there, the search engine will use the locale setting of your browser.
Promoted Search Results
You may see some results marked as "Promoted" when you search. These results have been selected by
an administrator to ensure that certain content is always associated with one or more search keywords,
even if the keyword isn't actually in the content -- for example, your site administrator may want users who
type "Benefits" to always see the Human Resources page as the first result, even if there are many other
pages with titles containing the word "Benefits". If a result has been promoted, you may see it again as a
result farther down the results page.
Using Your Recommendations
Use the Jive recommendation features to find content, people, and places you might like to follow in your
streams.
Jive includes a powerful "genius" feature that analyzes your business relationships, expertise, and areas of
interest based on your behavior in the community. It then uses that data to recommend relevant content,
people, and places that you have not yet seen in the community. The more you and others interact in the
community, the better the recommendations you'll receive.
Depending on how your community manager has set things up, you may see some of these helpful tiles
when cruising through your News streams:
•
Recommended Content
•
Recommended People
•
Trending Content
•
Trending People
You can also click on any of the browse menus (People, Your Places, and Your Content), and then click
the Recommended tab on the left.
Note: Jive recommendations obey all content permissions and will not recommend content that
you don't have permission to view. Therefore, you may not see the same Trending Content or
Trending People as others, depending on your content viewing permissions, when you logged in,
and when the last data collection occurred. Your Recommended Content, Recommended People,
Trending Content, and Trending People will change based on your shifting interests, affinities, and
even changes in the org chart.
Browse and Filter Content, People, and Places
Zero in on the information you need by filtering as you browse Content, People, or Places.
| Using a Jive Community | 46
People is in the top navigation menu, but you can start browsing Content or Places by selecting Your
Content or Your Places in the menu under your avatar.
Using the Filter Keyword Search
Start by typing a keyword in the text box and waiting for the results to refresh.
Keep in mind that every browse page includes a set of filtering tabs on the left and across the top which let
you refine your search criteria. For example, when you browse content you can choose whether to browse
everything, or only content you authored or participated in as you can see in the following image.
The icons at the top of each browse page let you filter by content type.
Refining Your Filter Results by Type
As shown in the following graphic, you can limit your view by selecting certain types of information. For
example, you can limit content to just blog posts or discussions. You can even filter by actions or outcomes
marked on content. For instance, you can filter to see only content marked Official. Place browsing can be
narrowed to just spaces, social groups, or projects.
| Using a Jive Community | 47
You can use the keyword, tag, and filter options to refine your search even further. (Tag filtering only works
if the content is tagged.) For example, here are two ways you might look for last April's East Coast sales
report:
•
Select Your Content from the menu under your avatar, change the filter to All, and type Sales Report
in the Type to filter by text box. Then click the arrow under "Sort by latest activity" and select Sort by
date created (newest or oldest). By default, the most recent results are shown first.
•
Click People from the top navigation bar and type the Sales Director's name in the Type to filter by
text box. If you don't know her name, try typing in "Sales Director." After you have located the person,
click her name and go to the Content tab. From there, select Authored from the left-hand menu and
Documents from the top menu to show only the documents she wrote. You can filter these further by
keyword or tag if she's an especially productive content creator.
Making Things Easier to Find
Rely on these best practices to make things easier to find for yourself and others.
To help yourself and other people find the content that you create, try the following:
•
Put the content in a place where it's likely to be discovered. For example, put it in a group that's openaccess and of interest to your audience to attract the notice of community members who follow that
group. Before you publish new content in a place, you'll be able to see how many people are following
the place, and (if it's a group) how many are members.
•
Bookmark content so that you and others can find it simply by browsing bookmarked items.
•
Apply tags to the content or add them in the body of the content by using the #, which is a hash or
pound sign, and following it with the tag, such as #tagging_this. Tags give other people a way to find
things based on the ways your community thinks about them. You can even follow tags in your streams.
•
As you collaborate on content, make sure you mark it appropriately. Did someone answer your
question? Mark the answer as Correct. Did a document reach a final state? Mark it Final or Official.
Other people can see these outcomes and use them to filter results when searching and browsing.
•
Don't forget that you can make yourself easier to find by adding information to your profile that other
people might be interested in. What are you good at? What do you know? Add these to your expertise
list. For more about profiles, see Set Up Your Profile.
Labeling People to Manage them Around the Community
You can name and color code groups of people to make them easier to find when you browse or
communicate with people as a group.
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You can create labels to group your friends or connections, the people you follow. You might use this
to group people from a certain location together. For example, if you have a New York office in your
company, you can create a New York label. This will help you find people fast when you have a lot of
connections. When you apply a label to multiple friends or connections, the label becomes a way to show
only those with certain labels. You can even type the label name in when you're creating a direct message
or adding collaborators on a document to automatically include all the people with that label.
To create a label:
1. Browse your friends or connections by clicking People and selecting Following on the left. Remember,
you can only group and label people you're following.
2. Click Create Label in the left pane.
3. Select a color, type the name for the label, and then click Save.
4. Add someone to that new label group by clicking the gear icon
on their profile card and then clicking the Label People button
.
5. Select the label that you want to apply to the person. (You can remove the label by clicking it again to
deselect it).
6. If you want to delete a label group later, click Browse > Following and then click the Delete label icon
that shows up when you mouse over the label.
What are Role Badges?
If your community administrator has activated role badges, then you'll see small icons next to certain
community user names.
A role badge is an icon used to indicate roles or responsibilities of community users. You might use this to
find someone who can answer a question, or to identify people whose answers you can count on. Mouse
over the icon to see the name of the role.
Here's a list of possible roles for the badges:
•
Administrator
•
Champion
•
Employee
•
Expert
•
Moderator
•
Support
Using Tags
Assigning tags to your content makes it easier for you and others to find later.
Tags are keywords that you and others assign to content. You can assign tags to existing or new content.
| Using a Jive Community | 49
Tagging a status update
Type # followed by your tag.
For example, a status update of "Really enjoying that amazing #presentation about #XYZ customer" will
show up in search results for "presentation" and "XYZ."
Tagging content
Adding tags when creating or editing content
You can add tags when you create content. Enter
tags into Tag this discussion before you Post or
Update.
Adding tags to published content
Click Edit Tags at the bottom of the content editor
and add your tags. Click anywhere outside of the
field to save.
Adding tags in the content editor
You can also add tags on-the-fly as you're editing
content. To do this, type # (or click # Tag) followed
by your tag into the content editor.
For example, if you're writing about your
competitor's new corporate branding, you could
say, "Company X is resorting to Comic Sans.
#jumpingtheshark."
Tagging tips
•
Consider using any existing tags that appear in the suggestion box. Existing tags are often assigned to
related content, so it's good practice to use them.
•
Use an underscore between words, such as sales_report or employee_benefits.
Note: If you are tagging content that is being moderated by an admin, your tags may not show
up right away because content updates may need to be approved.
Following a Tag
Follow tags to discover new areas where you can become involved and stay informed.
Tags can generate more participation and collaboration by helping people find your content. Create custom
streams that include people, places, and tags so you can fine-tune the stream's content. Following tags in
custom streams helps bring you relevant information from uncommon sources.
For example, if you're in the accounting department, you'd probably add the VP of Finance and the
Accounting Group to your Accounting stream. But also think about adding tags like #money, #pay, #taxes
to direct content into your stream that you wouldn't normally come across.
To follow a tag, create a custom stream and then search for relevant terms. Click Tags to see all tags that
relate to that search term. Click Add to include tags in your stream.
| Using a Jive Community | 50
Note: When you follow a tag, only content that's been tagged with that tag sometime in the
previous 180 days will show up in your custom stream.
Using Bookmarks
Bookmarks help you keep track of your favorite content over long periods of time. You can bookmark
content inside or outside of your community.
You can bookmark any content in the community, and even sites outside the community. When you
want to look at that content again later, you can go to it quickly by clicking in the search box at the top
of any page and selecting Bookmarked. You'll see a list of your recent bookmarks. Clicking Show all
bookmarks at the bottom of the list lets you toggle between a complete list of Your bookmarks and All,
which shows public bookmarks from everyone in the community. (You won't see bookmarks created for
content that you can't access, such as documents in a private group.)
Bookmark Content Inside Your Community
To bookmark content stored inside your community, navigate to the content item and then click Bookmark
in the right menu.
Bookmark Sites Outside of Your Community
To conveniently bookmark sites outside of your community, add the "bookmarklet" tool to your web
browser. The bookmarklet tool allows you to bookmark external sites and bring them inside your
community.
To install the bookmarklet, click Spotlight search and then select Bookmarked > Show all bookmarks >
Click to install in the left sidebar. Then simply drag the Add Site button onto your browser's toolbar.
To bookmark a site outside the community, click Add site to community in your browser's toolbar and
then add your notes and tags. You can use the bookmarklet link to bookmark any content as you browse
the Web. In other words, you don't need to be using Jive to save and share bookmarks in your Jive
community.
You might also be interested in learning about Jive Anywhere, which allows you to socialize things in your
Jive community that you've found on the Web or even in other applications. (Your community may not
include this additional module by default.) See Jive Anywhere Help for more information.
Using the History and Suggestions Features
Click the Spotlight search to see pages you've recently or frequently viewed in the community.
The History and Suggestions tabs in the Spotlight Search area show the Content, People, and Places you
have recently visited (History) or frequently visited (Suggestions) in your community. For a more detailed
listing of items in your history, click Show all my recently viewed content. From there, you can sort your
items by date or use a keyword search to filter them.
| Using a Jive Community | 51
Can't Remember the People, Place, or Title?
Sometimes you can't remember the title, people, or place of something you know you saw. In that case, try
this search method.
For example, you remember participating in a discussion during the last three months about how to
increase customer survey participation, but you can't remember the discussion title, which space the
discussion occurred in, or the other participants. Use the Spotlight search at the top right and type in
keywords such as customer survey. Click View all Results and then click Discussions in the top menu
because you don't need to see results from blogs, documents, or polls.
Tip: Still can't find the discussion? Is it possible it wasn't a discussion that you remember? Next
you might try looking in the comments of documents or blogs.
Getting More Out of Groups
Social groups help you bring people together around shared interests, ideas, and projects.
Use these topics for learning how to create and manage social groups in Jive.
How Do I Create a Group?
Creating a group enables you to set up an area where like-minded people can put their heads together and
share information on the group subject. You must have special permissions to create a group, which are
set by your community administrator.
Before you create a group, you may want to consider the purpose of the group, what kind of information
needs to be included, who will participate, and how people who need to know about it will find it. The way
you name the group and the tags you assign it are different ways you can make it available to people who
might be interested. See the Group Creation Options topic for ideas about the important choices you need
to make when deciding on a group setup.
1. Click
Group.
2. Give your group an identifying name. This name shows up at the top of the group page and at the end
of the URL that links to the group. (You can change the URL by clicking the Edit link.) You won't be
able to create a group with the same name as an existing one: a green check mark next to the field
indicates the name is unique.
3. Enter a brief description to appear in the group's main page. Capture what the group's about in a way
that will attract other people who might be interested. For example, your RFP Collaboration group could
say "Look for the latest RFP templates and materials here."
Note: This information will display behind the information icon
and on the Overview page, if the group uses one.
| Using a Jive Community | 52
4. Choose a group type. Group types limit who can see your group and/or its content without an invitation.
For more details, see Types of Groups on page 55.
5. Select tags that can be used to find this group. Tags are words or short phrases that will help other
people find your group. For example, a Sales group might use the following tags: RFPs, sales_videos,
wins, and so on.
Note: To enter multiple tags, press Enter after each word or phrase.
6. If your community manager has set up categories to identify places while browsing, you can select
some categories to associate with the place.
7. Decide whether this group should allow its users to share and collaborate on individual pieces of group
content, without granting them group access. Note that this option only works for Private groups.
8. Decide whether this group should extend activity to "external users"--users from outside your
community you'd like to collaborate with. This option only applies to Private and Private (Unlisted)
groups. External contributors must be invited by a standard user who belongs to this group. Anotehr
option is to allow members in a private group to share individual content items (without granting access
to the group itself) using non-member content editing.
9. Click Advanced options to expose more options. You may only see Locale because place navigation
options only apply to communities with widgets enabled, which is uncommon.
Place Navigation
Use this setting to determine whether you want
to use a tile-based Activity page, a widget-based
Overview page, or both. For guidance, see Adding
an Overview Page on page 55.
Locale
Select your default language for the group you're
creating. The group will also use the time zone
and date format commonly used in this region.
10.By default, your place uses an Activity page as its main page, with the option to add more custom
pages. We recommend using an Activity page because it can be displayed on mobile devices, and
because it's more friendly to streaming content.
Note: If widgets are enabled in your community (not common), you may want to include an
Overview page with widgets. You do this by clicking Advanced Options and choosing one of
the two options that include an Overview page. If you select Activity + Overview Page, you'll
need to specify which page will be the landing page for the place.
11.Click Create Group.
12.If you see the Invite People to Join dialog, then add a few users who you want to invite to the group,
and click Send Invitation. You only see this option for Private and secret (Private: Unlisted) groups.
13.You can now apply a place template to this place. The default template is Team Collaboration.
14.To add a place image or change the banner, click gear icon > Configure activity page then click
Place Image or Banner Design to configure the visual presentation of your place.
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15.To enable features or set up external storage, click gear icon > Configure activity page. Click the Edit
icon for the Enabled Features and Content Type tile. When it opens, you can select the types of content
that your group will use. If your community manager configures external files storage, you'll also be able
to select where the files in this group will be stored.
Group Features
Select which types of content will be available to
group members, such as blog posts, documents,
and so on. This list also controls what shows in
the Content tab of the group, as well as what
content types you can use to filter the Content tab.
External Storage
If your administrator has enabled a connection
with an external storage provider such as Box,
Dropbox, SharePoint, or Google Drive, you can
set your group to synchronize document storage
to that provider. Files that are uploaded to the
group will be stored in external storage, rather
than in Jive, and files can be added, deleted, or
modified from either side.
Note: For Box users: although you can
connect an Open group to a Box folder,
only community members who have
joined the group will be able to see Box
documents and have their comments
reflected on the Box side. Because of this
limitation, it's recommended to use the
Box external storage only with Members
Only (also known as Public: Restricted),
Private, or Secret (also known as Private:
Unlisted) Groups.
Group Creation Options
Creating a group always starts with clicking Group in the Create menu, but it helps to understand the
options that can help your group do what you want it to.
Caution: If you're using an externally-facing community (those that typically involve customers,
vendors, and other external audiences), the Create menu will be off by default. A Community
Manager can enable it from System > Settings > Home Page. If you want to keep the Create
menu off, people who have group creation permissions can create groups from the end user
interface by going to Places and clicking the create place options in the left sidebar.
When widgets are disabled in your community, which is the default, you are unable to choose an Overview
or Activity page. In the following table, the asterisks (*) note when this advanced option for place navigation
| Using a Jive Community | 54
might be unavailable. For deciding whether to use an Overview or Activity page, you should also see
Adding an Overview Page on page 55.
I want to. . .
You should. . .
Can I change this later?
Collaborate in private by limiting Choose a Private or Secret (also
Yes. Keep in mind that changing
who can see what's in my
known as Private: Unlisted) group
this setting changes the visibility
group, or even who can see
type during the initial setup. You can setting for all the group's content.
that my group exists.
change this setting later. See Types
of Groups on page 55.
Design a landing page that's
Choose Activity + Pages or
Yes, but if you start with Activity
optimized for a specific work
Activity + Overview from the
+ Pages and change the setting
purpose.*
Advanced Options during the initial
later so Overview is enabled, any
setup, then choose and configure
custom pages you created will be
a Place Template customized for
invisible.
the kind of work you want to do.
See Place Template Reference on
page 193. Place Templates only
apply to Activity pages, and not to
Overview pages.
Design a landing page with
Choose Overview or Activity
widgets (but no additional
+ Overview from the Advanced
pages)*
Options during setup, and fill out
Yes.
a widget layout under gear icon >
Overview Page from the group
page.
Make more custom pages in the Choose Activity + Pages from
Yes, but if you change the setting
place for displaying information, the Advanced Options during your
later so Overview is enabled, any
not just a landing page.*
setup, and then add the pages to
custom pages you created will be
your place afterward. See Adding
invisible.
a Custom Page to a Place on page
169.
Integrate external streams from Choose Activity + Pages or
Yes, but keep in mind that some
Facebook, Chatter, or any other Activity + Overview from the
external stream types cannot
apps your community admin
Advanced Options during the initial
be disconnected from the group
has enabled.*
setup, then click Add a stream
except via a Support call.
integration when configuring the
Activity page.
Limit the kinds of content that
During place setup, after you
can be included in this place.
preview the group, edit the Features
and Activity settings.
Yes.
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I want to. . .
You should. . .
Can I change this later?
Store this place's binary
During place setup, after you
Yes, but if the place is later
documents outside Jive, for
preview the topic, edit the Features
disconnected from external
example in Box or SharePoint.
and Activity settings. You'll only
storage, users will see references
see options other than "No external
to documents that they can't
storage" if your community admin
access from Jive anymore.
has enabled another external
storage type. See Groups with Box
Storage on page 62.
Make this group a place for
Make the group Private or Secret,
Yes. Changing the Externally
collaborating with people
and select Externally Accessible.
Accessible setting will remove
who aren't members of the
See What Are External Groups? on
access by non-members, but
community.
page 138
their contributions will stay in the
group.
Make sure people can find the
Add tags and/or categories in the
Yes. Just remove the tags or
place.
About settings of your place.
categories.
Adding an Overview Page
When widgets are enabled in your community, which is uncommon, you can add an Overview page to a
place. Overview pages are based on widgets while other pages, such as Activity and custom pages are
based on tiles. Please note that tiles provide a better user experience and perform better, especially on
mobile devices.
Adding an Overview Page
To use an Overview page in your place:
1. Go to the landing page for your place and click the gear icon > Settings. The Edit Group page opens.
2. Click Advanced Options
3. Select Overview page, and then OK.
Note: When widgets are enabled, you can use an Overview page in addition to an Activity
page. By default, the Overview page will be the landing page for the place. You can change this
by using Page Navigation.
4. Click Save at the bottom of the page.
Types of Groups
A group's type (open, members only, and so on) determines who can join, see content, participate, and
invite new members.
Unlike spaces, which use permissions to determine access, social groups rely primarily on membership to
determine access. Because groups do not exist inside spaces, they do not inherit any space permissions.
Note that group owners and community managers can change the settings for a group after it is created.
| Using a Jive Community | 56
Use the following tables to help you understand the different types of groups that can be created in the
community. Most communities use the group scheme in the first table: if your community has enabled
Group Membership Evolution, you'll see Public and Private as the main group types and should use the
second table.
If you have Members Only and Secret Groups
If you have Public and Private (Unlisted) Groups
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How Do I Customize the Group Landing Page?
If you're a group owner or administrator, you can customize your group's landing page so that it will display
the information and images that you want visitors to see.
A good place to start is by adding a banner and
1. Go to the landing page for your place and click
inset image to help brand your group's landing
the gear icon > Settings.
page.
Note: The Edit page will appear. You
can make changes to this information
now if you want, but it's not required right
now.
2. Click OK
3. Click Edit Banner to customize the header.
4. Click the camera icon to select a new image to
the header.
5. Click Save.
Next, add tiles or widgets to customize the
•
layout of your group's information.
If you chose an Activity page, add tiles and
external stream integrations.
Tip: To make it even easier, assign a
place template to get an Activity page
with preconfigured tiles and layout.
•
If you chose an Overview page, change the
layout of your widgets.
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Finally, learn how you can further customize
•
If you chose a tile-based Activity page, see
your landing page and make it express your
Designing Places on page 166 for more details
group's purpose.
about how to use it effectively.
•
If you chose a widget-based Overview page, see
Designing Overview Pages for Places on page
211 for more information.
How Do I Invite People to Join a Group?
As a group administrator or member, you can invite people to join groups. Keep in mind that if you're using
Jive as an internal corporate community, people from outside the community might not be able to join your
group.
You can find out about group members as follows:
Count of members (and followers)
Click
on the group's landing page.
Who are members (or followers)
Click on the Followers and Members links, and
you'll be directed to the group's People page.
Any group member can invite any other user to join a group. If the group is public, then you can share the
group with non members. If the group is private or secret (also known as Private: Unlisted), the invited
user must accept the invitation. A group administrator must then approve the request to join the group. If
it was a group administrator who originally sent the invitation to the private or secret group, the approval is
automatic. Be sure to read Types of Groups to understand how a group's type affects the content visibility,
participation, and invitation permissions for group members.
As a group administrator, you can delete or resend invitations while managing group membership. This
can be handy if you've got a lot of outstanding unanswered invitations. Go to your group's main page, then
click the gear icon > Members. On the Manage group members page, click the Open Invitations link
and select the names of people whose invitations you want to delete or resend. Use the drop-down menu
above the list to select the action you want to take.
To invite people to join your group:
1. Navigate to your group.
2. In the Actions menu, select Invite members.
3. Enter the Jive user names or email addresses of people you want to invite. If you can't remember them,
you can do two types of searches:
•
To invite several people from your email address book, browse your contacts by clicking the browse
icon. Select the people you want to invite, and then click Add selected people.
Note: You can also paste in a comma-, space-, or semicolon-separated list of addresses
exported from your email application.
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•
To invite only those with certain skills, click Search by skill to browse people by their skills. Type in
the skill you are looking for, or select a popular one. Select the people you want to invite, and then
click Add selected people.
4. Edit the message you want potential group members to see with their invitation.
5. Click Send Invitation.
Posting a Status Update in a Group
There may be times you want to limit your status update to only a specific group in your community. When
you post a status update to a group, only members and/or people following the group will see the update
in their attention streams. If your group has an Overview page that includes the Recent Activity widget, the
status update will be displayed there as well.
To post a status update for a group:
1. You can create a group update from either the News page or the group's Activity page.
Note: Some groups do not use Activity pages.
•
Activity Page: Go to the Activity page for the group where you want the status update to display.
•
News: Click Change next to your community name, and then select or type the name of the group
from the group picker.
2. Type your status update in the What's going on? box next to your avatar.
3. Click Post.
Enabling Non-Member Content Editing
Private group owners can configure their private group so that group members can share specific
documents and discussions with non-group members. This allows non-group members to help review or
edit private group content, but does not allow them to see any other content items that live in the group.
To enable this feature, your community manager will first need to enable non-member content editing for
private groups in your community.
To enable non-member content editing in your private group:
1. Go to the private group that you own and click gear icon > Settings.
2. Click the pencil icon next to the group's name in the header.
3. Be sure that Group Type displays Private.
4. Select Content Editing by Non-Members . If you don't see this option, you'll need to ask your
community manager to enable non-member content editing in private groups.
5. Click OK and then Save your changes.
Sharing Content with Non-Group Members
If your private group is configured for non-member content sharing, as a group member, you can share
specific documents and discussions from the group with non-group members. This is useful if you need a
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non-group member to help you review and edit a document or discussion. Your community administrator
and/or the group's owner may need to enable this feature for you, depending on how your community is set
up.
To share a document or discussion with a non-group member:
1. Go to the document or discussion that you want to share.
2. Click Share in the menu.
3. Enter the name of the person you want to share the item with. (If the person is not a member of the
community, you'll have the option to send them an invitation to join the community or just send them a
PDF of the item.)
4. Select Grant this user access to this content only and click OK. Or, you can send the person a PDF
instead.
5. Type a note for the person in the Message box, or do nothing if you want to use the default text
provided.
6. Click Share.
You'll see a green bar at the bottom of the screen letting you know the Share was successful. You'll also
see an orange icon at the top that lets you know the item is visible to non-group members. Click the link to
see which non-group members the item has been shared with.
Sharing Content with Other Places
In the same way you can share content with people, you can share it with one or more places. This feature
may not be turned on if you're using an externally-facing community (typically those serving customers,
partners, and vendors).
To make life easier for people who tend to focus on certain groups, spaces, or projects, you can share your
content with their place even if you originally post it in your team's place. When you share content with
another place, it will show up in that place's activity stream. Anyone following the place where the content
is shared will receive a notification in the stream.
This is a great option for the Documentation team, who might be posting a discussion in their own
Documentation group for feedback, but they also want to get the subject matter experts to review the
content, so they go ahead and share the discussion with the Feature Team's group so that team sees it
along with specification documents and feature wireframes.
To share content with multiple places:
1. Go to the piece of content you want to share, such as document, blog post, status update, discussion,
question, and more.
2. Click Share.
3. Enter the name of the place you want to share the item with, or use the place picker to navigate to and
select the place.
Note: People who don't have access to the original content will not have access to the shared
one either. For example, if you post a Contact List document in the Human Resources group,
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and there are some Engineering managers who have access to the Human Resources group,
but they spend most of their time in their Engineering group, you could share the document with
the Engineering group, which is open, and know that only the managers can search for and view
the Contacts List document.
4. Add more places if you'd like.
5. Type a little note about the share in the Message box, or do nothing, which uses the default text
provided.
6. Click Share.
You'll see a green bar at the bottom of the screen letting you know the Share was successful. At the top,
you'll see the places it has been shared with so you can keep track. Click the x other places link to see
which other places the item has been shared with.
Making Bulk Changes to Content in Places
Social group owners, space owners, and people with Manage Community permissions can make bulk
changes to content items stored in a place, such as applying tags, categories, and outcomes. This can
be a quick and easy way to better organize the content in a place so that you and others can find it faster
later. Or, you can move or even delete a list of items in one easy action.
1. Go to the place you own and click the gear icon > Bulk manage content.
2. Select the content items you want to apply the changes to.
3. You can apply any of the following actions by clicking the corresponding icon above the list of selected
items:
Option
Description
Add tags
This will apply the same tags to all of the selected
items.
Add categories
This will apply the same categories to all of the
selected items. You won't be able to select this if
categories are not set up in your community.
Set outcomes
This will apply the same outcomes, such as
Outdated or Final, to all of the selected items.
Move
This will move all of the selected items to the new
place you choose.
Delete
This will delete all of the selected items.
4. Click Continue if everything looks correct. You may need to click another Continue depending on the
option you selected.
5. When you're finished making changes, click Close.
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Groups with External File Storage
If your administrator has connected your community with an external storage provider such as Box,
SharePoint, or Google Drive, you can take advantage of file storage and synchronization for groups where
this is enabled.
When you create a group, you may have the option to connect it to a different storage provider than the
default configured when your community was set up. (Typically, the default is a binary storage archive on
a server that's part of your Jive installation.) Using external file storage means that when a user uploads
a document, it's stored with a third-party file storage service instead of directly in Jive. Files can then be
automatically synchronized in both directions, which means you can add or update them from either side.
If the storage provider has comment functionality, comments are also synchronized with comments in the
group.
Note: Attachments to Jive are not stored in external storage.
Groups with Box Storage
If your administrator has connected your community with a Box.com file store, you can take advantage of
file storage and synchronization with Box for groups where this is enabled.
When a user uploads a document, it's stored in Box instead of the regularly configured binary storage
location. (Attachments are not stored in Box.) Files are automatically synchronized in both directions, and
so are comments and replies, so users can interact from either the Jive side or the Box side.
To take full advantage of the linkage, users should join the Box-linked group. This allows users to
interact with Box-linked content under their own user accounts and synchronize comments correctly to the
Box side. Otherwise, their interactions will be posted by a system user called the Jive Integration User, and
their comments will not be visible on the Box side.
Note: For Box users: although you can connect an Open group to a Box folder, only community
members who have joined the group will be able to see Box documents and have their comments
reflected on the Box side. Because of this limitation, it's recommended to use the Box external
storage only with Members Only (also known as Public: Restricted), Private, or Secret (also known
as Private: Unlisted) Groups.
Modifying Files in Box
Files can be modified on the Box side by any user who has a Jive account and rights to the group-linked
folder in Box. In addition, file comments made in Box will be synchronized and displayed in the Jive group.
Note: There is a known limitation for files that have been deleted from Box and then restored
on the Box side. Restored files will not be synchronized to Jive when they're restored. However,
uploading a new version of the file to the Box side will re-add the restored version as well as adding
the new version, resulting in two added files. Re-adding the file from the Jive side will initially return
a generic error, but the second upload attempt will succeed.
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Groups with SharePoint Storage
If your administrator has connected your community with a SharePoint storage site, you can take
advantage of file storage and synchronization with SharePoint for groups where this is enabled.
When a user uploads a document, it's stored in a SharePoint site instead of the regularly configured binary
storage location. Files are automatically synchronized in both directions, and so are comments and replies,
so users can interact from either the Jive side or the SharePoint side. Users can also search inside the
SharePoint site without leaving Jive.
For detailed information about using a SharePoint-linked site, see the Jive for SharePoint documentation.
Groups with Google Drive Storage
If your administrator has connected your community to a Google Drive storage site, you can take
advantage of file storage and synchronization with Drive for groups where this is enabled.
When a user uploads a document, it's stored in Google Drive instead of the regularly configured binary
storage location. Files are automatically synchronized in both directions.
Getting More Out of Content
Content is the bread and butter of Jive, so learning to create, promote, and manage it effectively is a
cornerstone of Jive collaboration.
Creating Content
Choose a content type based on your collaborative goals.
Click
to draft a discussion, question, document, blog post, or another type of content in Jive. Note that you may
not see the Create menu if your community manager has not enabled the feature.
Most collaborative activity occurs in discussions, questions, and documents. Blog posts are typically
used for viewpoint essays and other long-form communications that don't invite collaboration. For a more
detailed analysis of the differences between these types of content, see What's the difference between a
document, a blog post, a question, and a discussion?
Private and Public Content
By default, content you create is public in the community and searchable. The power of Jive is that
everyone in the community can benefit from shared content. However, in some cases, you may want to
limit who sees content and who can collaborate on it with you. For more information about deciding who
can see and collaborate on your documents, see Getting more out of documents. For more information
about private discussions, see Getting more out of discussions and questions. Or, you can choose to
publish your content in a private social group that limits content to approved members.
| Using a Jive Community | 64
For more information, you might want to read the help topics starting with Public and Private
Communication.
Monitoring Your Content
You'll automatically follow all content that you create, so you'll receive an update in your Inbox whenever
anyone responds to your content or, if it's a document, changes it. You can also delete any comments on
your content, as well as delete the content entirely.
Using the Content Editor
When you create or edit content, such as writing and formatting text, creating tables, embedding images
and videos, and inserting links, you use the content editor built into Jive.
The editor includes many of the standard features of other word processing programs. Use either the icons
in the interface or keyboard shortcuts.
Here are some features of the content editor you may want to explore:
Adding a Table of Contents
The content editor includes a feature that automatically generates a hierarchical table of contents based on
the headings in your content. When you insert the table of contents, the editor looks at the headings your
content uses, including their levels (Heading 2, Heading 3, and so on). Based on the heading levels, the
editor creates links to the headings, indenting the links at similar levels.
To insert the table of contents, click Insert > Table of Contents. While you're editing the content, the
presence of the table of contents will appear as an icon like so:
In the saved or published version of the content, the icon will be replaced with a hierarchical list of links to
headings in your content.
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Using the Spellchecker
The content editor includes a spellchecker that you turn on when you want to check spelling. When you're
ready to check the spelling in your document, click the spellchecker button. Misspelled words will be
underlined in red. Click a misspelled word to view suggested alternate spellings and scroll down to select
the best match. Note that the spellchecker does not check spelling as you type. You must turn it on or off
by clicking the spellchecker button. After you have made corrections, click the button again to recheck
spelling.
Note: You can change the language used for spell checking by clicking the down arrow at the right
side of the Toggle spellchecker button.
How to view code source for my content?
The content editor's Source Code feature allows you to edit your document in HTML. Click the < > link in
the editor's toolbar when you want to write directly in HTML. When you're finished, you can toggle back to
the default editor view by clicking OK. Click Cancel to return to content editor without making changes.
Some kinds of HTML markup can cause the site to be less secure. For this reason, certain HTML tags
aren't supported by default. When you use these tags, Jive will remove them before displaying the content.
You can include them and they'll be saved, but they won't render when someone views your content.
Here's a list of what's not supported:
Tags: <embed>, <html>, <head>, <iframe>, <link>, <meta>, <object>, <script>, <style>
Attributes: action, class, method, on* (such as onClick), *src*
Viewing Code Using the Syntax Highlighter
The content editor's Syntax Highlighter feature allows you to mark text as code and specify the language
so that it renders correctly in the saved and published versions of your document, blog post, or other
content. This is useful to show code example in your documentation. Supported code styles are Java,
JavaScript, SQL, HTML/XML, CSS, PHP, Ruby, Python, C, C#, or C++.
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To apply the code formatting, select the block of text you want to format, then click the More > Syntax
Highlighter and select the language-specific formatting you want.
Here are a few code examples
Earning Status Points
Create and respond to content in Jive and earn status points in the community.
The success of your community depends on your contributions, so you are rewarded with points for getting
involved. Over time, you develop a reputation for reliability and authority in your favorite areas. The more
people participate, the more information that is available for the community as a whole. You can become a
top participant in your community by earning status points.
To find out how many points you have:
Quick View
Hover over your name from anywhere in the
interface. In the pop-up profile card, you'll see your
points and level listing, as well as any badges you
have earned. For a more detailed view, click your
name to go to your user profile.
Detailed View
Go to your user profile by clicking your avatar >
View Profile or your name anywhere in the
interface, and then click Rewards. There you'll see
a full listing of the badges you've earned, quests
you've completed, your points total, and how many
points you need to get to the next level.
Note: In places, the Your Progress or Top Participants tile (which one you see by default depends
on how your community is set up) shows your status points for your activity in that place only. You
| Using a Jive Community | 67
may notice that this tile shows different point levels depending on what place in the community you
are looking at.
Because each community can be set up differently, you should ask your community administrator for
details about status points. What activity is rewarded, status levels, badges, and points awarded may vary.
Depending on how your community is set up, you may earn points and badges when you involve yourself
in the following types of activity:
•
Post a discussion or question, or respond to one.
•
Correctly answer a question.
•
Provide helpful information in the replies or comments of documents, discussions, and blog posts.
•
Create new documents.
•
Create new blog posts.
•
Complete new tasks in a project.
•
Create a new status update.
•
When someone likes your status update.
•
When someone shares your status update.
Note: When content is deleted, status points are also deleted.
Awarding Badges and Points
You can award other community members a badge to recognize their contributions, and even give them
some of your status points.
If your community manager has enabled Jive Rewards, you can celebrate and thank other community
members by awarding them badges, and optionally some of the status points you've earned yourself.
Badges will show up on the Rewards page, and the community member will receive a notification that
explains why.
To hand out a badge and optional points:
1. Go to yourcommunityurl/rewards. You'll see the available badges at the top of the badges tab.
2. Select a badge.
3. Start typing a person's name in the Give to field, and select their name. You can only give one person a
badge at a time.
4. In the optional message field type a brief thank-you message, or explain why they're getting the badge.
For example, you could type "Thanks for answering so many customer questions!" This message is
shown on the Rewards page and in the notification the user receives.
5. If you want to give points with the badge, move the points slider. Points will be removed from your
community total and added to theirs. Point levels will affect leaderboards, but won't affect any missions
that have already been earned.
6. Click Give Badge.
| Using a Jive Community | 68
Sharing Content with Other Places
In the same way you can share content with people, you can share it with one or more places. This feature
may not be turned on if you're using an externally-facing community (typically those serving customers,
partners, and vendors).
To make life easier for people who tend to focus on certain groups, spaces, or projects, you can share your
content with their place even if you originally post it in your team's place. When you share content with
another place, it will show up in that place's activity stream. Anyone following the place where the content
is shared will receive a notification in the stream.
This is a great option for the Documentation team, who might be posting a discussion in their own
Documentation group for feedback, but they also want to get the subject matter experts to review the
content, so they go ahead and share the discussion with the Feature Team's group so that team sees it
along with specification documents and feature wireframes.
To share content with multiple places:
1. Go to the piece of content you want to share, such as document, blog post, status update, discussion,
question, and more.
2. Click Share.
3. Enter the name of the place you want to share the item with, or use the place picker to navigate to and
select the place.
Note: People who don't have access to the original content will not have access to the shared
one either. For example, if you post a Contact List document in the Human Resources group,
and there are some Engineering managers who have access to the Human Resources group,
but they spend most of their time in their Engineering group, you could share the document with
the Engineering group, which is open, and know that only the managers can search for and view
the Contacts List document.
4. Add more places if you'd like.
5. Type a little note about the share in the Message box, or do nothing, which uses the default text
provided.
6. Click Share.
You'll see a green bar at the bottom of the screen letting you know the Share was successful. At the top,
you'll see the places it has been shared with so you can keep track. Click the x other places link to see
which other places the item has been shared with.
Who Sees My Stuff?
In Jive, People post Content in Places. This means that all content (discussions, documents, blog posts,
and so on) are published in a "container" place (space, sub-space, group, or project). All places have
visibility permissions set by the place's owner(s) that determine who can see the content posted in that
place.
| Using a Jive Community | 69
Create Hidden Content
In addition, each user has his/her own "personal container." Content that you set as Hidden before you
publish it is stored in your personal container and is private to you. When you publish Hidden content, only
you will see it as a content update in your streams; other users will not. You might want to read How Can I
Create a Document Just for Myself?
Note: Externally-facing communities (those serving customers, partners, and vendors), do not
have this feature.
Limit Content to a Few People
Alternatively, you can publish something in your personal container and select to show it only to Specific
People whom you designate before you publish. In that case, only you and those other people can see the
content and only those people will see it as a content update in their streams.
Limit Content to Multiple Places
You can also publish in one place and share it with other places. As long as people have access to view
the original content, they'll also be able to access it from the place you share it with. They can find it in the
Content tab for that place.
Limit Discussions and Questions to a Few People
You can publish discussions and questions so that only a few people can see them.
Save a Document or Blog Post as a Draft
Another handy feature is Save As Draft which allows you to share a draft of a document or blog post with
one other person or more before you publish it. This is helpful for working together on a document or blog
post before you publish it for a larger audience. Drafts are not visible in any streams.
What's the Difference Between a Document, a Blog Post, a Question, and a
Discussion?
Documents, blog posts, questions, and discussions have different purposes and rewards.
Documents, blogs, questions, and discussions were born and raised on the Web, so you use them in Jive
as you would there. The following table suggests ways to think about these content types.
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Documents
Blog Posts
Discussions
Questions
Express a point of
Make a short
Ask the community a
with others
view; call something to
observation or assertion question. See Getting
on a single
others' attention; make a to get feedback; report
more out of discussions
document;
proposal to get feedback a problem. See Getting
and questions.
capture
from others; ponder an
more out of discussions
information
idea. See Getting more
and questions.
that should
out of blogs.
Purpose Collaborate
be available
for a while;
create a report,
agenda, or
meeting notes.
See Getting
more out of
documents.
Format
Most of the
Most of the content is
Most of the content is in
Most of the content is in
content is in
usually in the initial post, the form of replies to the the form of replies to the
the document
with reader comments
initial assertion.
initial question.
itself; comments appended.
by readers and
authors are
appended.
Style
Somewhat
Informal, usually in the
Informal, usually in the
Informal, usually in the
formal, often in
first person.
first person.
first person.
Whenever comments
Whenever replies are
Whenever replies are
are added. Edits to a
added, and whenever
added, and whenever
edited (and
blog don't trigger an
a reply is marked as
an answer is marked as
"minor update"
update.
Correct or Helpful.
Correct or Helpful.
the third person.
Stream
Whenever the
Updates document is
isn't selected),
and whenever
comments are
added.
Status Update Tips & Tricks
Status updates let you interact with others in the community. You can also delete your own updates, see
who liked them, see other people's updates, and several other fancy things.
Interact with Others from Status Updates
Comment on, share, follow, or repost a status
update by clicking any of these commands in the
| Using a Jive Community | 71
footer of the update (yours or others'). This is a fun
way to engage with other community members.
Limit Your Status Update to a Specific Group
Share your update with only a specific group by
clicking Change beneath the status box and then
selecting the group before you post. When you
post a status update to a group, only members
and/or followers of that group will see the update
in their attention streams. If the overview page of
the group includes the Recent Activity widget, the
status update will be displayed there as well.
Delete Your Status Update
Delete your own update by going to your Inbox
and clicking on the time stamp in the update
(for example, "posted 2 hours ago"). From the
permalink page, click Delete. You can also delete
an update by going to your user profile and clicking
Activity > Status Updates. From there, click the
update's time stamp, and then Delete.
See Who Liked Your Status Update
Click the number next to Like in your status update
to see the people who liked it.
Use Tags in Your Status Updates
Insert one or more tag(s) in your update by
preceding keywords with a hash or pound sign (#)
so that you and others can find the update more
easily later. For more on tagging, see Using Tags
on page 48.
Filter by Status Updates
Filter any of your attention streams by selecting
Filter > Status Updates.
See Someone Else's Status Updates
Click a person's avatar or name from any of your
attention streams, or search for the person from
the People finder or Spotlight search. Click on the
person's name to go to their profile page, then click
Activity > Status Updates.
What are Categories?
Categories associate content with keywords for easier searching later.
Content categories are words or phrases predefined by administrators within a particular place (a space or
social group). If there are categories available in the place, it usually means that the place's administrator
has given thought to how that place's content should be grouped. An administrator who creates a category
can optionally associate certain tags with it behind the scenes. (These categories are used only inside a
| Using a Jive Community | 72
single place, and are different from the Place Categories that are used to tag and find groups, spaces, and
projects.)
How Do I Apply Categories?
You can assign categories to your existing or new content.
To assign your content to categories:
1. Open the content for editing and scroll to the bottom.
2. Beneath the editing window, under Categories, you might see a list of categories that have been
defined for the place in which the content lives. Select check boxes for the categories in which your
content seems to belong.
How Do I Create a Poll?
Use polls to get instant feedback on a question. A poll is a fast and fun way to ask a multiple-choice
question in the community.
When you create a poll, you define the question and the possible answers. For example, you could create
a poll asking the community if your team should change a workflow process or create a bagel day on
Fridays. A poll appears on the home page of the space it's created in. As people respond to the poll,
results are shown graphically as colored bars. (A person can vote only once in the poll.)
To create a poll:
1. Click
>
Poll.
2. Give the poll a title. The title will appear above the list of options in the published poll, so you should use
it as the poll's question. For example, "Where should we have the holiday party?"
3. In the Choice 1 and Choice 2 boxes, type in answer options. For example, choices for the holiday party
poll might be, "In the office," "In a restaurant," "At someone's house," and so on. You can also add
choices.
4. Optionally, add a description to provide more information about the poll. The description will show below
the title, and above the options or the results, depending whether the poll is completed.
5. Select where you want to publish the poll. To get wider participation, publish your poll to the entire
community and then share it with people and groups who might be interested.
6. Add any tags to the poll so it will show up in searches.
7. If your poll will be published in a space, optionally select the Category to which this poll belongs.
8. To change the publish and end dates of the poll, click Advanced Options > Change voting options.
You can set the date when you want to publish the poll (immediately or a specific date) and when you
want voting to end (on a specific date, in X amount of days, or manually).
9. Click Create.
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What is an Event?
An event is a great way to invite people to community activities, and to track RSVPs or just use events
privately to manage your own schedule. Events can be created in spaces, groups, projects, or your own
personal container, like other content types.
To learn how to create an event, or learn more about them, see our Events help, which can be found at
https://docs.jivesoftware.com.
How Can I Create a Document Just for Myself?
Create a Hidden document to keep it private. Later, you can change the visibility to include other people if
you need to.
Note: Externally-facing communities (those serving customers, partners, and vendors), do not
have this feature.
You can create documents that are visible only to you. To do this, click
>
Document (or Uploaded Document. When you finish, click Hidden in the visibility options before you
publish or save as a draft to ensure no one else can see it. To see your Hidden document later, go to
Content > Authored in the main navigation menu and then filter by Documents. From there, you can edit
your document and keep it hidden, or you could make it visible to other users by changing the visibility
options before you publish the document.
To understand which content types can be hidden, limited to specific people, or public, see Content
Visibility Options on page 132
You can also keep bookmarks private if you don't want others to see them. In addition, if you assign
yourself a personal task, no one else can see the task.
How Do I Use the Save Draft Feature?
Use the Save As Draft feature to quickly jot down and save your thoughts in documents or blog posts.
Then, you can come back later to edit and publish your content. You can also collaborate with others on
saved drafts before publishing them.
You can use the Save As Draft feature on blog posts and documents. This can be useful if you need time
to marinate your thoughts a little before publishing something. Just create a document or blog post and
click Save Draft. Later, when you want to edit it, go to Content > Drafts to see your all your saved drafts.
From there, filter your Drafts results by Documents or Blog Posts, find and click on the draft, and then
click Edit. You can edit the content and save it again as a draft, or publish it. Drafts are not visible in any
streams.
Collaborating on Drafts
You can collaborate on drafts of blog posts or documents before you publish them. Just create the post
and save it as a draft. From there, click Share. Select the people you want to share the post with, include a
| Using a Jive Community | 74
message for them, and then click Share. The recipient(s) will be able to edit the post and either save it as a
draft or publish it.
Getting More Out of Profiles
Use your profile to express who you are to your community. If you have something you want the
community to know about you, add it to one of the cards that can be found here.
Your profile also shows everyone what you've been working on, who you're connected to, the recognition
you've been getting, and the groups you've most recently visited.
Set Up Your Profile
Setting up your profile is the first step to participating in the community.
Your user profile provides community members with an easy way to learn about your skills and interests.
Your profile shows up in search results when community members search for keywords contained in your
profile. You can update your information at any time.
To set up your profile:
1. Click your avatar in the upper right corner and then click Edit profile.
2. Click the Avatar or Photos tab to change your avatar and to manage your photos. Your avatar and
other photos let people "meet" and recognize you in person. Your avatar lets community members
quickly associate your comments and status updates with a simple visual cue.
3. Click the Profile Details tab and fill in as much profile information as you like. Note that your profile
will be found when people search, so if you have professional roles or interests that would be useful
for others to know about, be sure to include them. You may not be able to edit certain fields, such as
username. Usually the community manager sets up these fields for you.
4. Click Privacy to edit your privacy settings. These control how different types of users see your profile.
For more information on privacy settings, see Securing Your Profile.
5. Click Finished.
Adding and Endorsing Skills
Feature skills on your profile by adding them. Endorse others' skills by going to their profile.
Skills not only provide more information about others in your community, they tag people with those skills,
so when you search the community for users, you can filter by skills.
1. Add skills to your own profile, or endorse someone else's skills:
•
To add your own skills, first go to your profile by clicking your avatar in the top right and selecting
View Profile. Add your skills by clicking New skill in your Skills and Expertise card.
•
To endorse skills for a community user, go to their profile and click Endorse.
2. Select a popular tag, or create a new one—just type a word or phrase and press Enter to turn it into a
tag. Community users need to accept new endorsements via an Inbox notification before they show up
in their profile. You'll see new skill alerts in your activity once community users approve endorsements.
To back up an existing endorsement, just click the plus sign next to the skill listed in their Skills card.
| Using a Jive Community | 75
Securing Your Profile
If you're concerned about privacy, you can limit who sees different parts of your profile by editing your
privacy settings.
1. To edit your profile, click your avatar in the upper right corner and then Edit Profile.
2. Select the Privacy tab.
3. For each profile field, select the type of user who can view it. If you select everyone, then all users can
see the contents of that field. Make sure you don't hide too much about yourself because that's how
others will connect with you. Your community administrator may control who sees certain fields, such as
those without a Visible to... option.
Note: You can take a look at how others will see your profile by using the Preview your profile
tool to the right. Just select the person whose view of your profile you want to see.
4. Click Finished.
Getting More Out of Discussions and Questions
Use questions and discussions to ask questions or introduce new ideas to the community.
Here's the difference between these two content types:
Questions
A Question can help you get a quick answer to a
burning question, for example, "Have you seen
my red stapler?" or "How many pieces of flair are
required on our uniforms?" Anyone can jump right
in to answer your question in the comments.
Discussions
A Discussion can help you get feedback on
your latest idea or assertion, for example, "The
Accounting team needs feedback on the new
expense reporting process" or "To fix or not to fix
the old copier on the third floor..." These kinds of
open-ended questions or ideas can encourage a
good discussion in the comments. You or other
users can mark any of the replies as the Decision,
a Success, or for Action. To learn more about this,
check out Using the Marking Feature on page
101.
To start a new question or discussion, click
>
Question/Discussion. (You may not see these options depending on how your community is set up). For
either a question or discussion, you can attach a file or insert an image, video, or code example to better
explain your question or idea to the community.
| Using a Jive Community | 76
Later, if you want to transform a question or discussion into a document, you can save it as a document.
For more information, see How do I convert a question or discussion thread to a document?
Tips & Tricks
•
If you want to keep track of unanswered questions in a place, use the Unanswered Questions tile on the
place's Activity page. See Using Tiles and External Stream Integrations on page 169.
•
If someone replies to your question or discussion with useful information, it's good practice to mark their
reply as either Helpful (discussions and questions) or Correct (questions only). That way, others who
have the same question or thought can quickly see which replies are the most useful. A Helpful reply is
on the right track, while a Correct reply answered the question. Correct and Helpful answers earn status
points for their creators. (Note that only system administrators, place owners, and question authors can
see the Correct Answer option).
•
Tag discussions and questions so that others can search for and benefit from them later.
Choosing Where to Publish a Question or Discussion
When you're ready to post the question or discussion, you'll need to decide how and where to make it
visible. Carefully choosing a space or social group will make the question or discussion more visible to
people who follow the place where you publish it. For example, publishing a question about technical
support in the IT group can ensure the question is displayed in a stream for users who follow or belong
to that group. Your question will also inherit the permissions of the place where you publish it. Therefore,
keep in mind that publishing in a members-only group limits participation to people who are members of
the group. If you want community users to be able to search for and stumble across your question, don't
publish it in a private group. On the other hand, if you need a question or discussion to be confidential, a
private group could be exactly the right place. You can also choose to publish your question or discussion
only to specific people.
What Are Flat and Threaded Views?
From your Preferences page, you can set discussion replies and content comments to display all on one
level (flat) or indented hierarchically (threaded).
To set up your view style preferences, click your avatar in the upper right corner, and then Preferences.
On the General Preferences tab, select your Discussion View and Comment View styles, and then click
Save.
Note: Replies to Questions are shown in a unique order: the Correct Answer is always shown at
the top, followed by replies with the most Helpful marks.
Flat view
display comments and replies chronologically
in the order they were received, and there is no
indentation between responses. This view can be
helpful if you like to see comments in the order
they were made. However, it can become difficult
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to follow conversations between people when a
discussion is longer than a few comments.
Threaded view
In a threaded view, you can see which post a
person is responding to because comments and
replies appear indented beneath the post to indicate
embedded replies or comments. This can help you
follow conversations because responses remain
associated together visually, like so:
Getting More Out of Documents
Jive is a powerful tool for creating and uploading documents, collaborating on them with others, and
managing versions.
You can create documents in Jive or upload documents from outside of Jive, such as Microsoft Office
documents or Adobe PDFs. (For information about uploading external files to the community, see
Uploading a File.) Documents can be available for viewing or editing only by you, a group of people you
| Using a Jive Community | 78
designate, or the entire community. You can also view and manage the changes between versions of a
document, including restoring a previous version so that it is the current version.
To create a document, click
>
Document and start writing.
Choosing Where to Publish a Document
When you're ready to save the document, you can decide how and where to make it visible.
Choosing a place such as a space or social group will make the document more visible to group members
who follow the place where you publish it. For example, publishing your schedule document in the Sales
Kickoff Planning group will highlight your planning for anyone who's following that group in a stream. Your
document will also inherit the permissions of the place where you publish it. Publishing in a private group,
for example, limits the viewers of your document to the people who are members of the group. If you want
community users to be able to search for and stumble across your document, don't publish it in a private
group. On the other hand, if you need a document to be confidential, a private group could be the right
place.
Controlling Who Edits the Document
Even when you publish your document in a public place, you can still control who can edit it. After you add
the text for your document, scroll down the page and use the Collaboration Options to set the editing and
commenting permissions. You can also specify that another user must approve the document before it is
published. To learn more about this, see Document Approval on page 146.
If you want to be the only one who can see your document, select Hidden. You can add more people as
viewers or collaborators later if you change your mind.
Note: Externally-facing communities (those serving customers, partners, and vendors), do not
have the Hidden feature.
Managing Versions
When a document has been edited and published multiple times, you can view and manage the
differences between versions and delete specific versions, or restore a previous version so that it is the
current version. To manage a document's versions, navigate to the document and then click Version.
Now you can view the changes between versions, restore a version to be the current version, or delete a
version.
Uploading a File to Jive
You can upload a variety of files to the community to collaborate on them with others.
Depending on how your community manager has set up your community, you can upload a variety of
external file types such as Microsoft Word documents, Adobe PDFs, and so on. After you have uploaded a
| Using a Jive Community | 79
Microsoft Word, Excel, PowerPoint or PDF external file, you can view and navigate through a preview view
of its pages.
Note: If you have Jive for Office, manage and sync the document with the community while
working within Office (Windows only). For more information about this, see Working with Shared
Office Documents.
Uploading a file is a great way to include an externally-authored document or track its progress. For
example, you can upload a Word document, then add collaborators so that it gets reviewed in Jive by other
team members.
To upload an external file to Jive, click
>
Files, then click to select the file you want or drag and drop it into the interface. If your community manager
has enabled the antivirus feature, there will be a slight delay while the file is being scanned for viruses. For
more on where to publish, and controlling who edits, see Getting More Out of Documents on page 77.
Uploading Multiple Files
You can use the same procedure to upload up to 50 files. (Some communities may have a different
setting.) Files will be named automatically based on their original filenames. However, you can edit the
names afterward for greater clarity.
You don't need to worry about filling the activity stream with notifications or sending multiple email
notifications when you upload more than one file. When you upload multiple files, the notifications will be
bundled together into a single notification. If there are only a few, you can see previews of the files in the
stream.
Working with Shared Office Documents
With Jive for Office, you can share your Office documents with others in your online community. As you
make changes to a shared document on your computer, Jive for Office synchronizes the document with the
version that's visible in the community, and provides real-time notifications to users working in the same
document. The notifications tell users that content has changed, plus give them the option to incorporate
the changes into their version using a merge tool. This keeps the content on the community up to date, but
also synchronizes comments, tags, and collaboration settings between the community and your document.
This feature is supported for Microsoft Office versions 2003, 2007 and 2010 running on Windows.
Note: If you have the appropriate permissions, you can edit everything but the content of a shared
document in the community. In the community you can edit descriptions, tags, and categories, and
you can use an Office program to edit the document content.
What You Can Do
With Jive for Office, you can upload Microsoft Office documents to your community, then keep changes to
the document in sync while you work in Office.
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In particular, with Jive for Office you can:
•
Upload Office documents to your community without leaving Microsoft Office. When you upload a
document, the community displays a preview of the document (although it must still be edited using
Microsoft Office).
•
•
Use Jive in the Office toolbar ribbon to:
•
Change collaboration options to indicate who can edit the document in the community.
•
Create a document for your community.
•
View the currently published version of your local document in your community.
•
Share your document with others.
•
Check for updates to the document.
Use the Dashboard to:
•
See who else is editing the document.
•
See how many people viewed the document, who created it, and who’s contributed to it.
•
View, add, delete, and reply to comments.
•
View and add tags to help categorize the document in the community.
•
Edit the document's description.
•
View older versions of the document.
•
Rate the document, and see how others rate it.
•
Browse files similar to the open file.
•
Take a look at more files created by the author.
•
Rate the document, and see how others have rated it.
Get set up
You'll need the Jive for Office add-in to share documents between Office applications and your community,
which requires Microsoft Windows. If you don't have the add-in, you can get it when you're viewing an
uploaded Office document in the community.
To get the Jive for Office add-in:
1. In your community, navigate to—or upload—an Office document.
| Using a Jive Community | 81
2. To the right of your document, click the Download Jive Connects for Microsoft Office link as shown
in the following image.
Get connected to your community
After you first install Jive for Office, it might not be completely set up to connect to the community you want
to synchronize documents with. To connect, you need to provide your user name and password.
To get connected to your community:
1. In the Jive menu, click Accounts.
2. Click Add to add your Jive account.
3. Enter the Community URL, which is the exact URL that you use to navigate and log in to your
community.
4. Enter your Jive user name and password.
5. To begin adding documents to the community, see Add a document to the community.
Add a document to the community
To have an Office document appear in the community, you can either add it using Jive Connects for
Microsoft Office or upload the document from inside the community.
To add a document using Jive Connects for Microsoft Office:
1. Connect to the community. For more on this, see Get connected to your community.
2. Open or create a document in Microsoft Office.
3. Click Jive > Publish New as shown in the following image.
Note: Once the document lives in the community, clicking Publish Update uploads your
changes to the community.
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4. In the dialog box, navigate to the place in the community where you want to save the document.
5. Enter the name in the Document Name field at the bottom of the dialog box. You can also add tags to
help other users find your document in the community; provide an optional description; and decide who
can edit your document. You can even change the local file location for your document by editing the
Store At path.
Note: You don’t need to save your document or changes to your document locally before
publishing to Jive
6. Click Save.
7. To synchronize documents with the rest of the community, see Keep documents synchronized.
Once the document is added to the community, you can click Jive > Dashboard to display a panel
of information about the document, such as comments, ratings, and the current version number. The
following image shows the Dashboard.
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To add a document from inside the community:
1. From your community, click New > Document.
2. Select Upload a File.
3. Select the location for your document.
4. Click Choose File.
5. Select the file from your desktop.
6. Click Publish. Depending on the size of your document, it might take a few seconds to upload it.
Create a new document from an existing one
To avoid a few steps, you can just upload an existing document and rename it as a new document to
start fresh with in the community. This creates a new uploaded document in the community, leaving
the previous uploaded document in the community as it was when you last synchronized. The new
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document will have the content of the previous one, but won't have its other properties, such as comments,
collaboration settings, tags, and so on.
Note: Making a new document in this way leaves you with an Office document that has the same
content, but without all of the community-related information. To get the previous Office document
with that information, go to that document's page in your community and click the Download link
beneath its preview.
To create a new document from an existing uploaded document:
1. In Office, open the document you want to start from.
2. Select Jive > Publish As.
3. In the dialog box, navigate to the place in the community where you want to save the document.
4. Enter the new name in the Document Name field at the bottom of the dialog box.
5. Click Publish.
Keep documents synchronized
After you've connected your community to Office, Jive Connects for Microsoft Office keeps your documents
synchronized with the community. Jive for Office does the following:
•
Updates the document preview in the community when you save changes to the document's content.
•
Updates the Office document comments list with comments made in the community.
•
Lets you see updates from others in your community and review them before using them.
•
Keeps changes to community-related document properties in sync between the Office application
and the community. When a change is made in one place, it shows up in the other. You can see the
following properties in the Dashboard:
•
Tags
•
Categories
•
The document's title
•
The document's description
•
Revision activity
•
Document's state
To grab document updates from the community:
1. When your document has been updated by someone in the community, you get a realtime pop-up notification. You can also click Check for Updates if you're feeling impatient.
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2. If there are no changes, a message tells you so. Otherwise, you can select how you want to deal with
the changes:
•
Replace my version to accept the newer version, overwriting your own local changes. (You can
also Overwrite Local Version from the Jive toolbar at any time if you want to discard your local
work and start over with the published version.)
•
Merge and Review to review which changes you want to use.
•
Ignore to continue working without accepting or rejecting changes at this time.
3. When you're done working, save your changes so others in the community can see your recent
changes.
4. If at any time you want to overwrite the current local document with the version on the community, click
Check for Updates > Overwrite local version in the Jive toolbar.
Work with document versions
As you work on a document in Office, Jive Connects for Microsoft Office keeps track of changes, including
community-related information such as comments. It can sync your changes with what's going on in the
community with the click of a button. You can even view the changes that have been made since previous
versions of the document while in Office. You can also save a previous version as the current one.
Note: The version management feature does its work in part by using the change tracking feature
built into Office. That means that if you download a document that someone has made changes to,
you might see revision marks placed there by the change tracking feature. The document is fine,
but the revision marks can make it hard to read. You can hide the marks in the following ways:
•
In Word 2007 or 2010, select the Review tab. In the Tracking group, select Final in the Display
for Review drop-down menu to hide the changes.
•
In Word 2003, locate the Reviewing toolbar. In the Display for Review drop-down menu, select
Final.
Work with document revisions
Jive Connects for Microsoft Office creates a new version of a document whenever you save changes to the
document.
To view previous versions of a document:
1. Open a community document. You'll see the dashboard on the right. (If you don’t, select Jive in the
toolbar and click the Dashboard button.)
2. Under Versions, if the version you want to see isn't visible, scroll down to display it. Previous versions
will be listed with the date/time when they were saved. If you mouse over a version, you'll see the name
of the person who published that version.
3. From the list of versions, click the one you want to view.
Note: You can't save a previous version as the current one. To recover a previous version, open
that version and publish it under a new name.
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Work with document activity
Jive Connects for Microsoft Office displays a list of activity related to the document. This activity includes
versions saved and comments added. By clicking certain items in the activity list, you can add information
to it. For example, You can view and add comments from the Comments tab.
To view document activity:
1. In Office, click Jive and then click the Dashboard button.
2. In the Overview panel, you can see details about the document, such as when it was last edited and
what version you're looking at.
3. Click the arrows next to tags, categories or description to add or edit this information and have it show
up in the community.
4. Click the Comments tab and then Reply to add a comment to the open document. These comments
show up in the community as comments. For more on this see Add a comment
5. You can also browse other documents that the author has created or documents similar to the open
document.
Add a comment
When you comment on a document in Office or the community (as opposed to adding inline comments
in the body of a document), your comments are synchronized and appear in both places. When you
add inline comments in either location, these comments are visible where they are created, but are not
synchronized or visible from the other location.
There are two kinds of comments for shared Office documents:
•
Document comments are like those people make elsewhere in the community. People can usually
comment on shared documents just as they comment on other kinds of documents. These are added
in the community or in Office. You can see these in Office when you go to Jive > Dashboard and then
click the Comments tab.
•
Inline comments appear in the document itself. An inline comment is a way to add a comment to a
particular part of the document. When you add an inline comment in the community, it shows up in the
community on the Inline Comments tab at the bottom of the document, as well as in the document
preview, but is not visible in Office. Inline comments you create in Office can be seen in the Review
tab when you select Final Showing Markup in the Tracking group, but cannot be seen in the Jive
community.
To add a document comment:
1. In Office, go to Jive > Dashboard and then click the Comments tab.
2. Type your comment.
3. Click Add.
4. You can also click Reply to reply to an existing comment, or Delete to delete an existing comment.
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Add collaborators
By default, when you use for Office to add a document to your community, the document's collaboration
options are set as follows:
•
Only you can edit the document when you save to your personal container.
•
Anyone can edit it when you save it to an open place.
You can change these defaults to fit the document needs.
To change collaboration options:
1. On the Jive toolbar, click the Collaboration button.
2. In the dialog box, select the option to set who can edit:
•
Specific people—Only the people whose names you choose can make changes. If you select this,
begin typing the person's name in the box beneath Specific people. When their full name appears,
click it to add it to the list.
•
Just you—Only you can make changes to the document's content.
•
Anyone—Anyone in the community can make changes.
3. Click Update.
Reserving Files and Documents
Marking an uploaded file or a document as Reserved indicates that someone is currently editing it, so other
users won't edit it until the Reserved badge is removed. It does not actually lock the file or document.
The Reserved badge provides important information about file status for anyone who can't use Jive for
Office to edit and merge uploaded files, for example Mac users. It can also be used to warn users off a
published Jive native document that's not ready to be edited by other people yet. (Note that if you want
to hide an in-progress Jive document before publishing it, you can just save it as a draft and share it with
anyone you want to.)
When an author or editor marks a file Reserved, anyone can see who reserved the file and contact the
person if they're unsure whether it's OK to proceed with editing. Anyone with the rights to edit a file or
document also has rights to mark it as Reserved. When someone reserves a file, the author and anyone
who has already edited the document will receive an Inbox notification. You can filter content to find
reserved documents, too.
This feature has a slightly different meaning for uploaded files and Jive documents:
•
For uploaded documents, Mark as Reserved warns users who don't use Jive for Office that publishing
a new version could overwrite and invalidate a version someone is working on locally. (Windows users
with Jive for Office have live merge capability and don't need this feature as much.) Currently, marking
a file as Reserved will not lock the document or prevent uploading another version. But any another
user who clicks Edit with the intention of uploading a new file will see a message pointing out that the
file is currently reserved for editing.
•
Jive native documents already provide an indicator when someone has started editing a document.
already exists. (However, note the lock on the document while someone is editing only lasts ten
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minutes, and after that it's possible to edit the document and overwrite another user's changes.) Mark
as Reserved replaces the need to put "WIP" or another indicator in the title when a document isn't in a
state where you'd like other users to jump in and edit it. In other words, it shows an author or editor's
intention to keep working on the document undisturbed until the next time that author publishes it.
How to Reserve an Item
To mark a file or document as Reserved, just use the Actions menu to Mark as Reserved. This won't lock
the document, but it will alert other users you are planning to update the item and they should wait or
contact you before editing.
Reserving a document or file is a lightweight way to alert other users you're working on a document. The
Reserved badge doesn't prevent anyone else from editing, but it shows information about who is working
with the item, making it easy for other people to check in with you before adding their own edits. This is
especially useful if you're using uploaded files, but can't use the Jive for Office program for collaborative
editing.
To mark and unmark a file as Reserved:
1. To mark a file or document, go to its page and in the Actions menu, click Mark as Reserved.
You'll see the Reserved badge at the top of the document.
2. To unmark the file, use any of the following methods:
•
Click the Unmark link next to the Reserved label.
•
Publish the item. When you or anyone else publishes a new version, the Reserved badge is
removed.
•
Mark it as Final, Official or Outdated. These markings override Reserved and the reserved badge is
removed.
Getting More Out of Blogs
Use blog posts to express ideas or opinions and get community feedback. If you've got something to say,
get your blog going!
•
Use your blog to express opinions, call attention to noteworthy items you've seen (such as an article on
the Internet), or make proposals.
•
Because other people can comment on your blog posts, they are a great way to pitch ideas that could
impact the team or the organization. Of course, you can comment on other people's blog posts, too.
•
Your community might include several blogs, for example, "Bill's Blog" (with posts from Bill) or "The
Human Resources Blog" (with posts from people in the HR department). Your administrator creates
personal blogs and associates them with particular people or teams.
•
If you want to see some of the blogs in your community, go to your avatar > Your Content, select All
on the left, and then click Blog Posts. You'll see the latest blog posts from around the community.
•
To start a new blog post, click
>
Blog post.
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Note: If you haven't created a blog before, you'll get a choice between setting up your own
personal blog and posting in a blog belonging to a particular place. Place blogs typically relate to
the subject matter of a group or space.
•
After you've written some content and decided where to publish it, you can also decide whether to
publish it right away by clicking Publish, or whether to schedule it for a later date. Select Schedule
when this post gets published and then select the time and date you want.
Managing Blogs
When you manage your blog or your place's blog, you can create new posts, view and post comments,
import content from an external blog into your Jive blog, subscribe to your blog's comments, and set other
options.
To manage your blog:
1. Go to your avatar > View Profile.
2. Click Content and click on your blog's name to go to your blog's home page.
Note: You may not see your blog if you haven't created any blog posts.
3. Click Manage in the Actions list on the right.
If you are a place owner, you can manage your place's blog, too. From your place's landing page, go to the
gear icon > Blog.
Designing Blog Posts
You can choose arresting visual elements for your blog post, including images and an enlarged initial
capital.
Some blogs are more word-focused and others are more image-packed. However, you can use the
following information and best practices to help make your blog posts look good:
•
Include a banner image at the top. If you choose a wide image, you can select which part is displayed
using the Background Position controls while you're selecting the image. The image will scale to the
size of the browser or screen and will fill the banner area, so you'll see some variation in how the
banner is presented. An image 1200 x 500 pixels typically works well.
•
If you want to use a decorative initial capital, select Enlarge the first letter in the blog post.
•
Change the size of inline images using drag and drop. To return an image to its original size or change
its alignment in relation to the text, click the image and then the image icon.
Importing Content into My Blog
If you have content from another blog that you want to bring into your Jive blog, you can import it by
converting it to Movable Type first.
If you've got a blog in Jive, you can import content from your other blogs. You'll need to first export content
from those blogs into the Movable Type import format. Some blogging tools can do that pretty easily.
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Note: If you export content from WordPress, you might need to do a little editing of the exported
content before you import it. When your WordPress blog posts include HTML tags, the file exported
from WordPress omits tags needed to tell Jive that the HTML is there. You'll need to enclose the
content in <body> tags before importing. Here's an example:
Before
This is my <b>BOLD</b> HTML example.
After
<body>This is my <b>BOLD</b> HTML example.</body>
To import content into your Jive blog:
1. Open your profile by going to the top right and selecting your avatar > View Profile
2. Click Content.
3. Under Your Blog, click your blog name.
Note: You won't see your blog here until you have published at least one blog post.
4. Click Manage in the Actions menu.
5. Click Import under Manage.
6. Click Choose File.
7. Find and select your file, and then click Open.
8. Click Upload File.
Creating a Custom Blog Stream
Use these steps to quickly create a custom stream for all your favorite community blogs.
1. First, create your own custom stream and call it something like Awesome Blogs. Save the stream, but
don't add anything to it yet.
2. Now, navigate to a community blog you like. A good way to do this is to go to Content > All > Blog
Posts. When you find a post from a blog you like, click on it, then click the name of the blog post. This
will take you to the home page of the blog.
3. Click Follow, and from the pop-up list, select Awesome Blogs. Every time this blog is updated, you'll
see a stream update.
Tip: If you receive email notifications for your Awesome Blogs stream, you'll get an email every
time a followed blog is updated and every time someone comments on the blog. You may want
to select your avatar > Preferences and unselect Email for Awesome Blogs. If it's greyed-out,
this option is unavailable in your community.
Getting More Out of Visual Media
Make your Jive content more engaging by using images, collections, and videos. You can also apply these
forms of visual media to your Jive place.
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Images and Collections in Jive Places
Make your Jive places more engaging by sharing and saving sets of images through collections.
From the Images tab, you can view all of a place's images, gather images into collections for viewing
together, and share collections with others.
About Collections
You can gather images from a place into collections based on filters and sorting that you select, then share
the collections with other community members.
•
If you have view permissions for a place, you can view, share, create, and edit collections.
•
If you have create permissions for a place, you can add images that can be used in collections.
•
If you have administer (place owner) permissions for a place, you can save collections for viewing and
sharing later and manage your place's collections.
Viewing Images and Collections
When you select the Images tab, you will see the place's images and collections.
•
The All Images collection is displayed when you select the Images tab. You will also see the Yours
collection, which includes any images that you added to the place.
•
Select an image from the center of the page and use the right and left arrows to start scrolling through
the collection.
•
You can also choose a different collection from the library at the top of the page to view the images in it.
•
Except for All Images and Yours, the collections in the library have been created and saved by the
place owners.
Tip: Don't see any other collections? Make one! If you are a place owner, you can save it, and it
will be added to the collections library for others to view and share.
•
Images appear in the Images tab when they are added to a place using this method.
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Restriction: Images added through the insert image icon in the content editor; images attached
to content; and images added to tiles, widgets, or banners will not appear in Images and cannot
be used in collections.
Adding Images to Places
If you have create permissions in a place, you can add images to it. Once you add an image to a place,
you and other place members can view it and/or use it in collections.
Tip: Collections are based on an image's tags, categories, and author, so it's a good idea to tag
and categorize your images when you add them.
To add images to a place:
1. You can add images to a place in one of the following ways:
From the Images tab
Select Images > Add Images
From the Pencil icon
Select
>
Files
From the Actions menu
Select Actions > Files
2. Select Click to select files to browse to the image or drag and drop the image file.
Note: You can upload multiple images at once. To bulk upload, simply select or drag and drop
multiple files before moving onto the next step.
3. Add tags and categories to your image.
Note: If you are uploading multiple images at once, any tags and categories you select will be
applied to all images you are currently adding.
Your image will automatically display in any collections that are gathering the tags and categories you
selected. It'll also appear in the All Images collection.
To add an image to a collection, add a matching tag or category to the image and to the collection.
To remove an image from a collection, remove the tag that is shared by the image and the collection.
To delete your image from your community, select Delete from the Actions menu of the image.
Creating and Editing a Collection
If you have view permissions for a place, you can organize the place's images into collections to share with
other place members. You can also select an existing collection and change the filters and sorting.
You need to add images to a place and tag or categorize them before you can create a collection.
Collections can be created by filtering by tags or categories. Collections use image tags, categories, and
author.
Tip: It's a good idea to tag and categorize your images when you add them so they can be used in
collections.
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To create a new collection, add images by selecting Images > + Add images. You should see a Filter by
Tag, Category or Author field.
To edit an existing collection, select that collection from the Collections library at the top of the page first.
1. Once you see a few images in the Images page, then click in the Filter by Tag, Category or Author
area.
2. From the menu, you'll need to filter all of the existing images before creating your collection. Select
tags, category, and/or author(s) until you've added filters that produce the set of images you want.
Note: Each collection can have only one category and one author. If you select a new category
or author, it will replace the current one.
3. Remove any existing filters that you don't want.
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4. Collections are sorted by Date uploaded (newest first) by default. If you want, you can select a
different sort order from the Sort by drop-down menu.
Share your collection with other community members!
If you are a place owner, you can save your new collection, too.
Tip: If you don't have permission to save a collection, share the collection in a message to yourself
to view it later.
Sharing a Collection
If you have view permissions for a place, you can share any of the saved collections displayed in the
Collections library on the Images page as well as sharing new collections that you create.
To share a collection:
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1. Select the collection that you want to share or create a new collection.
2. Click Share Collection.
3. Click Copy to Clipboard to copy a link to your new collection.
4. Paste the link into any Jive content to share your new collection.
Remember: If you share your collection with community members who do not have view
permissions to the place you shared your collection from, they will not be able to view the
collection.
Saving a Collection
If you are a place owner, you can save collections to display on the place's Images page in the
Collections library.
Attention: If you don't see Save Collection when creating a collection, then you aren't a place
owner and can't save collections. You can still share your collection.
Each place can feature 30 custom collections. To save a collection:
1. Create a new collection.
2. Click Save Collection.
Note: If you are unable to click Save Collection, then you have reached the maximum number
of collections. If you want to save another collection, you'll need to delete one of the existing
collections.
3. You'll have the option to replace it or save it as a new collection.
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Select Save changes to replace the collection with your new one or select Save a new collection to
make a new collection.
4. If you are saving a new collection, enter a name for your new collection and click Save Collection.
Your new collection will be displayed in the Collections library, after the other saved collections.
Tip: You can change the order that collections are displayed in.
Managing Collections
If you are the place owner, you can rename, reorder, and delete collections.
To manage your place's collections:
1. Select the gear icon next to collections.
You'll be directed to Manage saved collections.
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2. Select the name of the collection you want to change.
Restriction: You won't see the All Images and Yours collections here since they cannot be
renamed, reordered, or deleted.
3. Enter the new name.
4. Drag and drop the collections until they are in the order you want.
5. Click
next to any collections you want to delete.
Note: Deleting a collection does not delete the images in it.
6. Click Save when you are done making changes.
Videos in Jive
Bring your Jive content to life by adding videos to your community that you can use in comments, replies or
content.
About Video
If your community has the Video Module and Video Upload enabled, you can upload, record, or embed a
video. You can do all of this within content, in comments or replies, or from the pencil icon.
Videos uploaded using the pencil icon are known as video objects or top-level videos. You can also choose
a video in your community to add to content, comments, or replies. With only Video Module enabled, you
can only embed a video from a website.
Publishing Videos
You can use one of three ways to publish a video in your community. You can insert a video in a comment,
add it to content, or create one using the pencil icon.
Adding Videos to Comments or Content
Add a new or existing video to content or to a comment or reply in your community.
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To add a video in comments or content:
1. In the toolbar of the content editor, click
.
The Publish a Video page opens.
2. Select the method you want to use to add a video.
•
Upload, Record, or Embed: To add a new video that you upload, record, or embed yourself.
•
Browse Jive Videos: To use a video already in your community.
3. If you picked Browse Jive Videos, then select the video and click Insert video. From here, you can click
Add comment or Publish.
4. If you picked upload, record or embed your own video, then you'll see those options in the Choose a
Video Source dialog.
a) If enabled, you will see the option to upload a video from your computer. To upload, select Upload a
Video, click Browse, select your video, and then click Open > Insert video.
b) Use the webcam on your computer to record a video. To record, select Record Via Webcam.
You may need to give Flash permission to access your webcam and microphone. Then click rec >
Upload.
c) Link to a video from a website. To embed a video, select Embed a Video, enter the URL in the field
provided, then click Import video. When you see the video, click Insert Video.
5. Once you see your video, you can click Add comment, Publish, Create Document, or Post.
Creating Videos With the Pencil Icon
Use the create menu, or pencil icon, to create new videos for your community.
To create a video using the pencil icon:
1. In your community, click
>
Video. The Publish a Video page opens.
2. Select the video source you want to use.
Upload a Video
If enabled, you will see the option to upload a
video from your computer.
To upload, select Upload a Video, click Browse,
select your video, and then click Open.
Record Via Webcam
Use the webcam on your computer to record a
video.
To record, select Record Via Webcam. You may
need to give Flash permission to access your
webcam and microphone. Click rec to record the
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video and when you are done recording, click
Upload.
Embed a Video
Link to a video from a website.
To embed a video, select Embed a Video, enter
the URL in the field provided, and then click
Import Video.
3. When you see your video, add a title and description for the video.
4. Select a publish location and then add tags for the video.
5. Click Publish.
Downloading Videos
You can download videos that have been uploaded to the community as long as you have permission to
access them.
Store community videos on your mobile device or computer for use when you are not connected
to the Internet. You can only download videos that have been added as uploaded videos from
>
Video > Upload a Video. These videos are known as video objects or top-level videos.
To download videos:
1. Navigate to the video content you want.
2. Click Actions > Download video.
3. In the Download Options dialog, select the size you want to download.
4. Click the "x" in the top right of the Download Options dialog to close and return to the top-level video.
Featuring & Displaying Videos
If you're a place owner, you can feature a video in your space, group, or project. When users look at the
place's home page, they'll see the featured video in the Featured Content and Featured Video widgets.
To feature a video in a place:
1. Navigate to the Jive place that you own.
2. Click Videos.
3. Select either the video you want to feature or create a video under the Actions menu to upload a new
video.
4. Under Actions, click Feature this video. If you no longer want a video to be featured, you can select
Remove as featured video.
Supported Video Providers and Formats
Jive supports embedded and uploaded videos in content, comments/replies, and video objects (videos
created from the pencil icon).
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Supported Video Providers
•
Perceptive Media for uploaded videos.
Embedded sources for both video object and inline in the body of other content types:
•
Any embed.ly supported source, such as YouTube, Vimeo, and more. For their complete list, see http://
embed.ly/providers.
Custom support for:
•
Brightcove - New Studio
•
Kaltura Cloud
•
Google Drive
Supported Formats for Uploaded Videos
•
Supported video container type -- AVI, MOV, WMV, MP4, MPEG, FLV, 3GP, and 3G2.
•
Supported video codecs -- All of the popular MPEG-4 variants like DivX, XviD, H.264, 3IVX, and
MSMPEG4, plus Windows Media 9.
•
Supported audio codecs -- MP2, MP3, WAV, AAC (typically seen in QuickTime files), Windows Media
audio, and for mobile devices AMR in both narrow-band and wide-band varieties.
Video FAQ
Use these frequently asked questions to help you better understand Jive videos.
Will I see all videos when I browse Jive videos?
When you insert a video into content, reply or
comment by clicking Browse Jive Videos, you
can choose from all videos published to the entire
community, shared with you, or published to places
you have access to, such as a private group you
belong to or a space you have permission to view.
Can I mark videos as private?
Video permissions are consistent with content type
permissions. When you publish a video to a private
place, it will only be available to members of that
place. If you publish a video to a select few users,
only they will be able to view that video.
Should Your avatar > Your Content > Videos
No. You only see videos here that you've uploaded
show all of the videos I've uploaded?
using the pencil icon. When you upload videos into
content types, they do not show up in Your content
except as part of that content type.
Creating a Copy
Copy a document as a new document, discussion, or blog post. You can also use this feature to create
templates from existing documents.
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1. Go to a document you can edit. You must be able to edit the document you want to copy.
2. Click Actions > Create a Copy and then select whether you want to copy the document into another
document, discussion, or blog post. You may not see one or more of these options if the place where
the original document is stored does not support them, or you don't have permission to publish a
particular content type there (for example, blog posts).
3. Click Create a Copy.
4. Edit the new item. Note that the title, body, and tags have all been pulled in from the original document.
You can edit all of these, as well as change the place for the content before publishing.
5. When you're finished editing, click Publish.
If you want to create a template from a document, be sure to read Creating a Template on page 101.
Creating a Template
You can use the Create a Copy feature to create templates for yourself or others to use.
For example, you might want to create a baseline RFP for your salespeople to use that they can edit and
add to before publishing it as a new RFP.
1. Go to a document you can edit. You must be able to edit the document you want to create a template
from.
2. Click Actions > Create a Copy and then select whether you want the new version to be a document,
discussion, or blog post. Note that what you select here is the content type that others will be publishing
from your original document. For example, if I have a template document called New RFP, but I want
salespeople to publish blog posts based on my New RFP document, I would choose blog post here.
Also note that you may not see listed one or more of the content types if the place where the original
document is stored does not support them, or you don't have permission to publish a particular content
type there (for example, blog posts).
3. Copy the link provided for the template.
4. Click Cancel. You won't actually publish the copy of this document; you are just collecting the link that
you can use anywhere in the community.
5. Paste the link anywhere in the community, for example, in the Helpful Links tile in a place that you own.
When someone clicks the link, they'll be taken to the template (based on your original document) that
they can edit and publish. They can change the title, body text, tags, and place of the new item; all of
these are optional. (If they make no changes at all, the new content will be published exactly like the
original, but it will contain a number inside square brackets in the title).
Using the Marking Feature
Turn a conversation into a real business decision or collaboration success story.
Collaboration and discussion are free-form in your community, but decisions and official versions should be
marked clearly. The marking feature allows you and others to mark items for Action, as a Success, and so
on. Visual badges for these states let others know which document is Final, which comment became the
Decision, or who has Action items as a result of the discussion.
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You and other users can mark the replies or comments of:
•
Blog posts
•
Discussions
•
Documents
In addition, users with edit permissions on top-level items can mark the top level as Final, Official,
Outdated, Success, or for Action.
Your community manager may limit this feature to specific users and configure which marking options are
available in your community.
How Marking Adds Value
Here's an example of how to effectively use the Marking feature in your community.
Let's say the VP of sales has just published a discussion called "Possible Hotels for Sales Kickoff." In the
post, she has included a list of hotels that are available, their amenities, and the pros and cons of each.
She ends her post by @mentioning the Sales Kickoff group and inviting comments and opinions about the
hotels. Over the next few days, over fifty comments are posted to the discussion.
Here's what happens:
1. Two new hotels are suggested. Different thread participants mark those comments for Action
(Actions > Mark for Action) and ask the commenters to provide the hotels' availability, amenities, and
pros and cons. Those comments now have Action Item badges on them. You can click the badge to
see any notes included with the action item.
2. The receptionist replies that she has dealt with Hotel ABC and highly recommends it. (To enlarge the
following image, click on it).
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3. The two new hotels that were suggested are now included in the list, and those actions have been
resolved by their owners (Action Item > Resolve).
4. Based on the receptionist's and others' positive comments about Hotel ABC, the VP of sales decides
that it's the best hotel for the Sales Kickoff. She adds a final comment to the thread explaining her
decision and then marks it as the Decision (Actions > Mark as Decision).
5. Now, the VP marks the entire discussion as Final to let future readers know that the post has been
discussed and decided on. At the top of the discussion, the Final badge is now displayed. (To enlarge
the following image, click on it).
Marking Options for Comments and Replies
You can mark a comment or reply Helpful, Correct, Decision, Success, for Action, or Resolved. You may
see all or only some of these marking options, depending on how your community manager has configured
this feature.
Note: The Marking feature is different from Tasks, which are a formal way to assign work tasks to
people.
When you mark a comment or reply, a badge appears that displays its state (Helpful, Decision, and so on).
These badges are visual indicators only; they do not prevent anyone from further commenting or marking
any comments or replies as a Decision, Helpful, Resolved, Success, or for Action.
To see who marked the comment or reply and when, click its badge.
Mark for Action
Choose Mark for Action to assign an action to
yourself, and, optionally, bring in others. When
you bring in others to help, note that doing so
doesn't assign the Action item to them; it sends
a notification to their Inbox about the action item.
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From there, they can Take Ownership of the action
item.)
The Action Item badge on the comment/reply lets
readers know that the item has been assigned to
someone. Other users may Mark for Action other
comments or replies as well.
Resolve
Choose Resolve on an Action (whether you own it
or not) when you have completed the action. This
lets others know that you've taken care of the issue.
Mark as Decision
Choose Mark as Decision to let others know that
this comment or reply is the Decision, or one of the
Decisions. Other users may mark other comments
or replies as the Decision as well.
Mark as Success
Choose Mark as Success to let others know that
this was a collaboration success story for your
community.
Helpful
Click Helpful to let others know that this comment or
reply contains helpful information.
Correct Answer
Only system administrators, place owners, and
discussion authors can see the Correct Answer
mark option and only on discussions that have the
"Mark this discussion as a question" check box
selected. There can be only one Correct Answer. In
addition, your community manager may disable this
feature altogether.
Marking Options for Top-level Items
You can mark a top-level item (a blog post, discussion, or document) if you have edit permissions for it.
Note: The Marking feature is different from Tasks, which are a formal way to assign work tasks to
people.
You mark a top-level item from its Actions menu. You won't see this menu if you don't have edit
permissions on the item.
After you mark a top-level item, a badge appears that displays its state (Final, Outdated, and so on). These
badges are visual indicators only; they do not prevent anyone from further commenting or marking any
comments or replies as a Decision, Helpful, Resolved, Success, or for Action. If you want to prevent further
replies on a discussion, click Lock under the Actions menu.
You may see all or only some of the following marking options, depending on how your community
manager has configured this feature.
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Mark for Action (discussions, documents, and
Choose Mark for Action to assign the item to
blog posts)
yourself or others. The Action Item badge lets
others know that the content item is being reviewed.
Resolve (discussions, documents, and blog
Choose Resolve on an Action when you have
posts)
completed it. This lets others know that you've
taken care of the issue.
Mark as Final (discussions and documents)
Choose Mark as Final to let others know that the
conversation is complete and no further discussion
is encouraged. If you mark something Final, you
cannot also mark it Outdated or Official.
Mark as Official (discussions and documents)
Choose Mark as Official to let others know that this
is the official version of this item. This can be helpful
for policies and company-wide communications
such as the 2014 Holidays in an HR space or the
company's Mobile Purchasing Policy. If you mark
something Official, you cannot also mark it Final or
Outdated.
Mark as Outdated (discussions and documents) Choose Mark as Outdated to let others know that
this is old information and no longer valid. This
can be helpful for old procedures, policies, and
processes such as 2011 Health Plan Coverage
or Engineering Intern Projects 2012. If you mark
something Outdated, you cannot also mark it Final
or Official.
Mark as Reserved (documents only)
Marking an uploaded file or a document as
Reserved indicates that someone is currently
editing it, so other users won't edit it until the
Reserved badge is removed. It does not actually
lock the file or document.
Mark as Success (discussions, documents, and
Choose Mark as Success to let others know that
blog posts)
this was a collaboration success story for your
community.
I have the same question (discussions only)
Choose this to let others know you have the same
question. You'll see this only on discussions that
have the "Mark this discussion as a question"
check box selected and that do not yet have a reply
marked as the Correct Answer.
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Who Can Mark and Unmark?
Different types of users have different permissions to mark and unmark items. The following tables list who
can do what for comments, replies, and top-level items, as well as other rules of marking.
For Comments and Replies
For Top-level Items (Blog Posts, Discussions, and Documents)
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Searching for Marked Content
Marks are ranked differently in search results and have varying visibility options. The following tables list
the visibility and searching options of marks for comments, replies, and top-level items.
For Comments and Replies
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For Top-level Items (Blog Posts, Discussions, and Documents)
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Marking Comments and Replies
You can mark the comments or replies of discussions, documents, or blog posts in places where you have
permission to comment or reply. After you mark an item, you'll see a badge on it. This helps others quickly
see what has been decided on, a success, and so on.
1. Go to a discussion, document, or blog post and read through the comments or replies.
2. Select the mark you want. The options are listed in the table below. You may not see all of these
depending on how your community manager has set up the marking feature.
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Marking Option Description
Actions > Mark
This mark shows others that this comment or reply needs action. You can mark
for Action
for action for yourself this or, optionally, bring in other participants and leave them
a note describing what you need them to do. (When you bring in others to help,
note that doing so doesn't assign the Action item to them; it sends a notification
to their Inbox about the action item. From there, they can Take Ownership of the
action item.) The Action Item badge on the comment/reply lets readers know that
the item has been assigned to someone. Other users may Mark for Action other
comments or replies as well. To understand how to Resolve your actions, be sure
to read Resolving Action Items.
Actions > Mark
This mark shows others that this comment or reply is a Decision. Note that there
as Decision
can be more than one comment or reply marked as Decision.
Actions > Mark
This mark shows others that the comment or reply was a collaboration success
as Success
story for your community.
Helpful
This mark lets others know that this comment or reply contains helpful information.
Correct Answer Only system administrators, place owners, and discussion authors can see the
Correct Answer mark option and only on discussions that have the "Mark this
discussion as a question" check box selected. In addition, your community manager
may disable this feature altogether.
3. Note the new badge on the comment or reply. If you change your mind later, just click Unmark on this
same item.
Marking Top-level Items
Users with edit permissions on the top-level content item can mark the top level of the item. Here's how to
do that.
1. Go to the discussion, document, or blog post for which you have edit permissions.
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2. In the Actions menu on the right, select the Mark option you want. You may not see all or any of these
depending on how your community manager has set up the marking feature.
3. Note the new badge at the top level of the content item. If you change your mind later, you can always
Unmark from the right side of the badge box.
Mark for Action, or Use a Task?
Understand the differences between Mark for Action and creating Tasks and the best ways to use these
features.
Actions
Mark for Action is part of the Marking feature and
allows you to assign content items to yourself for
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action, or invite others to review them and take
ownership. Typically, you'll use Mark for Action
in an informal, on-the-fly manner when you're
discussing something.
Tasks
Tasks are a formal way to assign
and track tasks for yourself or others
(
Task or Actions > Tasks > Create a task). You
can assign the task a deadline and associate it with
a project, such as "Sales Kickoff January 2015", or
save it as a personal task for yourself. Any Tasks
that are associated with a project are displayed on
the Tasks tab of the Project's home page.
Mark as Decision, or Correct Answer?
Understand the differences between Decisions and Correct Answers and the best ways to use these
features.
Decisions
Mark as Decision is designed to help you take
control of a conversation in the comments section
of a discussion, document, or blog post. Users can
easily Mark as Decision, or Mark for Action to send
it to someone else for review.
The Final and Official marks for a top-level item
(discussion, document, or blog post) are additional
ways to let users know that a decision has been
reached and no further discussion is needed.
More than one comment or reply per discussion,
document, or blog post may be marked as a
Decision, Success, or for Action.
Note that you may see all, some, or none of
these marking options, depending on how your
community manager has configured this feature.
Correct Answers
When the Correct Answers feature is enabled,
only system administrators, place owners, and
discussion authors can see the Correct Answer
option on discussions that have the "Mark this
discussion as a question" check box selected.
There can be only one Correct Answer per
discussion.
>
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This feature is not limited to a certain type of space
or group, but it is most useful in places that are
specifically designed to answer questions quickly,
such as a customer support space or a human
resources group.
Community managers cannot configure the Helpful
option. It is always available.
Reserving Files and Documents
Marking an uploaded file or a document as Reserved indicates that someone is currently editing it, so other
users won't edit it until the Reserved badge is removed. It does not actually lock the file or document.
The Reserved badge provides important information about file status for anyone who can't use Jive for
Office to edit and merge uploaded files, for example Mac users. It can also be used to warn users off a
published Jive native document that's not ready to be edited by other people yet. (Note that if you want
to hide an in-progress Jive document before publishing it, you can just save it as a draft and share it with
anyone you want to.)
When an author or editor marks a file Reserved, anyone can see who reserved the file and contact the
person if they're unsure whether it's OK to proceed with editing. Anyone with the rights to edit a file or
document also has rights to mark it as Reserved. When someone reserves a file, the author and anyone
who has already edited the document will receive an Inbox notification. You can filter content to find
reserved documents, too.
This feature has a slightly different meaning for uploaded files and Jive documents:
•
For uploaded documents, Mark as Reserved warns users who don't use Jive for Office that publishing
a new version could overwrite and invalidate a version someone is working on locally. (Windows users
with Jive for Office have live merge capability and don't need this feature as much.) Currently, marking
a file as Reserved will not lock the document or prevent uploading another version. But any another
user who clicks Edit with the intention of uploading a new file will see a message pointing out that the
file is currently reserved for editing.
•
Jive native documents already provide an indicator when someone has started editing a document.
already exists. (However, note the lock on the document while someone is editing only lasts ten
minutes, and after that it's possible to edit the document and overwrite another user's changes.) Mark
as Reserved replaces the need to put "WIP" or another indicator in the title when a document isn't in a
state where you'd like other users to jump in and edit it. In other words, it shows an author or editor's
intention to keep working on the document undisturbed until the next time that author publishes it.
How to Reserve an Item
To mark a file or document as Reserved, just use the Actions menu to Mark as Reserved. This won't lock
the document, but it will alert other users you are planning to update the item and they should wait or
contact you before editing.
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Reserving a document or file is a lightweight way to alert other users you're working on a document. The
Reserved badge doesn't prevent anyone else from editing, but it shows information about who is working
with the item, making it easy for other people to check in with you before adding their own edits. This is
especially useful if you're using uploaded files, but can't use the Jive for Office program for collaborative
editing.
To mark and unmark a file as Reserved:
1. To mark a file or document, go to its page and in the Actions menu, click Mark as Reserved.
You'll see the Reserved badge at the top of the document.
2. To unmark the file, use any of the following methods:
•
Click the Unmark link next to the Reserved label.
•
Publish the item. When you or anyone else publishes a new version, the Reserved badge is
removed.
•
Mark it as Final, Official or Outdated. These markings override Reserved and the reserved badge is
removed.
Managing Your Action Items
Understand how to resolve, add participants, and manage your Actions.
Adding Participants to Action Items
You can add participants to items that have been Marked for Action for you. This is a great way to get help
on an Action Item.
Bringing in other people on your Action Item notifies them that you need help and gives them the
opportunity to Resolve the issue or Take Ownership of the action. (Keep in mind that adding participants
does not assign the action to them. For formal task management, you'll want to use Jive's task
functionality. For an explanation of the differences, see Mark for Action, or Use a Task?
•
To add participants to an existing Action Item that you own:
a) Click the badge of the Action Item. (You can go to the item by searching for it or looking at your list
of Action Items under the Actions tab in the main interface.)
b) Click the Add Participant icon.
c) Select the user(s) you want to add to this Action Item.
d) In the field under the people selection, leave a note describing what you need. The note will show up
only in the participant's Inbox, so it should let them know specifically what you need from them, such
as, "Do you know where the RFP is?"
e) Click Mark.
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The new participant(s) will see an alert in their Inbox, along with your note. They can then Resolve
or Take Ownership of the item.
•
To add participants while creating an Action Item:
a) Go to the item and click Actions > Mark for Action.
b) Add a general description about the action that anyone in the community will be able to see when
they click the Action Item badge, for example, "Provide remaining RFP information."
c) Select Bring in others to resolve this action item.
d) Select the user(s) you want to add to this Action Item.
e) In the field under the people selection, leave a note describing what you need. The note will show up
only in the participant's Inbox, so it should let them know specifically what you need from them, such
as, "Do you know where the RFP is?" Here's an example:
f) Click Mark.
The new participant(s) will see an alert in their Inbox, along with your note. They can then Resolve
or Take Ownership the item.
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Resolving Action Items
You can resolve action items and leave a note explaining why you are resolving it. The author of the toplevel item and owner(s) of an action item have permission to resolve action items.
To resolve something that's been Marked for Action:
1. Go to the item. For comments or replies, click the Action Item badge and select Resolve
2. Add a note explaining why you are resolving the Action and click Mark. This note will be visible to
others, so it's helpful to describe how you resolved the action.
You'll now see a Resolved badge on the content item.
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Managing Your Action Items
You can manage items that have been Marked for Action for you from the Actions area of the main
interface.
To manage Action Items that you own:
1. Click Actions from the main interface.
2. From the Action Items > Active tab, you'll see a list of items awaiting Action from you.
3. You can do any of the following:
Marking Option
Description
Resolve the item.
Add a description of your resolution so that others
know what you did that resolved the item. When
you Resolve an item, it will be moved from the
Active list to the Resolved list. From there, if you
need to Unresolve the item for any reason, you
can.
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Marking Option
Description
Add more people to the item (Resolve > View
Add other participants to this Action and leave
Conversation > Add participants).
them a note describing what you need. They can
then Resolve or Take Ownership of the item.
Go to the action item to review it in context by
Lets you review the full conversation. From there,
clicking on its title.
click the Action Item badge and Resolve the item
or Add Participants to bring in more people on this
item.
Using Personal Insights
You can use Personal Insights to gain visibility into your community contributions.
Personal Insights provides analytics for the content you have created for your community. We derive this
data from your event activities in your community, and base it on any activity that you have engaged in.
You can use this feature to gauge how the community responds to your content, and to see your activity all
in one place.
To find your Personal Insights, click Your avatar > View Profile. From your profile (shown in the following
image), click Insights:
Making Your Content More Engaging
It may seem obvious that good, clear writing draws people in. Writing well takes practice. Getting people to
actually open your blog post requires it to stand out as it whizzes by the community. Improving your writing
and getting readers to read your content are ways you can better your Personal Insights.
Here are a few tips you can use to grab your audience's attention:
•
Write clearly using catchy, descriptive titles.
•
Become familiar with your community, and keep them in mind when you write.
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•
Be consistent. By writing a blog post every Monday, people will learn to look for it.
•
Let your personality shine through! People want to learn your insights.
•
Read it out loud. You can catch the snags that detract from your writing flow.
As you gain the attention of your community, think about how to get people to interact with your content.
Start with a clear idea of what you need from readers. If you have a specific question, ask it! If your
community supports polls, you could also link to a poll, asking people to participate. If you have something
specific to communicate, state it early on, so people don't miss the point.
You should also find someone to review your content, especially if you think it's perfect. Hint: It's usually
not perfect, even for the pros. Hearing someone's perspective on your writing helps you remove anything
that distracts from your point, which gives it impact.
For more tips on writing, check out these classic books:
•
The Elements of Style by William Strunk Jr.
•
On Writing: A Memoir of the Craft by Stephen King
•
On Writing Well: The Classic Guide to Writing Nonfiction by William Zinsser
Reaching the Community
Personal Reach, Global Impact, and Sentiment summarize your effect on the community, how well you
contribute, and reactions to your contributions using data from the past 12 months.
You can use these tools to continuously improve how you present content to the community. You might
strive to increase your numbers, or to get a positive sentiment. Here's help interpreting the values:
Personal Reach
Shows the percentage of community members
seeing your content using mobile devices and the
web.
Global Impact
Shows how the community reacts to your
content by looking at their social actions, such as
bookmarks, comments, likes, shares, and views.
Personal Insights uses averages over the past 12
months to calculate this number.
Sentiment
Shows how well your content resonates with your
community. Content can achieve Neutral, Good,
or Excellent sentiment based on social action and
views. Personal Insights uses averages over the
past 12 months to calculate this value.
Understanding Interactions
To calculate your interactions, Personal Insights uses your social actions with other community members,
and averages those using weighted metrics.
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Personal Insights derives the metrics from your different social interactions, giving activities like sharing an
object a higher weight than commenting. You can either see your interactions with other individuals, or with
entire departments.
Characterizing a Profile Type
Your overall profile type status and pie chart are based on the level of different participation types that you
engaged in during a month.
Personal Insights determines the participation type for a given day, based on the classifications established
in the Events mapping document and then reports back the percentage of time you were Contributing,
Consuming, or Participating for a given month.
For example, consider a 30 day period. In the 30 days, the first 20 days the user was classified as a
participant, and the next 10 day the person was classified as a contributor. The display should say
"Participating 66.67%", the pie chart would have two pie charts - Participant 66.67% and Contributor
33.33%.
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Visualizing Your Personal Impact
The Personal Impact section of your Personal Insights lets you see your monthly tally of content created,
likes given, content shared, views received, likes received, and helpful answers received. Content includes
docs, blog posts, discussions, questions, polls, ideas, comments, tasks, uploaded files, and status
updates.
Try changing the way you blog or add images to your documents and see if reactions change. Maybe you
get more likes when you announce a big project, but more comments when documenting a process. Try to
figure out why certain blog posts are more popular than others. Have fun with it!
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Tracking Popular Content
Popular content is content that evokes the most reactions. You can sort content by the top 20 most views,
comments, likes, or shares.
The rank is based on the absolute count of a given metric. For example, the Top 20 commented items
ranked on the number of comments by document. Click a header in the popular content table to sort by a
particular interaction and see the top 20 items in that category. Check out "View Trends" to see the spark
line, which represents a view for the entire year.
Using Impact Metrics
Use Impact Metrics to gain insight on how documents and blog posts are received by the community,
including their Global Reach, Impact, and Sentiment.
Additionally, if your community is connected to Cloud Analytics, you will see more features, such as:
•
Impact metrics for discussions
•
Number of subscribers
•
List of top departments
•
List of top referrers, and
•
Number of emails generated by your content.
Understanding Impact Metrics
There are two views of Impact Metrics: summary and detailed. The summary view highlights the calculated
metrics for global reach, impact, and sentiment. Content in private and secret groups shows viewers
instead of global reach. The detailed view provides calculated metrics shown in the summary plus an email
metric, a graph of social actions that contribute to the metrics, and details about viewers and referrers.
The summary view of calculated metrics lives in the sidebar of your published content:
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When you click View More, you see the detailed view of Impact Metrics. For more on the detailed Impact
Metrics, see Using the Detailed View on page 123. The following calculated metrics are available for
supported content type:
Global Reach
Conveys how widely viewed your content is in your
community. We use a calculation based on number
of registered users, and include web and mobile
views only. This calculation does not include those
following content via email.
Viewers
In private and secret, also known as Private
(Unlisted) groups, you'll see Viewers instead of
Global Reach. These are the unique viewers who
have looked at your content.
Impact
Shows how your audience reacts to your content by
looking at their social actions, such as Bookmarks,
Comments, Likes, Shares, and Views.
Sentiment
Indicates how well your content resonates with your
audience. Content can achieve Neutral, Good, or
Excellent sentiment based on social action and
views.
Using the Detailed View
In the sidebar of your content, where you see the calculated metrics, click View More to open the detailed
view of Impact Metrics.
The Impact Metrics detailed view shows a graph with number of Views, Viewers, Comments, Likes,
Shares, and Bookmarks of your content by date. It also gives you the calculated metrics, which are global
reach, impact, sentiment, and email. Use these metrics to see how your content is being received in the
community. Content in private and secret groups shows viewers instead of global reach.
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Note: Some features described in this topic are only visible for communities using Cloud Analytics.
In addition to what you see in the Summary view, you also see:
Report Dates
You can adjust the report dates in the top left corner
of the detailed Impact Metrics graph. Either enter a
custom date range that focuses on a specific period
of time, or select a preconfigured report period that
shows the first 7, 30, or 60 days of publishing the
content.
Note: Impact Metrics are real time, so
expect to see new viewers right way.
Daily or hourly data
When you click daily or hourly and then mouse
over the graph, you see data for more specific
chunks of times.
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Show Only Subscriber Metrics
If your community has the News feature enabled,
then you can click Subscribers to see how many
of the viewers clicked through to view this content
from their News stream. When News is disabled,
you will not see the Subscribers button.
Data by Department
If you want to look at which departments have the
most Views, Viewers, Comments, Likes, Shares,
and Bookmarks, then click Top Departments in the
top right of the detailed Impact Metrics graph.
Email
Counts how many email notifications occur when
one of the following events happen:
•
Use @mention in content, comments, or replies.
•
Share content.
•
Add collaborator to content.
•
Reply to discussions, or comment on blog posts,
videos, or documents.
•
Create content when someone who follows you
has email notifications enabled.
Viewers and Referrers
Viewers tells you who's looking at your content, and
top referrers tells you who's generating interest in
it. For more in this, look at the Viewers and Top
Referrers lists.
Where are the Impact Metrics for this?
If you don't see impact metrics for a content type, you either don't have permission to view them, or they're
not available to that type of content.
Authors and a few others can use Impact Metrics as a way to measure how the content is received by the
community.
Who Can See Impact Metrics for Documents,
The content author and everyone with admin rights
Discussions, and Videos?
can see the Impact Metrics. When you publish the
metrics to everyone, then everyone who can view
the content can see the Impact Metrics for it.
Who Can See Impact Metrics for Blog Posts?
The content author can see the Impact Metrics.
When you publish the metrics to everyone, then
everyone who can view your blog post can also see
the Impact Metrics for it.
What Types of Content Show Impact Metrics?
Blog posts, documents, discussions, and videos
show Impact Metrics. If your community has been
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recently upgraded to include this feature, all content
created before the upgrade cannot be tracked with
Impact Metrics.
Who's Viewing and Referring Your Content?
You can find out who's viewing and who's referring your content by looking underneath the detailed Impact
Metrics graph.
Viewers
If enabled in your community, find out who has viewed your content when you look under the Impact
metrics graph in the detailed view. Only the standard access user can see this viewers panel, and external
contributors will never see it. From the Viewers panel, you can search for viewers based on first name, last
name, and title.
Top Referrers
If enabled in your community, see whose referrals gained new viewers to your content. It's under the
detailed view of the Impact Metrics graph. You also see how many viewers have been referred by that
user. Only the standard access user can see this viewers panel, and external contributors will never see it.
Improving Your Impact
Improve your Impact, Global Reach and Sentiment by sharing your content with either the entire
community, or just a few colleagues.
Consider your audience when posting or sharing content. If you're posting something that only Sales needs
to pay attention to, then post it to the appropriate Sales group. If you already posted your content in a place
where it's not getting the attention you need, then you can move it, or try @mentioning the appropriate
group or user(s) in your status update to get the right people to see your content.
When you share content with the right set of people, you can really improve your impact. Sharing with
users who interface with a lot of people can make your content much more visible -- if these superstar
users interact with it show up in Top & Trending. For example, many managers and executives are
superstar users because people who report to them will pay attention to what they do.
Publishing Impact Metrics to Everyone
You can expose Impact Metrics to everyone who has permission to view your content.
When you're ready to show everyone the Impact Metrics on your content:
1. Go to the sidebar and mouse over the calculated metrics.
2. Click the pencil edit icon when it shows up.
3. select Make these Impact Metrics public.
Translating Content
Translate content that you and other community members created, without leaving your Jive community.
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If Content Translation Service is enabled in your community, you will see a Translate link in the Actions
menu of published content, including comments.
•
To translate the user-generated content into your default language, click Translate.
Note: Your default language is the language that your Jive application is in. You can view your
default language by clicking your avatar > Preferences and looking under Language.
•
Comments are translated separately. Go to the comment you want to translate, and click Translate.
•
If you want to translate into a language other than your default, click the dropdown arrow next to Translate and select a language from the list that appears.
•
After content is translated, Translate will change to Undo Translation. Select that link, leave the page,
or refresh the page to return the content to its original language.
Tip: The Translate link will translate user-generated content only. If you want to use Jive in a
different language, change your default language by clicking your avatar > Preferences and
selecting a different Language.
Using Projects and Tasks
Tasks and projects are a great way to turn collaboration into action and track your progress.
A project is a great way to give collaborative work a context that's time-based and outcome-based. With
a project, you collect people's content in a way that focuses their work along a schedule toward a specific
goal. You can then create and assign people tasks and sub-tasks associated with the project to make sure
everything gets done.
Jive Native Tasks
Jive's native project and task functionality lets you create and assign tasks and subtasks, set due dates
and checkpoints, and enable email notifications. For more information, see Using Jive Projects and Tasks.
Using Jive Projects and Tasks
Jive projects provide lightweight project management with tasks, due dates, checkpoints, and notifications.
A project can contain various kinds of content, including tasks. You can create tasks with titles and
descriptions, assign them to people, set due dates, and mark them as complete. Once you enter all the
tasks for a project, you can edit or delete them, add sub tasks, set up email notifications on tasks, and
mark tasks complete. As with other content, you can assign tags to tasks, too.
You can add checkpoints to a project as a way of making sure your project is proceeding on track. A
checkpoint is merely a named place in the schedule, and it's often used as a point at which to take stock.
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To help you manage your project's progress, Jive provides visual cues that snapshot the project. On
a project's home page (which you can customize with widgets, as with other main pages), you'll get a
checkpoint timeline that shows where your checkpoints are between the project's start and finish, and
where the current date falls on the timeline. A project calendar captures task due dates and checkpoint
dates in a traditional calendar style.
Creating a Jive Project
Follow these steps to create a project. After that, you can create some tasks for the project.
1. Click
>
Project.
2. Select a location for the project. Projects are associated with a place, such as a space or group. The
place you choose will determine who can see and collaborate on the project.
3. Give your project an identifying name.
4. Enter a brief description to appear in the user interface.
5. Select a project start date and the end date. Use the target date for completing the project.
6. Change the project owner, if necessary. The default owner is the person creating the project.
7. Select tags that can be used to find this project.
8. If available, you can click Advanced Options. By default, your project uses an Activity page as its main
page with the option to add more custom pages. We recommend using an Activity page because it can
be displayed on mobile devices, and because it's more friendly to streaming content.
Note: If widgets are enabled in your community (not common), you may want to include an
Overview page with widgets. You do this by clicking Advanced Options and choosing one of
the two options that include an Overview page. If you select Activity + Overview Page, you'll
need to specify which page will be the landing page for the place.
If you use the checkpoint and status functionality for tracking project tasks, you will probably
want to stick with the old-style Overview page rather than updating to the Place Template
format. The widgets in the Overview page more effectively support Projects at this time.
9. Click Create Project.
10.You can apply a place template to this project.
Note: The default template is Team Collaboration.
11.Click Create Project.
12.To add a place image or change the banner, click gear icon > Configure activity page then click
Place Image or Banner Design to configure the visual presentation of your place.
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Deleting a Project
When you delete a project, you remove the entire project, including its content, from the system. You
cannot undo a project deletion.
1. Go to the project's Overview page and click gear icon > Delete project in the upper right corner.
2. Confirm the project's deletion by clicking Delete.
Creating a Task
You can create a personal task for yourself or assign a task for others and associate it with a project.
1. From the main navigation menu, click
> Task.
2. In the Description field, provide a brief overview of the task.
3. Select a project for this task in the Project field. The default selection is None, which means it is a
personal task for yourself and only visible by you. You cannot create personal tasks for other people.
4. To assign the task to someone else, you need to select a project and then click the "x" next to your
avatar to close it. After doing this, you can select the person who should own the task.
5. In the Due Date field, enter the date you want this task to be complete by. The default due date is
tomorrow.
6. Click Advanced if you want to use the content editor to describe the task and add tags to it.
7. Click Add Task.
Managing Tasks
You can edit a task, add a sub task, delete a task, and follow it in a stream. You can do this from either
your personal task list (Actions > Tasks) or a project's task list (Project > Tasks).
1. Next to the task, click Show details.
2. Select edit a task, add a sub task, delete a task, and follow it in a stream.
Completing Tasks
There are two ways to manage and complete tasks: through your personal tasks list or the tasks list
associated with a project.
Completing Project Tasks
You can complete tasks associated with a project.
1. Go to the project's home page and click the Tasks tab.
2. Click the check box to the left of the task you want to complete. You'll briefly see the task with a line
through its text before it disappears completely from the list. If you want to see the completed tasks, be
sure to check Include completed.
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Completing Your Personal Tasks
Tasks that have been assigned to you are listed in the Actions > Tasks area. You can filter your tasks by
All, projects, completed, and incomplete.
1. Go to Actions > Tasks. You'll see a list of your tasks and their associated projects and due dates.
2. Click the check box to the left of the task that you have completed. You'll briefly see the task with a line
through its text before it disappears completely from the list. If you want to see your completed tasks, be
sure to check Include completed.
Mark for Action, or Use a Task?
Understand the differences between Mark for Action and creating Tasks and the best ways to use these
features.
Actions
Mark for Action is part of the Marking feature and
allows you to assign content items to yourself for
action, or invite others to review them and take
ownership. Typically, you'll use Mark for Action
in an informal, on-the-fly manner when you're
discussing something.
Tasks
Tasks are a formal way to assign
and track tasks for yourself or others
(
Task or Actions > Tasks > Create a task). You
can assign the task a deadline and associate it with
a project, such as "Sales Kickoff January 2015", or
save it as a personal task for yourself. Any Tasks
that are associated with a project are displayed on
the Tasks tab of the Project's home page.
Public and Private Communication
To enjoy the full power of Jive, we recommend keeping discussions and documents public whenever
possible. The following topics describe the visibility options for content, as well as the security of the
application for end users.
Are My Community Activity and Content Secure?
Your organization has deployed Jive to provide a place for you to get your work done by contributing to and
collaborating in the community. Your activity in Jive is safe and secure.
>
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Your company owns your activity in the community, just as they own your activity in your company email
program. To understand who can see your content and how visibility works in Jive, be sure to read Who
Sees My Stuff? and Content Visibility Options.
Still Nervous? Dive into the Security Back End
If you're concerned about the security of Jive and want to get a deeper understanding of how your
information is protected, read this security overview here on the Jive Software website. Or, you can really
dive in and read the security section of our administrator documentation.
Who Sees My Stuff?
That depends on the place where you published it. Different places have different visibility permissions.
In Jive, People post Content in Places. This means that all content (discussions, documents, blog posts,
and so on) is published in a "container." A container can be a space, sub-space, group, project, or your
own personal content. All places have visibility permissions set by the place's owner(s) that determine who
can see the content posted in that place.
While it's best to keep things public whenever possible so that other community users can benefit from all
of the discussions, documents, and so on, there are times you may want to publish things only for yourself
or a handful of other people. In addition, you may want to keep entire categories of content private, for
example accounting or human resources information. In that case, you would create a space or group
with the content visibility options that you need. To learn more about that, be sure to read the topics in
Managing Permissions in the administrator documentation.
If you are concerned about the security of the community, you might find it helpful to read Are My
Community Activity and Content Secure?
The following table lists the different types of containers in which you can publish content in the community:
Note: Externally-facing communities (those serving customers, partners, and vendors), do not
have the Personal Content (Hidden) feature.
Table 1: Content Containers
Container
Description
How to Find It
Your Personal Your personal container is
To see your documents and discussions that are limited to
Content
where your documents and
only you or specific people, go to Content > Authored >
discussions that are Hidden
Documents | Discussions and then select Filter by
or limited to Specific People
personal content. A dark lock icon next to the item indicates it
are stored. In addition, your
is limited to you; a light lock icon next to the item indicates it is
Personal Tasks are stored
limited to you and the other people you designated.
here.
To see your personal tasks, go to Actions > Tasks. In the
Project drop-down menu, select Personal.
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Container
Description
How to Find It
Groups
Different types of groups
Go to the group and click the Content tab. You can filter the
have different content visibility content by discussions, documents, and so on.
permissions. To see a handy
table that illustrates the
various options, be sure to
read Types of Groups on page
55.
Spaces
Spaces have complex content Go to the space and click the Content tab. You can filter the
visibility options that are set
content by discussions, documents, and so on.
up by the owner(s) of the
space.
In addition, spaces have
different content creation
options that are set up by
the owner(s); therefore, you
may not be able to create a
discussion in Space A, but
you can in Space B.
Sub-spaces
Sub-spaces inherit all of the
Go to the sub-space and click the Content tab. You can filter
content visibility permissions
the content by discussions, documents, and so on.
of their containing parent
space.
Projects
Projects inherit all of the
Go to the project and click the Content tab. You can filter the
content visibility permissions
content by discussions, documents, and so on.
of their containing parent
space or sub-space.
Content Visibility Options
You can limit to selected people the visibility of content that you create, or hide it completely from other
people. Here is a reference of the visibility options of all content types.
Note: Externally-facing communities (those serving customers, partners, and vendors), do not
have the Personal Content (Hidden) feature.
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Your Personal Content
Content Item
Description
Are streams
To set the item as
updated?
Personal:
To find the item later:
Documents
When you
You will see a
Before you publish the
Go to Content >
and Uploaded
publish a
stream update
document, set its visibility
Authored > Documents
Documents
document
when you
option to Hidden. You
and then select Filter by
as Hidden,
publish, but
might want to read How
personal content. The
it is stored in
other users will
Can I Create a Document
dark lock icon next to the
your personal
not.
Just for Myself?
document indicates it is
container and is
limited to you.
private to you.
External
Your private
You will see a
Bookmarks
bookmarks
stream update
are stored in
when you save
your personal
the bookmark,
Bookmark and paste
container and
but other users
in the external URL.
filter by External URL.
are private to
will not.
Then, select Make this
The dark lock icon next to
bookmark private before
the bookmark indicates it
you Save it.
is limited to you.
Go to
Go to Actions > Tasks.
you.
You will see a
Go to
select Bookmarked >
Personal
You can assign
Tasks (tasks
yourself personal stream update
you assign to
tasks so that no
yourself)
one else can see edit the task, but Task and select Project >
them.
other users will
None (personal task).
when you add or
not.
Click Spotlight search and
>Show all bookmarks.
In the top navigation bar,
In the Project drop-down
>menu, select Personal.
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Content Limited to Specific People
Content Item
Description
Are streams
To limit the item to
updated?
Specific People:
To find the item later:
Documents
When you
You and the
Before you publish the
Go to Content >
and Uploaded
publish a
other Specific
document, set its visibility
Authored > Documents
Documents
document limited People will a
option to Specific People. and then select Filter
to Specific
stream update
by personal content.
People, it
when you
The light lock icon next to
is stored in
publish, but
the document indicates
your personal
other users will
it is limited to you and
container and
not.
the other people you
is private to you
designated.
and the other
people you
designated.
Discussions and
When you
You and the
Before you post the
Go to Content >
Questions
publish a
other Specific
discussion or question,
Authored > Discussions/
discussion or
People will a
set its visibility option to
Questions and then
question limited
stream update
Specific People.
select Filter by personal
to Specific
when you
content. The light lock
People, it
publish, but
icon next to the item
is stored in
other users will
indicates it is limited to
your personal
not.
you and the other people
container and
you designated.
is private to you
and the other
people you
designated.
Messages
You can send
Messages are
one or more
listed in the
other users a
Inbox. They do
private message. not appear in
streams.
Go to
drop-down menu, select
>Messages.
Message and select
the person(s) to whom
you want to send the
message.
Content You Cannot Hide
•
Blog Posts
•
Discussions
Go to Inbox. In the Filter
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•
Questions
•
Polls
•
Status Updates (however, you can limit your status update to a group if you want to limit its audience)
•
Projects
Creating Direct Messages and Private Discussions
Using messages and private discussions limits your audience to only the people you want.
Messages and private discussions show up in the Inbox of only the people you send them to. These are
useful features, but the power of Jive is that nearly all topics in the community can be helpful to others, so
try to keep things public whenever possible.
To send a message to someone, click the Send Message button from your Inbox or
Message from the top of any of your attention streams. Alternatively, you can click
>
Message or hover over the person's name in any of your attention streams and click Message. After your
message is sent, the receiver will see it in their Inbox. From there, the receiver can respond directly.
To create a private discussion, click
>
Discussion and select Specific People. Select the participants you want to include in the discussion.
When you're finished drafting the discussion, click Post. Only the participants you selected will see a
discussion notification in their Inbox. From there, they can respond to the discussion.
Securing Your Profile
If you're concerned about privacy, you can limit who sees different parts of your profile by editing your
privacy settings.
1. To edit your profile, click your avatar in the upper right corner and then Edit Profile.
2. Select the Privacy tab.
3. For each profile field, select the type of user who can view it. If you select everyone, then all users can
see the contents of that field. Make sure you don't hide too much about yourself because that's how
others will connect with you. Your community administrator may control who sees certain fields, such as
those without a Visible to... option.
Note: You can take a look at how others will see your profile by using the Preview your profile
tool to the right. Just select the person whose view of your profile you want to see.
4. Click Finished.
How Do I Use the Save Draft Feature?
Use the Save As Draft feature to quickly jot down and save your thoughts in documents or blog posts.
Then, you can come back later to edit and publish your content. You can also collaborate with others on
saved drafts before publishing them.
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You can use the Save As Draft feature on blog posts and documents. This can be useful if you need time
to marinate your thoughts a little before publishing something. Just create a document or blog post and
click Save Draft. Later, when you want to edit it, go to Content > Drafts to see your all your saved drafts.
From there, filter your Drafts results by Documents or Blog Posts, find and click on the draft, and then
click Edit. You can edit the content and save it again as a draft, or publish it. Drafts are not visible in any
streams.
Collaborating on Drafts
You can collaborate on drafts of blog posts or documents before you publish them. Just create the post
and save it as a draft. From there, click Share. Select the people you want to share the post with, include a
message for them, and then click Share. The recipient(s) will be able to edit the post and either save it as a
draft or publish it.
Inviting New Community Members
Some communities allow you to invite your friends to join.
If enabled for your community, you can invite people from outside the community to join. When you invite
them, they'll receive an email with instructions on how they can set up their account in the community.
1. Click People (This may be located under the Browse menu).
2. In the left pane, click Send Invites. You won't see this option if your administrator has disabled the
ability to invite people from outside to join your community.
3. To add an email address to your list of recipients, type a complete email address and click the link that
Jive creates.
4. Edit the note if you want to tailor it for your friends, and then click Send Invitation.
Using Apps
Jive Apps are available in your community to help you get your work done faster and more effectively. For
example, an app could help you and your team to arrange travel and schedules. An app could remind you
to get up and stretch as you are working. An app could send a notification when your expenses have been
approved. Apps work within your community and can use its features directly as well as pull in third-party
systems to bring additional functionality.
What are Jive Apps?
You can use Jive Apps to accomplish focused tasks, integrate with other systems, or provide new
functionality to your Jive experience.
Jive Apps are lightweight applications that are hosted by Jive or a third-party, which means you don't have
to download anything to your computer and you are always looking at the latest version. When you install
an app in Jive, you connect to it and enable it to access information that helps you work more effectively.
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You can find Jive Apps when you click Apps at the top of your screen, where they'll always be when you're
logged into the community. Some apps can bring in information from outside of your community, while
others manage information within the community itself. You can also access some Jive Apps through
extension points throughout the UI. These extension points are known as app actions. For instance, some
apps are accessible from a menu item in the right sidebar when viewing content and some apps are
accessible from the create menu.
Contact your Community Manager for acquiring additional Jive Apps.
Using App Actions
Jive Apps can contribute app actions, which are extension points throughout the Jive UI.
Apps can be used in other places beyond the Apps menu at the top of the screen. These additional app
extension points are called app actions. An app action can appear in one of many different locations within
the Jive UI: as a menu item in the Create menu (within the APPS section), in the sidebar when viewing
a document (within the APP ACTIONS section), as a new tab in a group or project, when typing "!" while
editing content. It is up to the Jive App developer exactly which of these extension are accessible and
exactly what action occurs when you select this action.
How to Use Apps in Content
Using !App, you can bring links and images from a Jive App into your community so you can share them
with others.
Just like @mentions alert people and places, there's also a symbol you can use to invoke a Jive App from
any discussion, blog post, document, or comment in Jive. Just type "!" and you'll see a list of installed
apps.
When you create or comment on content in your community, you have the ability to !Apps. This is a way to
share app artifacts with others. This enables you to generate a conversation about the app artifact or just
share it with people. If they don't have the app, they will be invited to download it when they click the image
or link.
1. Type the "!" symbol (or click the "!" icon if it is available). A search dialog opens and suggests possible
matches.
2. Select the Jive App from the list and navigate to the image or content in the Jive App to produce a link.
Troubleshooting & FAQs for Jive Apps
Here are answers to some specific questions about Jive Apps and how they work.
I have a problem with my app: what should I do?
Jive Apps are supported by the developers who created them, just like apps you may have used on your
smartphone or another mobile device. To get support for an app, select the App Settings button and select
About. You'll be presented with a link to either the developer's support web site or a support email address.
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I can no longer use my app: what happened?
Sometimes apps become disabled when their data stream is interrupted, or when the app can't connect to
the Internet. Your community administrator can also disable an app if she decides it's not appropriate for
your community. Finally, for paid apps, billing issues like an expired credit card can result in the app getting
temporarily disabled. If a paid app is disabled, we will no longer charge your credit card for app usage. In
general, we try to give you detailed instructions on how to get your app started again. However, if you need
some help troubleshooting, you should reach out to your community administrator.
I'm leaving my community: what happens to my information?
If you leave your community, your credit card will automatically be disabled when your administrator turns
off your access to the community. If you still see charges on your card please contact Jive directly at [email protected].
What happened to the Apps Market?
You can now access Apps automatically when the Community Manager installs them into your community.
However, if the Apps Market is enabled, you can also install apps from the marketplace. For additional
documentation, refer to Apps Market information found in the Jive 7.0 Community User Help. Contact your
Community Manager for more information.
Using External Groups
You can use external groups to collaborate with users from outside your community.
When you create an external group, you can invite users from outside the community to work with
community users. These groups usually serve a specific purpose, such as working on a project with a
vendor. External contributors can see content only in groups they belong to.
The external contributor brings a fresh perspective and their expertise to an internal or employee
community where you would usually suffer the pains of long email threads or time-consuming conference
calls to get information from people outside your community. These users can provide quick answers,
share files, and collaborate on documents.
What Are External Groups?
External groups provide an area where standard community users can work with people from outside the
community, external contributors. Only secret or private groups can have external access.
You can use external groups to invite people from outside your community to collaborate with standard
community users. For example, a user in a music label company's community could create a private group
for a collaboration project they're working on. They could then enable external access to the group, invite
the external artists who will be participating, and use the group to post schedules and communicate ideas.
The external artists are limited to viewing and participating in this group only. They can't see anything else
going on in the community.
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Groups with external access are designated with visual cues such as either orange "Externally Accessible"
text or
the orange eye symbol that means people from outside your company are welcome in that group. You'll
find the following bright orange sign post at a group's home page.
Creating External Groups
When creating a group, you can select Enable external access to turn a community group into a place
where standard users can invite external contributors to extend their communication and collaboration to
the outside world.
To create a group with external access:
1. Click
>
Group.
2. On the Create group page, enter the group name and details.
3. Select Private or Secret (also known as Private: Unlisted) for the group type. External groups are limited
to Private or Secret (Private: Unlisted) groups to help protect community information.
4. Select Externally Accessible to allow external contributors to be invited to and join the group.
Externally Accessible groups must be private or secret (also known as Private: Unlisted). You may not
see this option if it's not enabled for your community.
5. Click Advanced for more options.
6. Click Create Group.
7. If you see the Invite People to Join dialog, then add a few users who you want to invite to the group,
and click Send Invitation.
8. To manage group features and select the storage provider, select gear icon > Configure activity page
9. Click the gear icon in the Enabled Features and Content Types tile.
10.Select or unselect features for the group. People will be able to create the kinds of things you select.
11.If available, you can select a storage provider for storing your uploaded files.
12.Click Apply.
13.Click Save.
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Who Are External Contributors?
An external contributor can join a secret or private group when invited into the group by a group member.
External contributors can view and participate only in that group. They cannot see any other community
content or activity, and they can only join a maximum of 20 groups.
You can securely invite someone from outside your community to participate in an externally accessible
group. The standard community user can only see external contributors when they belong to the same
group.
External Contributor or Standard User?
You can always tell the difference between standard community users and external contributors because
external contributors have either an orange icon or orange text near their name.
No matter where or how you look at it, there is a way to see whether a group or a user is using external
access. Look for these cues when you want to know which groups and users are accessing your
community externally:
Whether you are searching for users, browsing through community activity or looking at someone's profile
card, you can spot the external access symbol that helps you identify external contributors.
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An email notification also clearly indicates when you're replying to an external contributor.
How Do I Invite External Contributors?
When you belong to a group with external access, use the email addresses of users you want to invite from
outside your community to participate.
To invite external contributors to join an external group:
1. Go to the group's main page.
2. In the Actions list, click Invite people to join this group.
3. Enter the email addresses of people you want to invite. To invite several people from your email
address book, you can export a comma-, space-, or semicolon-separated list of addresses from the
email application and paste them in.
4. Edit the message you want potential group members to see with their invitation.
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5. Click Send Invitation.
What Can They See?
External contributors can't see everything in the community because they are limited to the content in their
groups and a few other restrictions.
External contributors can see:
•
Groups they have joined.
•
Content and projects within those groups.
•
Other users who are also members of those groups.
External contributors cannot see:
•
Spaces or projects besides those in their groups.
•
Community Overview page found when you click Home.
•
Global or public content, such as status updates, public bookmarks, or public documents and
discussions.
•
Apps, but they can see images embedded by apps within their groups.
What's Unavailable to External Contributors?
External contributors see the community pretty much the same way a standard user with the following
exceptions:
•
Update their status.
•
Create public discussions and documents.
•
See or use Jive Apps. External contributors can not see or launch Apps or App Actions.
•
Use Connects Services. External contributors also cannot see Connects Services in their user's
Preferences page.
•
See or use the Tools page, so they can't download modules like Outlook, Office and Jive Anywhere.
•
Access public external URL bookmarks or social bookmarking. External contributors can create and
view internal bookmarks of Jive content.
•
Become group owners.
Contributing to a Community
A company may invite you to join one of their groups and become part of their online community so they
can work closely with you, making you an external contributor. Becoming an external contributor is a way
to collaborate in a community on a limited basis. As an external user, you can view content and participate
only in the group you belong to.
Learn how to navigate a community as an external contributor.
Once you accept an invitation to join a community's external group, you can begin contributing in that
group. If you want some help, see the Where Do I Begin? topic.
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I'm Contributing to a Community, Where Do I Begin?
When you first join a community's external group as an external contributor, you can begin participating by
accepting invitations, setting up your profile, and addressing your actions.
The following tips help you fit right in and get started. Once you're set up, take a look at what else you can
do here!
Accept group invitations
The first thing that you should do when you sign into the community is to accept any group invitations.
You'll be doing all of your work in groups, so accepting invitations is how you can see group content and
activity. Go to Home > Actions and then accept group invitations that you see under Pending.
Note: You can only belong to a maximum of 20 groups, so choose wisely!
Set up your profile
Your user profile provides community members with an easy way to learn about your skills and interests.
Your profile shows up in search results when community members search for keywords contained in your
profile. You can update your information at any time.
Check out your Actions
When you are assigned something to do, such as a task or something that's been Marked for Action for
you, you'll see an alert next to Actions in the left sidebar.
Use the following quick tips to use Actions effectively:
•
Click Action Items to see a list of your Action Items. From here, you can Resolve them, or bring in
other participants. To see the Action Items you have already resolved, click Resolved.
•
Click Tasks to see a list of tasks assigned to you, which you can sort by project. To see the tasks
you've completed, select View: Include completed. You can also Create a task from this page.
Customize email notifications
You can take advantage of custom email notifications if you feel like you might miss something important
when you're not signed in.
Set Up Your Profile
Setting up your profile is the first step to participating in the community.
Your user profile provides community members with an easy way to learn about your skills and interests.
Your profile shows up in search results when community members search for keywords contained in your
profile. You can update your information at any time.
To set up your profile:
1. Click your avatar in the upper right corner and then click Edit profile.
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2. Click the Avatar or Photos tab to change your avatar and to manage your photos. Your avatar and
other photos let people "meet" and recognize you in person. Your avatar lets community members
quickly associate your comments and status updates with a simple visual cue.
3. Click the Profile Details tab and fill in as much profile information as you like. Note that your profile
will be found when people search, so if you have professional roles or interests that would be useful
for others to know about, be sure to include them. You may not be able to edit certain fields, such as
username. Usually the community manager sets up these fields for you.
4. Click Privacy to edit your privacy settings. These control how different types of users see your profile.
For more information on privacy settings, see Securing Your Profile.
5. Click Finished.
What Else Can I Do Here?
Jive is a place where you can build your network, come together as a team, share files, collaborate on
documents, and get answers fast.
The first thing you should do is jump in and start asking, or answering, questions! The group you belong
to looks forward to hearing your ideas, and they need your expertise to get work done. Think of the group
as a 24-hour hotline where you can communicate your concerns and give your opinion. Just start writing
documents and get input from all the experts without taking notes or sifting through long email chains.
Open your Inbox
Your Inbox shows the activity that's most you-centric—the information that's sent directly to you and has
your name on it. This automatically includes @mentions, replies to discussions you're participating in,
content people share with you, your latest acclaim, new follower notifications, and direct messages.
Use the following tips and tricks to get the most out of the Inbox:
•
You can follow content items in your Inbox even if you haven't yet or don't want to participate directly.
From any of your streams, just click the content item, and then select Actions > Follow > Inbox >
Done. All updates and replies to that item will now flow into your Inbox.
•
Use the Filter drop-down menu in Inbox to sort the view to @mentions, messages, notifications, or
shares.
•
Click the Jane Doe box and enter a user's name to filter by participant. You'll see only the items that
include this person as a participant.
•
Manage your unread communications and follow-ups using the blue dot toggle next to messages you
haven't read yet and clicking Unread Only to see only the messages marked with the blue dot.
•
When you click the Split View icon in the top right of the Inbox stream and then select a message,
you'll see the content of the message in the lower pane and the list of messages in the upper pane.
•
Get rid of activity on any item that no longer interests you by clicking Hide new activity in the lower
pane of the split-pane view. The current activity stays in your Inbox, but you'll see no more update alerts
for that item. (Click Start following in Inbox to restore Inbox notifications for that item).
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Discover documents, questions, and discussions, and then comment and collaborate
Exchange ideas when you participate in discussions, questions, and documents:
•
Commenting is as simple as clicking Add a Comment or Reply at the bottom of a document, blog
post, question, or discussion. You can reply to an individual message in a thread or to the original post.
Everyone reading the thread will see your response.
•
Documents have owners who control whether you can change the content of the document, comment
on it, or even see it. You may be able to see documents that you don't have permission to comment on
or participate in. If you think you should be able to comment on a document and you can't, contact the
author and ask for permission.
•
If you can edit a document, you'll see Edit near the Actions menu.
•
A comment or reply may have a badge showing Decision, Action Item, or Success. These badges help
you avoid endless discussion and quickly determine the state or outcome of the conversation. To learn
more about this feature, be sure to read Using the Marking Feature on page 101.
•
Comments and replies may also be Liked or marked Helpful. These are tallied for reporting activity in
places, or the entire community.
•
A badge shows others how helpful someone has been to you. To give someone a badge, just go to
their profile page and click Actions > Give Badge.
Use an Attention stream
You'll see streams on the News page and on the Activity page of any place. Streams are updated when
someone creates a document, replies to a blog post, posts a status update, and so on.
What's My Role Here?
Don't be fooled. You're a crucial part of a community that needs your input. You may not be a community
member, but someone in the community invited you because they knew you'd add value. The benefit to
being an external contributor is that you only see the parts of the community that affect you. You don't have
to worry about seeing anything you shouldn't.
Your role is to help the community reach outside of its circle, and to share knowledge so both you and
other group members can work together successfully and efficiently. You can feel free to ask questions
in your group(s) and to post and comment on documents and discussions. When you become part of the
conversation, you'll improve how work gets done.
Reference and Advanced Topics
These topics address techniques for advanced users and administrators.
Advanced Content Management
Managing your documents and discussions through permissions and archiving can help ensure effective
collaboration.
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Document Approval
You can designate an approver for any document before you publish it, or a community administrator may
designate an approver for a space, so that all documents must be approved before they are published.
Note: A space approver only approves documents. If you want to set approval on more than
documents, use the Moderation feature if your community supports it.
Assigning a Document Approver for a Space
Community administrators can designate a document approver for a space so that all documents created
in the space must be approved before they are published. To set up a space approver, see Setting a
Space Approver.
Add a Document Approver to a Single Document
You can designate an approver for a document when you are creating it or after you have saved it, but
not published it. While you're editing the document, click the Advanced Options link. Under Require
approval before publication, enter the name of the person you want to approve the document. You can
also click Select People to browse for the person's name.
Note: If the place that contains your document has moderation enabled (if your community
supports it), then the approver(s) must approve the content before it will be sent to the moderator's
queue.
What happens when I submit a document for approval?
1. When someone has been assigned a space approver role, documents created in the space are
submitted for approval before they are published in the community. If moderation is also enabled for
documents in the containing space, then new documents must be approved before they're sent to the
moderation queue.
2. After submitting a document for approval, the document page will display a status box showing you a
list of people who must approve. (While awaiting approval, you can see the document in your Drafts by
going to Content > Drafts).
3. If the approver rejects the document, they're prompted to include a message to go with their rejection.
That message is added to the document's Author Discussion area, where comments go under the
document's content. A rejected document must be resubmitted (by anyone who can edit the document)
for approval before it can be published.
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4. If there are multiple approvers, all of them must approve a document before it can be published. After
the last person approves the document, it is automatically published (or submitted for moderation if
moderation is enabled in the containing space).
How do I convert a discussion or question thread to a document?
Sometimes an important discussion or question needs to become a document.
There may be times when you want to convert a discussion or question into a document. When you do
this, you'll create a new document that contains the original post and all replies. Then, you can edit the new
document and save it. The discussion/question itself will not be removed.
To convert a discussion or question to a document, navigate to it, then click Convert to document.
Moving Discussions, Documents, and Questions
You can move discussions, documents, and questions from one place to another.
To move a discussion, document, or question from one Jive place to another, navigate to the item and click
Move from the Actions menu. Select the new place and then confirm the move.
Note: Depending on how your community is set up, you may or may not see the Move option in
the Actions menu. If you want to move something but don't see the Move option, ask the content's
author or the owner of the place where the content is posted to move the item for you.
Locking Discussions
You can lock discussion and question threads so that no more replies are allowed.
If you're an administrator, place owner, or moderator, you can ensure that no one will be able to add more
replies to a discussion or question thread. Navigate to the thread and click Lock.
Note: Depending on how your community is set up, you may or may not see the Lock option in
the Actions menu. If you want to lock something but don't see the Lock option, ask the owner of the
place where the content is posted to lock the item for you.
What Are Feeds?
Feeds are a way for you to keep track of Jive content updates without having to visit the application. (RSS
is a popular feed type; "RSS" stands for "Really Simple Syndication.") By "subscribing" to the content feed,
you're asking to have easy access to information about content changes or additions. A feed brings you a
list of updates that you can view in a feed reader (also known as an aggregator). Subscribing to feeds is an
alternative to receiving email notifications, in which an email is sent each time content is changed or added
(although you can also do both). You might prefer email notifications if you want to receive updates in a
more "passive" but immediate way. (Set email notifications on individual items, or customize your email
notification settings to get email about particular kinds of activity.
You can subscribe to feeds for content lists (such as a list of blogs, discussions, documents, or status
updates you'd view), spaces, or discussion threads.
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Content Visibility Options
You can limit to selected people the visibility of content that you create, or hide it completely from other
people. Here is a reference of the visibility options of all content types.
Note: Externally-facing communities (those serving customers, partners, and vendors), do not
have the Personal Content (Hidden) feature.
Your Personal Content
Content Item
Description
Are streams
To set the item as
updated?
Personal:
To find the item later:
Documents
When you
You will see a
Before you publish the
Go to Content >
and Uploaded
publish a
stream update
document, set its visibility
Authored > Documents
Documents
document
when you
option to Hidden. You
and then select Filter by
as Hidden,
publish, but
might want to read How
personal content. The
it is stored in
other users will
Can I Create a Document
dark lock icon next to the
your personal
not.
Just for Myself?
document indicates it is
container and is
limited to you.
private to you.
External
Your private
You will see a
Bookmarks
bookmarks
stream update
are stored in
when you save
your personal
the bookmark,
Bookmark and paste
container and
but other users
in the external URL.
filter by External URL.
are private to
will not.
Then, select Make this
The dark lock icon next to
bookmark private before
the bookmark indicates it
you Save it.
is limited to you.
Go to
Go to Actions > Tasks.
you.
You will see a
Go to
select Bookmarked >
Personal
You can assign
Tasks (tasks
yourself personal stream update
you assign to
tasks so that no
yourself)
one else can see edit the task, but Task and select Project >
them.
other users will
None (personal task).
when you add or
not.
Click Spotlight search and
>Show all bookmarks.
In the top navigation bar,
In the Project drop-down
>menu, select Personal.
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Content Limited to Specific People
Content Item
Description
Are streams
To limit the item to
updated?
Specific People:
To find the item later:
Documents
When you
You and the
Before you publish the
Go to Content >
and Uploaded
publish a
other Specific
document, set its visibility
Authored > Documents
Documents
document limited People will a
option to Specific People. and then select Filter
to Specific
stream update
by personal content.
People, it
when you
The light lock icon next to
is stored in
publish, but
the document indicates
your personal
other users will
it is limited to you and
container and
not.
the other people you
is private to you
designated.
and the other
people you
designated.
Discussions and
When you
You and the
Before you post the
Go to Content >
Questions
publish a
other Specific
discussion or question,
Authored > Discussions/
discussion or
People will a
set its visibility option to
Questions and then
question limited
stream update
Specific People.
select Filter by personal
to Specific
when you
content. The light lock
People, it
publish, but
icon next to the item
is stored in
other users will
indicates it is limited to
your personal
not.
you and the other people
container and
you designated.
is private to you
and the other
people you
designated.
Messages
You can send
Messages are
one or more
listed in the
other users a
Inbox. They do
private message. not appear in
streams.
Go to
drop-down menu, select
>Messages.
Message and select
the person(s) to whom
you want to send the
message.
Content You Cannot Hide
•
Blog Posts
•
Discussions
Go to Inbox. In the Filter
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•
Questions
•
Polls
•
Status Updates (however, you can limit your status update to a group if you want to limit its audience)
•
Projects
Remote Access
If you aren't sitting at a computer, you still have options for accessing and interacting with a community.
Accessing the Community From a Mobile Device
Jive is accessible from mobile devices using the mobile Safari browser or by installing the Jive for iOS app
from the Apple store onto an iPhone or iPad. For help using the iOS app, see the linked documentation.
Posting a Reply Without Logging In
Reply to a community email from your email program and your reply will post directly into your community.
If your community manager has turned on this feature, you can post a reply to something by replying to a
notification email. You first need to set your user Preferences to receive email notifications on a particular
stream, so that when someone updates something you follow in that stream, you'll get an email about it.
(To understand how email notifications work, see Customizing Notifications on page 31).
To reply by email, just click Reply in your email program and then type your discussion reply just as you'd
type a reply to any email; then send the email. If the community is set up to receive replies via email, your
reply will be posted as if you'd logged in to your community and posted it from there.
Creating New Content Without Logging In
If your community supports it, you can post new content simply by sending an email to the community.
This feature can be especially handy for posting when you can't reach the community using a browser. For
example, you can email content from a cell phone that sends email.
Each place in your community provides email addresses for the content you can post via email. For
example, you can send an email to the address corresponding to documents in a place, and a new
document will be created there. Use the email addresses for the specific content you want to post. The
subject line of your email will be the document's title, while the email's body will be its content body. For
status updates, you can include a subject line and/or content in the email body. If you include both, the
subject line and the email body content will be separated by a line break in your posted status update; if
you include only a subject line or only email body content, then that is the only content you will see in your
status update.
To create community content with email:
1. Click your avatar in the top right and then View Profile to open your profile.
2. Click Actions > Create content by email. You won't see this option if your administrator has not
activated the ability to create content by email.
3. Select the types of content you want to create.
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4. Click Actions > Email vCards. You should receive an email from your community that includes this
vCard.
5. In your email or address book program, save the vCard as one of your Contacts. For example, in
Microsoft Outlook you can drag the vCard to your Contacts folder. On a Macintosh, you can doubleclick the vCard to add it to your address book.
6. In your email application, create a new message and select the address you just added from the vCard.
7. In the email's subject, type the title you want your content to have in Jive.
8. In the body of the email, type the main part of the content. If you want to include tags, in the last line of
your email type Tags: tag1here tag2here tag3here. This will tag your content so that people can find it
more easily later.
9. Send the email to create the content in Jive.
How Do I Use Feeds?
Use RSS feeds to get content updates without visiting the community.
By subscribing to a feed and using a feed reader (also known as an aggregator), you can discover what
has changed in the application without having to visit it. To learn more about feeds, see What are feeds?.
Note: RSS subscriptions are not supported if you have SSO enabled in your community because
the RSS reader cannot follow HTTP redirects for authentication.
1. To subscribe to an RSS feed
Option
Description
For places
Go to the landing page, click
,
then click Feeds.
For blogs
Go to the blog's landing page and click View
Feeds.
For discussions
Go to the discussion and click on the feed icon
.
2. You'll see a list of available feeds for that place. To subscribe, click on the link that corresponds to the
content type you want.
You can subscribe to specific content types, such as only discussions posted in a group or only the
comments of a blog.
3. Select the application you want to use as your feed reader (typically Google, MyYahoo, Safari, Firefox,
or Internet Explorer) and click Subscribe Now.
Note: When you subscribe, you may need to enter your user name and password so that Jive
knows it's not giving feed information to just anyone.
Attention: In order to subscribe to RSS feeds with Outlook 2007, you'll need to use this limited
workaround, if you use Internet Explorer.
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Advanced Group Management
Group owners have a number of permissions that can help them effectively manage groups and group
membership.
Group Owner and Administrator Permissions
A group's administrator has almost all the same abilities to manage a group as the group's owner (the one
who creates the group), except a group administrator cannot delete the group unless they are also the
Community Administrator.
Besides deleting the group, Group owners and administrators can also customize the group landing page
or manage group members, which includes actions such as disabling them, deleting them, or sending them
messages.
How Do I Change a Group's Details?
You can edit group details to customize your group name, description, image, type and so on.
If you're a group owner or administrator, you can edit details such as the group's name, description, type,
and so on — the same things you entered when you created the group. These details help people find your
group and know exactly what your group is up to. Think of the group's details as a book cover that potential
members can glance at to decide whether the group is something they need follow to get the latest news.
1. Go to the Overview page for your group, and then click Gear icon > Settings.
2. Change to update your group information like you did when you created the group.
How Do I Make and Manage Announcements?
Announcements can be an effective way to get people's attention.
You can post an announcement when you are the owner of a place (space, project, or group).
Announcements appear in the Inbox of users following the place and in a banner on the home page of the
place.
Caution: If available in the community, users may also get an email when a new announcement is
posted if they selected Email for Inbox: Activity on their Preferences page. For more about that,
be sure to read Customizing Email Notifications. If you do not want Inbox and email notifications
sent when you create an announcement, be sure to uncheck the Send Inbox notifications box
(checked by default).
Creating an Announcement
1. Navigate to the landing page where you want the announcement to appear. This can be the landing
page of a space, project, or group that you own.
2. Click the gear icon > Announcements.
3. Click Add a new announcement.
4. Enter the details of your announcement and specify the beginning and expiration dates. Decide how
long the announcement should be displayed by selecting a start and end date. Announcements start at
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12:00 (AM) on the start date and expire at 23:59 on the end date, in the announcement creator's time
zone.
Tip: If you do not want Jive Inbox and email notifications sent when you create an
announcement, be sure to uncheck the Send Inbox notifications box (checked by default).
5. Click Save.
6. To share, edit, expire, or delete an announcement, click Show Details on the announcement or navigate
to the home page of the space, project, or group where the announcement appears and click gear
icon > Announcements. Note that when you Expire an announcement, you are saving and hiding it,
but not deleting it. This is useful if you want to repost the announcement at a later date.
Managing Group Members
By managing group members, you can make changes like disabling them, deleting them, or sending them
messages.
Managing group members enables you to ban/disable members, delete members from the group, send
messages to members, and more. You can also export member information as a contact list which can be
imported into another application, such as an email address book.
This is also the place to change a selected member's role from administrator to member, or back the other
way. An administrator role lets the member make the same kinds of changes you can make as the group's
owner.
To manage group members:
1. Go to the group's main page and click the gear icon > Members.
To manage multiple members at once, select all members you want to modify and then use the Modify
selected drop-down list to select the action you want to apply to all selected members.
2. Click Change > Change Role, Disable or Delete next to the members you want to manage.
3. Click OK.
To see a quick count of members (and followers), click
on your group's landing page. From here, you can, you can click on the Followers and Members links to
be directed to your group's People page.
Making Bulk Changes to Content in Places
Social group owners, space owners, and people with Manage Community permissions can make bulk
changes to content items stored in a place, such as applying tags, categories, and outcomes. This can
be a quick and easy way to better organize the content in a place so that you and others can find it faster
later. Or, you can move or even delete a list of items in one easy action.
1. Go to the place you own and click the gear icon > Bulk manage content.
2. Select the content items you want to apply the changes to.
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3. You can apply any of the following actions by clicking the corresponding icon above the list of selected
items:
Option
Description
Add tags
This will apply the same tags to all of the selected
items.
Add categories
This will apply the same categories to all of the
selected items. You won't be able to select this if
categories are not set up in your community.
Set outcomes
This will apply the same outcomes, such as
Outdated or Final, to all of the selected items.
Move
This will move all of the selected items to the new
place you choose.
Delete
This will delete all of the selected items.
4. Click Continue if everything looks correct. You may need to click another Continue depending on the
option you selected.
5. When you're finished making changes, click Close.
Customizing the News Page
Users with Manage Community or Manage News Streams permissions can configure the News page of
the community, which features a variety of configurable tiles and subscription streams curated for specific
users or groups of users.
What Is News?
News is the central place for you to see what's happening in the community.
The News page features a variety of streams created for you by your community manager, designed to
direct you to content, people, and places that pertain directly to you. You'll also see your Following stream,
any custom streams you have created, and the All Activity streams, which show recent activity from all over
the community that you have permission to see. You can see these streams individually by clicking the
link to a stream in the top navigation and scrolling down the page, or you can use the main News view to
overview the latest items in each stream in a combined block view. Each block has a header that shows
what stream the item came from.
Note: The News page responds to browser width by adjusting to fit all your streams, so your
top navigation may differ slightly from browser to browser or from screen shots in this Help. For
example, you may see your News subscription streams listed individually or collapsed into a dropdown menu.
You can pin any of the streams listed on your News page to either the News or Home button, depending
on how your community manager has set up the main navigation ribbon in your community. Just click
the pin icon from the desired stream's page. Now when you click Home or News from anywhere in the
application, you'll be taken right to the page you pinned.
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The News page also features a variety of tiles to help you find important people, places, and content
quickly. The Trending Content and Trending People tiles are included by default, but may be removed by
your community manager.
Here's an overview of what you'll see on the News page. For a quick visual tour of the News interface, click
here.
News (top-level view)
The News view aggregates and displays content
posted in your News and Following streams.
However, unlike your streams, the News page
does not show content updates and comments
in a stream view. Content that gets updated or
interacted with is not bumped to the top of the News
view. The News view shows only new things.
Content is pulled in and displayed in the News view
in the order in which your streams are displayed to
the right of News. Duplicated content is removed
if it's already being pulled in from a higher-order
stream. Content you've read (by clicking-through
to it either from your desktop or a mobile version
of Jive) will stay in News for 2 days before going
away. Content you haven't yet read will stay for 10
days. Because the News streams are designed just
for you, you won't see the same content pulled into
the News view that others will see.
News streams
These are the streams you see listed when you
expand the menu under News. These streams are
created and managed by your community manager
or people with Manage News Streams permissions.
Because these streams are designed just for you,
you may not see the same News streams or the
same content in them that others see. To learn
more, be sure to read What Are News Streams? on
page 23
All Activity: Top & Trending stream
Check out this stream to get a feel for what's
happening right now.
All Activity: Most Recent stream
This stream shows you all community updates that
you have permission to see as they are posted
in real time. Scrolling through this stream can be
useful for adding new people and content to your
Following or custom streams.
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Following
When you start following people, places, and
content items, they are automatically added to this
stream. Use this stream if you just want to check in
throughout the day but not create a lot of custom
streams. This stream is included for you by default,
and you can add to or delete content, people, and
places from it.
Your custom streams
If you've created any custom streams, you'll see
those listed to the right of Following. Custom
streams can be a great way to keep up with the
content, people, and places that matter most to
you in your community. Here are some examples
of custom streams you might want to create for
yourself.
For a quick visual tour of the custom streams
interface, click here.
What Are News Streams?
News streams are configured for you by your community manager and are designed to bring you the latest
news from your organization, department, team, or product.
Click News to find your News streams if they've been set up. Because they are designed just for you, you
may not see the same News streams or the same content in them that others see.
For example, everyone in your community may see the "CEO's Blog" stream that shows the latest blog
posts from your organization's CEO. However, only people in the Marketing department may have a
stream called "Marketing News" that shows activity from the Marketing space.
In addition, you might have a news stream based on your role in the community. For example, let's say
everyone has a stream called "What’s New," but what is displayed there will be different depending on your
role. Customers might see content pulled from the Special Promotions blog in their What's New stream, but
vendors might see content pulled from the New Solutions group.
To learn more about streams and how they work, be sure to read What Are Streams?
Tips for Creating News Streams
Before you create a news stream, here are some questions to consider.
Does absolutely everyone need this
News streams created for Everyone will display
information?
on the News page for all registered community
users. If you work in a large organization, this could
include all people across a wide variety of job roles,
divisions, and locations. If you're confident the
information will be relevant to all of these users,
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follow the instructions in Creating a News Stream
for Everyone.
How much traffic is generated by the place or
Be sure that the place you select for the news
blog I want to share content from?
stream isn't too noisy for the intended audience.
For example, if your Sales group sometimes
contains social chatter, consider creating a more
controlled group or blog that contains only key
communications, and use that one for the News
stream.
Who, exactly, needs this News stream?
You can define audiences by selecting individual
people, by filtering on profile fields, and/or by
selecting a user permissions group defined in Jive.
The last two choices may require some preparation
on your part: to make sure you're using profile fields
consistently, and to create any permissions groups
you need for targeting an audience. Note that the
system-defined groups in Jive (under People >
Management > User Group Summary) cannot
be used to target audiences. You can use any
custom-defined groups shown in this screen. These
groups may be created manually or synced from
an SSO provider. You may need to work with your
community manager to define user groups.
What are some examples of News streams I
For a detailed example of how you might create
might create?
News streams for your community, be sure to read
this article in the Jive Community. You must be a
registered community user to see this content.
Creating a News Stream for Everyone
Here's how to create a News stream for all registered users to see.
Users see News streams listed across the top of the news page. You must have Manage News Streams or
Manage Community permissions to create, modify, or delete News streams.
For a detailed example of how you might create News streams, be sure to read this article in the Jive
Community. You must be a registered community user to see this content.
To create a News stream for everyone in the community:
1. Go to the Home page and click
next to News to create a new stream.
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Restriction: You'll only be able to see this icon if you are a community manager or have
Manage News Streams permissions.
2. Click Everyone.
3. Give the new stream a title, for example, "Executive News" or "CEO Blog." This is the stream name
users will see on the News page.
4. Under Places/Blogs, enter or select the place or blog you want the stream to pull content from.
Tip: If you see both a place and the place's blog listed, keep in mind that selecting the blog
would post less content in the stream. In other words, selecting a place means any new content
created there will show up in the stream. Selecting the blog means only blog posts will show up.
5. Under Audience, decide whether you want guest users (users who have not registered) to be able to
see the stream. This is only relevant if your community is visible to unregistered users.
6. Under Notify Users, select whether you want the stream's users to receive email or mobile notifications
every time new content is posted in the place or blog.
Tip: Generally speaking, we recommend setting this to Off. However, you'll likely want to
enable notifications on the most important content that your users cannot miss. Just keep in
mind that if notifications get noisy, users may stop reading the content.
7. Click Save, then Publish Layout.
You can create up to ten news streams, which will display on the News page in the order listed. You can
reorder the list by dragging a stream to a new position.
Creating a News Stream for Specific Users
Create a News stream to show a different selection of content to different audiences.
You must have Manage News Streams or Manage Community permissions to create, modify, or delete
News streams.
To create a News stream so that specific users will see content relevant to them:
1. Go to the Home page and click
next to News to create a new stream.
Restriction: You'll only be able to see this icon if you are a community manager or have
Manage News Streams permissions.
2. Click Specific Users.
3. Give the new stream a title, for example "Management Ideas" or "My Team News." This is the stream
name users will see on the News page.
Tip: Make the stream title work for every rule you are going to create for this stream. For
example, you could create a heading called "Management Ideas" and then create different rules
that direct new content from Finance groups to the Finance managers, blog posts from the
Technical Managers group to Engineering managers, and so on. You could then add a stream
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rule targeting content from Human Resources management groups to all these management
groups, because those management ideas can apply to any manager.
4. Select Create Stream Rule.
5. Under Places/Blogs, enter or select the place or blog you want the stream to pull content from.
Tip: If you see both a place and the place's blog listed, keep in mind that selecting the blog
would post less content in the stream. In other words, selecting a place means any new content
created there will show up in the stream. Selecting the blog means only blog posts will show up.
6. Under Audience, enter the users and group of users who will be able to view the stream. You can also
enter profile field values.
Note: For more information on filtering based on a profile field, be sure to read this article in the
Jive Community. You must be a registered community user to see this content.
You also have the option to select Create profile filter so that you can filter your audience based on a
combination of profile fields.
7. Click Save.
8. Under Notify Users, select whether you want the stream's users to receive email or mobile notifications
every time new content is posted in the place or blog.
Tip: Generally speaking, we recommend setting this to Off. However, you'll likely want to
enable notifications on the most important content that your users cannot miss. Just keep in
mind that if notifications get noisy, users may stop reading the content.
9. Click Save.
10.Click Publish Layout.
You can create up to ten news streams, which will display on the News page in the order listed. You can
reorder the list by dragging a stream to a new position.
For a detailed example of how you might create News streams, be sure to read this article
in the Jive Community. You must be a registered community user to see this content.
News Page Tile Reference
Here's a complete list of the tiles available on the News page.
To learn more about using tiles, be sure to read Using Tiles.
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Collaboration Tiles
Narrow
Tile
Description
Dependencies
Column
Document
Shows a full preview
Content added
#
Viewer
of a document you
manually.
Wide Column Hero Column
choose to display.
Helpful Links
Build a list of key
Content added
items for quick
manually.
#
reference. Links can
be internal to your
community or external
URLs.
Key Dates
Show selected dates
Content added
for your team.
manually.
#
Graphic Elements Tiles
Narrow
Tile
Description
Dependencies
Hero Image
Provide a key image
Content added
with a link and call to
manually
Column
Wide Column Hero Column
#
action as a header for
your News page.
Banner
Add a series of linked
Content added
images with text to
manually.
promote important
content.
#
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Narrow
Tile
Description
Dependencies
Column
Wide Column Hero Column
Carousel
Link a rotating image
Content added
#
#
carousel to key
manually.
#
#
#
#
#
#
destinations.
Create an
Add HTML
Content added
HTML Tile
manually.
Image Gallery Create a slideshow
Content added
with images and
#
manually.
captions.
Video
Shows a manually
Content added
(External)
selected video from
manually.
an external, noncommunity source.
Custom List Tiles
Narrow
Tile
Description
Dependencies
Column
Expandable
Shows links to
Content added
#
Sections
community content
manually.
under collapsible
headings.
Featured
Build a list of
Content added
People
important people for
manually.
your place.
#
Wide Column Hero Column
#
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Narrow
Tile
Description
Dependencies
Column
Helpful Links
Build a list of key
Content added
#
items for quick
manually.
Wide Column Hero Column
reference. Links can
be internal to your
community or external
URLs.
Key Content
Displays a list of
Content added
and Places
content and places
manually.
#
that you can edit and
manage yourself.
Dynamic List Tiles
Narrow
Tile
Description
Dependencies
Featured
Shows the user's
Relies on a quest
Quest
progress as they
being selected.
Column
Wide Column Hero Column
#
complete a quest.
Latest Blog
Shows the newest
Content added
Posts
blog posts in your
manually.
community. (You
won't see this tile
if your community
manager has
disabled blogs in your
community.)
#
#
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Narrow
Tile
Description
Dependencies
Column
Leaderboard
Shows the top
Internally-facing
#
or Top
point earners in the
communities only
Participants
community.
News
Display news
Relies on content from
headlines from the
the News streams.
Wide Column Hero Column
#
community that are
pulled in from each of
the News streams.
Similar Places Shows places with the Relies on content
Super List
same tags.
being tagged.
Shows an updated,
Relies on a query:
filtered view of
click Use this view in
content, people, or
a tile at the bottom of
places.
any People, Places,
#
#
#
or Content browsing
result.
Tagged
Displays content that
Content
matches specific tags. being tagged.
Trending
Displays content that's Relies on content
Content
getting an increase in
getting viewed and/or
views and likes.
liked.
Trending
Displays people
Relies on activity
People
whose activity is
getting viewed and/or
getting an increase in
liked.
views and likes.
Relies on content
#
#
#
#
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Support
Narrow
Tile
Description
Dependencies
Ask a
Find a previously
Relies on content
Question
asked or answered
query. Configure to
Column
#
Wide Column Hero Column
#
question, or ask a new select content types
Helpful Links
one.
and places to query.
Build a list of key
Content added
items for quick
manually.
#
reference. Links can
be internal to your
community or external
URLs.
Super List
Shows an updated,
Relies on a query:
filtered view of
click Use this view in
content, people, or
a tile at the bottom of
places.
any People, Places,
or Content browsing
result.
#
#
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External Add-Ons
Narrow
Tile
Description
Dependencies
Column
Create an
Create a custom
Content added
#
HTML Tile
user experience
manually.
Wide Column Hero Column
#
#
by inserting HTML
content into a tile for
your place.
Quests
Display quests for
Relies on a quest
community members
being enabled.
#
to complete.
Custom Tiles
Narrow
Tile
Description
Dependencies
Column
Create a
Displays a list of
Content added
#
Content or
content and places
manually. This tile
Place Tile
that you can edit and
and its content can
manage yourself.
be shared and used
by other people in the
community.
Create a
Build a list of
Content added
People Tile
important people for
manually. This tile
your place.
and its content can
be shared and used
by other people in the
community.
#
Wide Column Hero Column
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Configuring News FAQ
Here are some frequently asked questions and answers about configuring the News page and News
streams.
Who can create and modify the News page and
People with Manage News Streams permissions
News streams?
have the rights to modify the News page and
create, modify, or delete News streams, including
those set up by other people with Manage News
Streams permissions. People with Manage
Community permissions already have these rights.
Community managers can give someone Manage
News Streams permissions, by going to People >
Permissions > System Administration and
creating a user override to assign the user Manage
News Streams permissions.
Can I add a secret place to a News stream?
Yes, if you are an owner or member of the secret
place. Be aware when adding a secret place to a
News stream that other users with Manage News
Streams or Manage Community permissions will be
able to see this stream greyed-out when configuring
News. They will not be able to modify or delete a
News stream that has a secret place of which they
are not an owner or member.
Is there a limit to the number of News streams
There can be up to 10 News streams configured
the community can have?
in your community. (This does not include each
user's ability to create up to 10 custom streams of
their own; so in theory, a user could see 10 News
streams and 10 of their own custom streams listed
in the left sidebar).
How many rules can I have per news stream?
You can have 100 rules in a news stream. Within
each rule, audiences and places are essentially
unlimited.
Can I change the name of the News link on the
Yes. Just use the Single custom links feature in the
navigation bar?
theming interface. To learn more, be sure to read
Main Navigation Options Reference.
Designing Places
To customize a space, group, or project with a preconfigured set of content options designed for specific
collaboration goals, use your Activity page as the landing page and then apply and configure a Place
Template.
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An Activity page shows a real-time activity stream of updates happening in the place, such as status
updates and replies to content. Place templates are the starting point for setting up an Activity page: each
template contains an activity stream, plus a configurable group of tiles that reflect typical collaboration
goals. When you edit an existing place, create a group, start a project, or (if you have permission) create a
new space, you'll choose from a list of pre-designed Place Templates. Just quickly set up a few key tiles to
start collaborating in reality-tested environments such as:
•
An Event Planning place for organizing the material for an upcoming event
•
A Vendor Collaboration place for partnering with external talent
•
A private Pre-Hire Collaboration place for discussing potential job candidates
When you use a place template, you can add and remove any of the tiles and move them around within the
layout. Tiles are visual building blocks of information. They may dynamically pull data either from around
your Jive installation or from a third-party service, or they may be configured with information you've handselected.
Assigning a Place Template
When you assign a Place Template to an existing project, space, or group, you get a preconfigured Activity
page that contains the tiles and layout included in the template.
Assigning a Place Template to a place only affects the Activity page in that place. It changes the selection
of tiles on the Activity page and the order they're displayed in.
Warning: When you assign a new Place Template to a place whose tiles have been configured,
you lose any configuration in the tiles. For example, if you created a People list, it will be wiped out
and replaced with empty, unconfigured tiles, even if the new Place Template includes a People tile.
The exception is that Salesforce authentication will persist if you apply a different Place Template
that uses a Salesforce connection.
To assign a new Place Template to an existing place:
1. From your place, click the gear icon > Configure activity page.
Note: You can also click the gear icon > Settings or click the info icon > Edit. The Edit
Group page opens. You can make changes to this information now if you want, but it's not
required. Click OK.
2. Click Browse Templates in the top left.
3. Choose a Place Template for this place.
Place templates determine what tiles and streams will provide the layout and data for your group's
Activity page. Choose the one that's right for the kind of collaboration that will happen in your place.
4. Click Apply Template.
5. Click
and configure each tile that requires it.
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6. Click Apply in the tile dialog.
7. Click Save to update the place with your changes.
Creating a New Place Template
You can create a new place template based on a currently configured place using the settings under
Manage > Save as new template. Only edited templates have the option of being saved as new ones, and
pages are not saved with the new template.
You need to have rights to a place to save it as a template.
If you want to create a new Place Template, you can base one on the tiles included in an existing place
you've configured and saved. For example, if you create a group using the General Collaboration template,
but add and delete some tiles to include different information in that group, you can use Save as new
template to save the layout of the tiles as a Place Template. Then you can assign that template to other
places you create.
Note: If you have Community Manager rights, you can save Place Templates as Community
templates so that other people in the community can use them. If you're not, only you will see your
saved templates in Your Templates.
A template saves the type, order, and layout of tiles for a place. It does not save the configuration of those
tiles. If you've created lists of links using the Helpful Links tile, for example, and saved a template based on
that place, places with that template assigned will have the Helpful Links tile in the same position. But they
will not include the link list you created. This is true even if you later reassign that template to the same
group.
To create a template based on an existing place:
1. Go to the Activity page for your place and click the gear icon > Configure activity page.
Note: You can also click the gear icon > Settings or click the info icon > Edit. The Edit page
will appear. You can make changes to this information now if you want, but it's not required.
Click OK.
2. Change the tiles until the layout looks the way you want.
3. If you've made revisions to the current place's template, click Save to save them to the current
template.
Note: Remember pages you add will not be saved with the template.
4. In the Manage menu, click Save as new template and specify a name and description for the new
template. You'll only see this option if you have customized the current template.
5. Provide a name and some tags for the new template. Tags will be used to populate the Similar Places
tile.
6. Click Save.
7. If you want to apply the new template to a place, click the gear icon > Settings, and then select the
new template from Browse Templates > Your Templates to select and apply it.
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Using Tiles and External Stream Integrations
You can add and configure tiles and stream integrations so that your group's Activity page will show the
information and images that you want visitors to see.
For more information about tiles, see What is a Tile?. External stream integrations stream the information
you configure into your place activity stream.
To add a tile or stream integration:
1. Go to the Activity page for your place and click the gear icon > Edit activity page.
2. Click Add a tile or Add external stream integration.
Tip: You can add a tile above the external stream integrations and on the right-hand side under
any default tiles.
3. Select the tile or external stream integration that you want to add.
Note: You can also move and remove tiles and stream integrations at this time.
4. When you are done making changes, click Save at the bottom of the page.
To configure a tile or stream integration, click the gear icon at the top right of the tile, make any
changes, then click Apply.
When you're done making changes, remember to click Save at the bottom of the page.
Attention: Tiles without an active gear icon are automatically populated and don't need
configuration, so you won't see a gear icon for them.
Adding a Custom Page to a Place
Place owners can add their own custom pages to a place to allow more flexibility in designing places for
specific needs. For example, you might add a Product Schedule page that shows your upcoming shipping
dates and product owners.
Add a new page to your place to spotlight and organize content in that place. Once you add a page, you
can populate the page with tiles tailored for that place. You may want to dedicate a page to one important
document by using the Document Viewer tile, or you may want to add a creative flare to your place by
using the HTML tile.
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Note: For communities with widgets enabled, you need to set the place navigation to Activity +
Pages to see this option. For more on this, see Adding an Overview Page on page 55. After
you've set the place's navigation to Activity + Pages, you can add a new page.
To add a new page to your place:
1. Click the gear icon > Create a page.
Note: Your community manager determines the number of custom pages you can add to a
place.
2. Enter a name for your page.
3. Select the column layout you want for the new page.
4. Click OK.
5. Add and configure the tiles you want to appear on the new page.
6. Click Save.
New pages will appear first in the place menu.
To make changes to your page, go to the page and click the gear icon > Edit page.
Attention: If you enable widgets and reset the place's navigation (under Advanced Options) to
Overview or Activity + Overview and save that change, you'll no longer see the new page you just
created. However, if you then reset the place's navigation to Activity + Pages and save that change,
you'll see your new page again. In other words, you don't actually lose any new pages you have
created if you change the place navigation. You just don't see them when the place navigation is set
to Overview or Activity + Overview.
Changing a Banner or Image in a Place
You can further customize a place by changing its banner, or just changing the main place image.
To add your own detail to
1. Go to your place and select gear icon > Settings..
2. Click the camera icon
and navigate to a new place image.
3. If you want, you can also click Edit banner. From here, you can select a preset banner by clicking
Preset and choosing a good one, or click Custom to make your own. From Custom, you can upload an
image then also select how you want it displayed. Set the background color and text too.
Managing Page Navigation in Places
You can rearrange, rename, or hide links to pages in the navigation bar of a place by configuring its page
navigation.
Reordering and Editing Pages
To reorder, edit or hide links in a place's navigation, click the gear icon > Navigation in a place.
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Reordering Pages
To reorder pages in a place, just drag and drop
them to where you want to see them in the output,
and then click Apply. For example, move the page
you want to see first to the top of the list.
Hiding Pages
Click the Hide icon
for
all pages you want to hide from the place, and then
click Apply.
Editing Pages
Click the Edit icon
to edit the name of a custom page. Click the green
check mark icon when done or the red x icon to
cancel, and then click Apply. You can only edit
custom page names, and not names of other
pages like Activity or Overview. If you were actually
looking for how to edit content on a custom page,
see Adding a Custom Page to a Place on page
169.
Tile References
Your View, Place and News pages all contain tiles. We provide references for these tiles to help you
understand which tiles you can access and from where.
Your View Tile Reference
Here's a complete list of the tiles available in Your View.
Note: Tiles with an asterisk * are only available in narrow width tiles.
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Collaboration Tiles
Tile
Description
Dependencies
Narrow Column
Wide Column
Document
Shows a full preview of a
Content added manually.
#
#
Viewer
document you choose to
Content added manually.
#
Content added manually.
#
display.
Helpful Links*
Build a list of key items
for quick reference. Links
can be internal to your
community or external
URLs.
Key Dates*
Show selected dates for
your team.
Graphic Elements Tiles
Tile
Description
Dependencies
Narrow Column
Gauge*
Show any kind of status
Set manually.
#
Content added manually.
#
Wide Column
on a gauge.
Video (External)
Shows a manually
selected video from an
external, non-community
source.
#
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Custom List Tiles
Tile
Description
Dependencies
Expandable
Shows links to community Content added manually.
Sections
content under collapsible
Narrow Column
Wide Column
#
#
headings.
Featured
Build a list of important
People*
people for your place.
Helpful Links*
Build a list of key items
Content added manually.
#
Content added manually.
#
Content added manually.
#
for quick reference. Links
can be internal to your
community or external
URLs.
Key Content and Displays a list of content
Places*
and places that you can
edit and manage yourself.
Dynamic List Tiles
Tile
Description
Frequently
Shows the people, places, Relies on an algorithm.
Viewed
and content you visit
most.
Dependencies
Narrow Column
Wide Column
#
#
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Tile
Description
Dependencies
Latest Blog
Shows the newest blog
Content added manually.
Posts
posts in your community.
Narrow Column
Wide Column
#
#
#
#
(You won't see this tile if
your community manager
has disabled blogs in your
community.)
Recently Viewed Shows the people, places, Relies on an algorithm.
and content you viewed
recently.
Similar Places*
Super List
Shows places with the
Relies on content being
same tags.
tagged.
Shows an updated,
Relies on a query: click
filtered view of content,
Use this view in a tile at
people, or places.
the bottom of any People,
#
#
#
Places, or Content
browsing result.
Tagged Content* Displays content that
Relies on content being
matches specific tags.
tagged.
Trending
Shows content that's
Relies on an algorithm.
Content
attracting views and
interactions.
#
#
#
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Support
Tile
Description
Dependencies
Narrow Column
Helpful Links*
Build a list of key items
Content added manually.
#
Shows an updated,
Relies on a query: click
#
filtered view of content,
Use this view in a tile at
people, or places.
the bottom of any People,
Wide Column
for quick reference. Links
can be internal to your
community or external
URLs.
Super List
#
Places, or Content
browsing result.
News Page Tile Reference
Here's a complete list of the tiles available on the News page.
To learn more about using tiles, be sure to read Using Tiles.
Collaboration Tiles
Narrow
Tile
Description
Dependencies
Column
Document
Shows a full preview
Content added
#
Viewer
of a document you
manually.
choose to display.
Wide Column Hero Column
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Narrow
Tile
Description
Dependencies
Column
Helpful Links
Build a list of key
Content added
#
items for quick
manually.
Wide Column Hero Column
reference. Links can
be internal to your
community or external
URLs.
Key Dates
Show selected dates
Content added
for your team.
manually.
#
Graphic Elements Tiles
Narrow
Tile
Description
Dependencies
Hero Image
Provide a key image
Content added
with a link and call to
manually
Column
Wide Column Hero Column
#
action as a header for
your News page.
Banner
Add a series of linked
Content added
images with text to
manually.
#
promote important
content.
Carousel
Link a rotating image
Content added
carousel to key
manually.
destinations.
#
#
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Narrow
Tile
Description
Dependencies
Column
Create an
Add HTML
Content added
#
#
#
#
#
#
HTML Tile
manually.
Image Gallery Create a slideshow
Content added
with images and
Wide Column Hero Column
#
manually.
captions.
Video
Shows a manually
Content added
(External)
selected video from
manually.
an external, noncommunity source.
Custom List Tiles
Narrow
Tile
Description
Dependencies
Column
Expandable
Shows links to
Content added
#
Sections
community content
manually.
under collapsible
headings.
Featured
Build a list of
Content added
People
important people for
manually.
your place.
#
Wide Column Hero Column
#
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Narrow
Tile
Description
Dependencies
Column
Helpful Links
Build a list of key
Content added
#
items for quick
manually.
Wide Column Hero Column
reference. Links can
be internal to your
community or external
URLs.
Key Content
Displays a list of
Content added
and Places
content and places
manually.
#
that you can edit and
manage yourself.
Dynamic List Tiles
Narrow
Tile
Description
Dependencies
Featured
Shows the user's
Relies on a quest
Quest
progress as they
being selected.
Column
Wide Column Hero Column
#
complete a quest.
Latest Blog
Shows the newest
Content added
Posts
blog posts in your
manually.
community. (You
won't see this tile
if your community
manager has
disabled blogs in your
community.)
#
#
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Narrow
Tile
Description
Dependencies
Column
Leaderboard
Shows the top
Internally-facing
#
or Top
point earners in the
communities only
Participants
community.
News
Display news
Relies on content from
headlines from the
the News streams.
Wide Column Hero Column
#
community that are
pulled in from each of
the News streams.
Similar Places Shows places with the Relies on content
Super List
same tags.
being tagged.
Shows an updated,
Relies on a query:
filtered view of
click Use this view in
content, people, or
a tile at the bottom of
places.
any People, Places,
#
#
#
or Content browsing
result.
Tagged
Displays content that
Content
matches specific tags. being tagged.
Trending
Displays content that's Relies on content
Content
getting an increase in
getting viewed and/or
views and likes.
liked.
Trending
Displays people
Relies on activity
People
whose activity is
getting viewed and/or
getting an increase in
liked.
views and likes.
Relies on content
#
#
#
#
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Support
Narrow
Tile
Description
Dependencies
Ask a
Find a previously
Relies on content
Question
asked or answered
query. Configure to
Column
#
Wide Column Hero Column
#
question, or ask a new select content types
Helpful Links
one.
and places to query.
Build a list of key
Content added
items for quick
manually.
#
reference. Links can
be internal to your
community or external
URLs.
Super List
Shows an updated,
Relies on a query:
filtered view of
click Use this view in
content, people, or
a tile at the bottom of
places.
any People, Places,
or Content browsing
result.
#
#
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External Add-Ons
Narrow
Tile
Description
Dependencies
Column
Create an
Create a custom
Content added
#
HTML Tile
user experience
manually.
Wide Column Hero Column
#
#
by inserting HTML
content into a tile for
your place.
Quests
Display quests for
Relies on a quest
community members
being enabled.
#
to complete.
Custom Tiles
Narrow
Tile
Description
Dependencies
Column
Create a
Displays a list of
Content added
#
Content or
content and places
manually. This tile
Place Tile
that you can edit and
and its content can
manage yourself.
be shared and used
by other people in the
community.
Create a
Build a list of
Content added
People Tile
important people for
manually. This tile
your place.
and its content can
be shared and used
by other people in the
community.
#
Wide Column Hero Column
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Place Tile Reference
Here's a complete list of the tiles available on the activity and custom pages of the Place configuration. You
may also see custom tiles not listed here that have been created by your community manager.
You should be able to satisfy most of your needs with the built-in tiles and the Create New Tile feature that
allows you to create a custom tile. But it is also possible to develop tiles that aren't included in the product,
including tiles for third-party integrations. Check out the Jive Developers' site to get started.
Note: You will see different options depending on which features are enabled in your community.
Your Tiles
Tile
Description
Dependencies
Your Custom
Any custom tiles you have created will be
You must first Create a New Content,
Tile Name
listed here.
People, or Places Tile or to see the Your
Tiles option under Categories.
Collaboration Tiles
Narrow
Tile
Description
Dependencies
Action Items*
Track the content
Relies on content
that needs follow-up
being marked "Needs
action.
Action."
Display content in
Relies on categories
selected categories.
configured in the
Categories
Column
Shows a full preview
Content added
Viewer
of a document you
manually.
choose to display.
Wide Column
Column
#
#
Custom
Custom
Page Only
Page Only
#
#
#
#
current place.
Document
Jumbo
#
Custom
Page Only
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Narrow
Tile
Description
Dependencies
Featured
Shows content
Relies on content
Content
marked "Featured."
being marked
Column
Wide Column
Column
#
#
#
Custom
Custom
Page Only
Page Only
#
#
Custom
Custom
Page Only
Page Only
"Featured."
Finalized
Shows content that
Relies on content
Content*
has been marked
being marked "Final."
Jumbo
#
"Final."
Helpful Links*
Build a list of key
Content added
items for quick
manually.
#
reference. Links can
be internal to your
community or external
URLs.
Key Dates*
Show selected dates
Content added
for your team.
manually.
Popular
Shows content that's
Relies on content
Content
getting views and
getting viewed and
likes.
liked.
Recent
Shows the most
Relies on content
Decisions*
recent items that were being marked
marked "Decision."
"Decision."
Upcoming
Events created
Relies on content from
Events*
in your place will
the Events plugin.
automatically be
added to this tile.
#
#
#
#
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Graphic Elements Tiles
Narrow
Tile
Description
Dependencies
Banner
Add a series of linked
Content added
images with text to
manually.
Column
Jumbo
Wide Column
Column
#
#
#
#
#
#
#
#
promote important
content.
Carousel
Link a rotating image
Content added
carousel to key
manually.
destinations.
Create an
Create a custom
Content added
HTML Tile
user experience
manually.
Custom
by inserting HTML
Page Only
content into a tile for
your place.
Gauge*
Show any kind of
Set manually.
#
Content added
#
#
#
#
#
#
#
#
#
Custom
Custom
Page Only
Page Only
status on a gauge.
Image Gallery Create a slideshow
with images and
manually.
captions.
Video
Shows a manually
Content added
(External)*
selected video from
manually.
an external, noncommunity source.
Video
Display a video from
Content added
(Featured)*
anywhere on the
manually.
Internet.
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Custom List Tiles
Narrow
Tile
Description
Dependencies
Categories
Display content in selected
Relies on
categories.
categories
Jumbo
Column
Wide Column
Column
#
#
#
Custom
Custom
Page Only
Page Only
#
#
Custom
Custom
Page Only
Page Only
#
#
configured in
the current
place.
Content Sets
Shows community content
Content
inside a tile, in a browse
added
sequence you design.
manually.
#
For more
information,
be sure to
read Creating
Content Sets.
Expandable
Shows links to community
Content
Sections
content under collapsible
added
headings.
manually.
Featured
Build a list of important people Content
People
for your place.
#
#
added
manually.
Helpful Links
Build a list of key items for
Content
quick reference. Links can be
added
internal to your community or
manually.
#
external URLs.
Key Content
Displays a list of content and
Content
and Places
places that you can edit and
added
manage yourself.
manually.
#
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Dynamic List Tiles
Narrow
Tile
Description
Dependencies
Action Items
Track the content
Relies on content
that needs follow-up
being marked "Needs
action.
Action."
Answered
Displays a list of
Relies on discussions
Questions
questions that have
marked as questions
been answered in the
that include a reply
place.
marked as the Correct
Column
Jumbo
Wide Column
Column
#
#
Custom
Custom
Page Only
Page Only
#
#
Custom
Custom
Page Only
Page Only
#
#
#
#
Answer.
Featured
Shows content that's
Relies on someone
Content
been marked as
marking content with
Featured.
Add as featured
#
content.
Featured
Shows your progress
Relies on a quest
Quest
in completing the
being designated.
#
featured quest.
Finalized
Shows content that
Relies on content
Content
has been marked
being marked "Final."
#
"Final."
Latest Blog
Shows the newest
Content added
Posts
blog posts in your
manually.
community. (You
won't see this tile
if your community
manager has
disabled blogs in your
community.)
#
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Narrow
Tile
Description
Dependencies
Column
Leaderboard
Shows frequent
Populated when
#
or Top
contributors to the
activity happens in
Participants
place.
the place. Note that
Jumbo
Wide Column
Column
#
#
Custom
Custom
Page Only
Page Only
#
#
this tile uses the same
information as the
status levels in your
community.
Popular
Shows content that's
Relies on content
Content
getting views and
getting viewed and
likes.
liked.
Recent
Shows the most
Relies on content
Decisions
recent items that were being marked
marked "Decision."
#
"Decision."
Similar Places Shows places with the Relies on content
Super List
#
same tags.
being tagged.
Shows an updated,
Relies on a query:
filtered view of
click Use this view in
content, people, or
a tile at the bottom of
places.
any People, Places,
#
#
or Content browsing
result.
Tagged
Displays content that
Content
matches specific tags. being tagged.
Trending
Displays content with
Relies on views, likes,
Content
the most views and
shares.
interactions.
Relies on content
#
#
Activity
Page Only
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Narrow
Tile
Description
Dependencies
Unanswered
Displays a list of
Relies on discussions
Questions
questions that
marked as questions
have not yet been
that do not yet have
Jumbo
Column
Wide Column
Column
#
#
#
Custom
Custom
Page Only
Page Only
answered in the place. a reply marked as the
Correct Answer.
Support
Narrow
Tile
Description
Dependencies
Answered
Displays a list of
Relies on discussions
Questions
questions that have
marked as questions
been answered in the
that include a reply
place.
marked as the Correct
Jumbo
Column
Wide Column
Column
#
#
#
Custom
Custom
Page Only
Page Only
#
#
Answer.
Ask a
Find a previously
Relies on content
Question
asked or answered
query. Configure to
#
question, or ask a new select content types
Helpful Links
one.
and places to query.
Build a list of key
Content added
items for quick
manually.
reference. Links can
be internal to your
community or external
URLs.
#
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Narrow
Tile
Description
Dependencies
Super List
Shows an updated,
Relies on a query:
filtered view of
click Use this view in
content, people, or
a tile at the bottom of
places.
any People, Places,
Jumbo
Column
Wide Column
Column
#
#
#
#
#
#
Custom
Custom
Page Only
Page Only
or Content browsing
result.
Unanswered
Displays a list of
Relies on discussions
Questions
questions that
marked as questions
have not yet been
that do not yet have
answered in the place. a reply marked as the
Correct Answer.
External Add-Ons
Narrow
Tile
Description
Dependencies
Account
Pull in the details
Pull in the details
Details
of an account from
of an account from
Salesforce. Requires
Salesforce. Requires
a Salesforce account.
a Salesforce account.
Opportunity
Pull in the details of
Pull in the details
Details
an opportunity from
of an account from
Salesforce. Requires
Salesforce. Requires
a Salesforce account.
a Salesforce account.
Column
#
#
Jumbo
Wide Column
Column
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Narrow
Tile
Description
Dependencies
Probability
View the probability
Pull in the details
Details
details of a Salesforce of an account from
opportunity in gauge
Salesforce. Requires
format. Requires a
a Salesforce account.
Column
Jumbo
Wide Column
Column
#
#
#
#
#
Salesforce account.
Create an
Create a custom
Content added
HTML Tile
user experience
manually.
#
by inserting HTML
content into a tile for
your place.
Quests
Display quests for
Relies on a quest
community members
being enabled.
to complete.
Custom Tiles
Narrow
Jumbo
Tile
Description
Dependencies
Column
Wide Column
Column
Create a
Displays a list of
Content added
#
#
#
Content or
content and places
manually. This tile
Place Tile
that you can edit and
and its content can
manage yourself.
be shared and used
by other people in the
community.
| Using a Jive Community | 191
Narrow
Jumbo
Tile
Description
Dependencies
Column
Wide Column
Column
Create a
Build a list of
Content added
#
#
#
People Tile
important people for
manually. This tile
your place.
and its content can
be shared and used
by other people in the
community.
Super List Tile
The Super List tile displays a filtered list of content, people or places, but first you need to create the filter
link, then you can paste it into your Super List tile.
You can use these step-by-step instructions to create the filter link and add it into your tile.
1. Open your community in a browser.
2. Decide if you want information from the entire community or only information from a place to show up in
your tile.
a) If you want to see place content only in your super list then browse to the place, and select Content.
b) If you want to see people, places, or content across the entire community, then append your
community name with /people, /places, or /content.
https://community.jivesoftware.com/content
3. Filter and sort results that you want to see in the super list.
4. Click Use this view in a tile > Copy to clipboard to capture the filtered information as shown in the
following image.
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5. Open the place where you want to see the Super List tile.
6. In either a wide or narrow tile, click Add a tile.
7. Select Lists - Dynamic > Super List
8. Paste the link into the Paste filter link here field.
9. If you pasted a link to filtered content, you will also see the following three options. Choose one:
Basic list
Use the basic list view to show title, author, and
post date.
Detailed list
Use the detailed list to show title, snippet of
content, and, if available, number of comments,
replies, likes and views.
Rich Preview
Use the rich preview list to show Original content
author avatar and name, post date, content icon
and title, a thumbnail of image (if available),
snippet of content,
10.You can change the title and/or the number of items to display.
11.Click Apply.
12.Click Save.
Ask a Question Tile
The Ask a Question tile provides a field where users can type their question. As they type, search results
are shown in the tile, and if no answers are found, they can create a question with the push of a button.
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When you add the Ask a Question tile to a place, you can specify the default content type you want them to
search or specify the default location for the users to create their questions if they find no results.
1. From your community, open the place where you want to add the Ask a Question tile.
2. In either a wide or narrow tile, click Add a tile.
3. Select Support > Ask a Question
4. Optionally, you can change the title, default text in the search field, and the Submit button text.
5. Specify the place where Jive should search for the question, or select All places. You could limit their
search to the place where the tile lives, or open it up to a community search.
6. In the "Number of type-ahead search results" field, type a number from 1 to 25 that represents how
many type-ahead results you want users to see. They can always click See all results to open the
filtered search page.
7. If you want to restrict the results to specific content types, select them. For example, this is useful if you
only want to show questions or discussion related to the search.
8. In "Post Questions to" section, select the place where the user's question should be posted, or select
Let the user choose the place. Sometimes, you might want to guide the user to use a specific place,
but they can always change this if they need to.
9. Click Save Properties.
10.Click Save.
Place Template Reference
Each Place Template contains a unique selection of tiles customized for a specific collaborative activity,
such as Sales or IT.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
It's possible to develop custom tiles that aren't included in the product, including tiles for third-party
integrations. Check out developers.jivesoftware.com for the latest developer information and programming
tutorials to get you started.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
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General Place Templates
General Place Templates are useful for general collaboration cases not focused on a specific business
function, and can easily be used as the base for custom templates.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Available in Internally-facing Communities
Place Template
Tiles
Team Collaboration
Leaderboard or Top Discussions
Participants
Key Content and
Features
Polls
Blogs
Places
Documents
Featured Content
Ideas
Recent Decisions
Projects
Finalized Content
Videos
Events
Status Updates
(in groups only)
Default Type
Default Tag(s)
Public
—
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Place Template
Tiles
Features
Default Type
Default Tag(s)
Best Practices Sharing
Featured Content
Discussions
Public
best practice
Popular Content
Polls
Image Gallery
Blogs
Public
—
Public
—
Leaderboard or Top Documents
Participants
Key Dates
Ideas
Projects
Videos
Events
Status Updates
(in groups only)
War Room
Gauge
Documents
Finalized Content
Discussions
Action Items
Status Updates
Leaderboard or Top
Participants
(in groups only)
Projects
Featured Content
Customer 360
Gauge
Discussions
Featured Content
Polls
Helpful Links
Blogs
Featured People
Documents
Key Dates
Ideas
Projects
Videos
Events
Status Updates
(in groups only)
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Available in Externally-facing Communities
Place Template
Tiles
Community Member Group
Key Content and Discussions
Places
Popular Content
Leaderboard or
Features
Default Type
Default Tag(s)
Public
—
Public
video
Public
blogs
Polls
Blogs
Documents
Top Participants
Ideas
Projects
Videos
Events
Video Channel
Video (External)
Videos
Featured
Discussions
Content
Blog Central
Leaderboard or
Blogs
Top Participants
Featured
Content
Popular Content
Corporate Communications Place Templates
Corporate Communications Place Templates include selections of tiles focused on sharing videos, live
events, communications planning, and blogging.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
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Place Template
Tiles
Features
Default Type
Default Tag(s)
Blog Central
Leaderboard or
Blogs
Public
blogs
Private
corp comms
Public
event, stream
Top Participants
Featured
Status Updates
(in groups only)
Content
Popular Content
Communications Planning
Key Dates
Discussions
Featured
Polls
Content
Action Items
Recent
Blogs
Documents
Ideas
Decisions
Projects
Finalized
Content
Videos
Image Gallery
Events
Status Updates
(in groups only)
Live Event Activity Streaming
Leaderboard or
Top Participants
Key Dates
Documents
Status Updates
(in groups only)
Customer Service Place Templates
Customer Service Place Templates include selections of tiles focused on finding information and
supporting customers.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
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Place Template
Tiles
Features
Knowledge Management
Key Content and Documents
Default Type
Default Tag(s)
Public
help, knowledge
base,
Places
documentation
Featured
Content
Finalized
Content
Customer Support
Featured People Documents
Action Items
Private (unlisted) —
Discussions
Recent
Decisions
Finalized
Content
Popular Content
Support and Community Team
Featured
Backchannel (private discussions)
Content
Recent
Documents
Private (unlisted) backchannel
Discussions
Ideas
Decisions
Leaderboard or
Top Participants
Project Management
Gauge
Discussions
Key Dates
Polls
Private (unlisted) —
Key Content and Blogs
Places
Documents
Ideas
Projects
Videos
Events
Human Resources Place Templates
Human Resources Place Templates include selections of tiles focused on HR team communications and
pre-hire communication with future employees.
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Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Place Template
Tiles
Features
Default Type
Default Tag(s)
Best Practices Sharing
Featured
Discussions
Public
—
Featured People Discussions
Private
pre-hire
Key Content and Polls
Externally-
Places
accessible
Content
Popular Content
Image Gallery
Leaderboard or
Polls
Blogs
Documents
Ideas
Top Participants
Projects
Key Dates
Videos
Events
Status Updates
(in groups only)
Pre-Hire Collaboration
Helpful Links
Action Items
Key Dates
Blogs
Documents
Ideas
Projects
Videos
Events
Status Updates
(in groups only)
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IT Place Templates
Information Technology Place Templates include selections of tiles focused on technology rollouts,
helpdesk support, and upgrade planning.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Place Template
Tiles
Features
Default Type
Default Tag(s)
Best Practices Sharing
Featured
Discussions
Public
best practice
Content
Popular Content
Image Gallery
Leaderboard or
Polls
Blogs
Documents
Ideas
Top Participants
Projects
Key Dates
Videos
Events
Status Updates
(in groups only)
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Place Template
Tiles
Features
Default Type
Default Tag(s)
Technology Rollout and Support
Video (External)
Discussions
Public
technology
Featured
Polls
Public
helpdesk
Content
Finalized
Blogs
Documents
Content
Ideas
Key Dates
Projects
Helpful Links
Videos
Events
Status Updates
(in groups only)
IT Helpdesk Collaboration
Featured
Content
Popular Content
Helpful Links
Action Items
Recent
Discussions
Polls
Blogs
Documents
Ideas
Projects
Decisions
Videos
Events
Status Updates
(in groups only)
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Place Template
Tiles
Features
Default Type
Default Tag(s)
IT Upgrade Planning
Key Dates
Discussions
Public
it, upgrade
Action Items
Polls
Private
request_for_proposal,
Featured People Blogs
Helpful Links
Documents
Image Gallery
Ideas
Projects
Videos
Events
Status Updates
(in groups only)
RFP Workgroup
Key Dates
Documents
Popular Content
Discussions
Finalized
Status Updates
Content
(in groups only)
Leaderboard or
Projects
rfp
Top Participants
Key Content and
Places
Gauge
Marketing Place Templates
Marketing Place Templates include selections of tiles focused on assembling marketing campaigns and
collateral.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
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Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Table 2: Available in Internally-facing Communities
Place Template
Tiles
Features
Default Type
Default
Tag(s)
Event Planning
Key Dates
Documents
Featured Content
Discussions
Gauge
Ideas
Popular Content
Status
Recent Decisions
Private
event
agency,
Updates (in
groups only)
Projects
Customer, Partner, or Vendor
Collaboration
Key Dates
Discussions
Private
Leaderboard or Top
Polls
Externally-
Participants
Helpful Links
Finalized Content
Action Items
Blogs
Documents
Ideas
Projects
Videos
Events
Status
Updates (in
groups only)
accessible
customer,
partner,
vendor
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Place Template
Tiles
Features
Default Type
Default
Tag(s)
Campaign Planning
Leaderboard or Top
Discussions
Participants
Private
campaign
Polls
Finalized Content
assets,
Blogs
Action Items
Documents
Key Content and Places
Key Dates
Ideas
Projects
Videos
Events
Status
Updates (in
groups only)
Customer Success Stories
Leaderboard or Top
Public
Blogs
Participants
Documents
Featured Content
success_stories,
win
Status
Popular Content
Updates (in
groups only)
Table 3: Available in Externally-facing Communities
Place Template
Tiles
Features
Default Type
Event Planning
Key Dates
Documents
Private (unlisted) event
Featured
Discussions
Content
Gauge
Popular Content
Recent
Decisions
Ideas
Projects
Default Tag(s)
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Place Template
Tiles
Features
Default Type
Default Tag(s)
Customer Event
Key Dates
Events
Public
—
Public
—
Key Content and Documents
Places
Leaderboard or
Discussions
Blogs
Top Participants
Partner Enablement
Popular Content
Discussions
Key Content and Polls
Places
Video (External)
Featured
Blogs
Documents
Ideas
Content
Projects
Featured People
Videos
Events
Customer, Partner, or Vendor
Collaboration
Key Dates
Discussions
Leaderboard or
Polls
Top Participants
Helpful Links
Finalized
Private (unlisted) partner
Blogs
Documents
Ideas
Content
Projects
Action Items
Videos
Events
Other Templates
Other Templates contain the Pre-hire Collaboration for externally-facing communities.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
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Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Place Template
Tiles
Features
Pre-hire Collaboration
Featured People Discussions
Key Content and Polls
Places
Helpful Links
Action Items
Key Dates
Blogs
Default Type
Default Tag(s)
Private
pre-hire
(Unlisted) and
Externally
Accessible
Documents
Ideas
Projects
Videos
Events
Status Updates
Products Place Templates
Products Place Templates include tiles for information used to launch and manage products.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
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Place Template
Tiles
Features
Default Type
Default Tag(s)
Product Launch Planning
Leaderboard or Top
Discussions
Private
assets,
Participants
Finalized Content
Action Items
Key Content and
campaign
Polls
Blogs
Documents
Ideas
Places
Projects
Key Dates
Videos
Events
Product Launch
—
Discussions
Public
assets,
campaign
Documents
Blogs
Product and Services Feedback
Featured Content
Ideas
Action Items
Documents
Public
feedback
Private
—
Discussions
Polls
Blogs
Beta Testing
Featured Content
Ideas
Action Items
Documents
Recent Decisions
Discussions
Leaderboard or Top
Polls
Participants
(unlisted)
Blogs
Research and Development Templates
Research and Development Place Templates contain selections of tiles focused on innovation and
collaboration R&D organizations, including FAQ and vendor collaboration.
Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
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recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Place Template
Tiles
Features
Default Type
Default Tag(s)
Best Practices Sharing
Featured
Discussions
Public
best practice
Public
development,
Content
Popular Content
Image Gallery
Leaderboard or
Polls
Blogs
Documents
Ideas
Top Participants
Projects
Key Dates
Videos
Events
Status Updates
(in groups only)
R&D Planning
Action Items
Discussions
Popular Content
Polls
Leaderboard or
Blogs
Top Participants
Recent
research
Documents
Ideas
Decisions
Projects
Videos
Events
Status Updates
(in groups only)
Sales Place Templates
Sales Place Templates include tiles for information used to plan and close deals, including some
integrations with Salesforce.com.
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Templates are organized according to the kind of workgroup that typically uses them, but you can rename
and customize any template. The right template contains more or less the tiles that you need. For example,
if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer
Desk template when creating the place, even if Sales isn't your main goal. This template includes a
Featured People tile to identify people you can direct questions to, tracks items marked for Action and
recent decisions, and surfaces popular content. For more information about data tiles and the information
they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different. In addition, externallyfacing communities (those serving customers, partners, and vendors), do not have the Corporate
Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving
employees), do not have the Customer Service, Other, or Products templates.
Place Template
Tiles
Features
Default Type Default Tag(s)
Sales Home
Popular Content
Discussions
Public
sales
Key Content and
Polls
Public
questions, sales
Places
Video (External)
Featured Content
Featured People
Blogs
Documents
Ideas
Projects
Videos
Events
Status
Updates (in
groups only)
Sales Answer Desk
Popular Content
Videos
Helpful Links
Discussions
Featured People
Blogs
Action Items
Documents
Recent Decisions Projects
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Place Template
Tiles
Features
Default Type Default Tag(s)
Deal Room Generic
Leaderboard or
Discussions
Public
deal_room, win
Private
request_for_proposal, rfp
Private
competition
Top Participants
Popular Content
Action Items
Finalized Content
Key Dates
Polls
Blogs
Documents
Ideas
Projects
Videos
Events
Status
Updates (in
groups only)
RFP Workgroup
Key Dates
Documents
Popular Content
Discussions
Finalized Content Status
Leaderboard or
Top Participants
Key Content and
Updates (in
groups only)
Projects
Places
Gauge
Competition
Featured People
Documents
Leaderboard or
Discussions
Top Participants
Featured Content
Popular Content
Key Content and
Places
Blogs
Status
Updates (in
groups only)
Projects
(unlisted)
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Place Template
Tiles
Features
Default Type Default Tag(s)
Customer 360
Gauge
Discussions
Public
—
Featured Content Polls
Helpful Links
Blogs
Featured People
Documents
Key Dates
Ideas
Projects
Videos
Events
Status
Updates (in
groups only)
Designing Overview Pages for Places
You can define the content and layout of Overview pages for places that you have administrator rights.
Places (social groups, projects, and spaces) become more inviting when you customize their overview
pages to display the items members care about most. Depending on your overview page customization
rights, you can easily get these pages to look the way you want by using widgets that help you choose and
arrange content. Each widget displays content of a particular kind — for example, HTML, recent content, or
feed subscription results — in a box that you can drag into position on a page. After you publish the page,
you can always come back and update its content or design. A complete reference to available widgets
can be found here. The steps for customizing overview pages are here.
A good starting point for thinking further about designing Overview pages is this blog post in the Jive
Community: Extreme Makeover: Widget Edition. Here are a few key guidelines for designing pages with
widgets:
Overview Page Best Practices
•
What is the purpose of your site, space, or group? Make sure the widgets you choose help users
identify the purpose of the place and quickly find the information they need.
•
Keep in mind that with widgets, less is more. Highly complex pages can lead to performance challenges
as well as user confusion. You should use only as many widgets as you need to provide key information
for the place without overloading it.
•
Make sure you also limit the number of images on the page. Loading many images on every page load
can make your page slower and create visual clutter.
•
Limit group and space ownership to one or a very few users to safeguard your design and protect
security.
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Setting Up a Place's Overview Page
You can customize the layout of your place's Overview page to better organize and display your group's
information.
When you customize the Overview page for a place, you decide on a column view, then drag widgets into
the layout.
To customize the Overview page:
1. Click your Overview page and then gear icon > Edit overview page.
If you didn't add an Overview page to your place, you won't see Edit overview page as an option. You
can go to gear icon > Settings, click Advanced Options, and select Overview page.
2. You'll see a layout interface with the available layouts and widgets listed at the top. Select a layout from
the Layout column.
3. In the widgets list, find the widgets you want and drag them into the layout area.
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4. After the widget is in the layout area, you can customize it by clicking the Edit this widget link (it's
under the little arrow in the widget's upper right corner).
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5. If you want to remove any widgets, click the Remove this widget link (it's under the arrow in each
widget's upper right corner).
6. To save all your changes to the layout and make them visible to other users, click Publish Layout.
If you've chosen widgets that require further configuration, you'll then edit them to ensure the correct
activity flows into them, or populate them with content.
Updating Places That Have an Overview Page
If you are a place owner, you can also add an Activity page to your place, which takes advantage of place
templates and tiles.
You have the option of updating your place's Overview page to an Activity page or adding an Activity page
in addition to your place's Overview page.
Note: If you have both an Activity page and an Overview page, you can choose which you prefer
for the landing page (where visitors land by default when they navigate to the place).
Tip: If you use the checkpoint and status functionality for tracking project tasks, you may want
to stick with the old-style Overview page rather than updating to the Place Template format. The
widgets in the Overview page more effectively support Projects at this time.
To add an Activity page or to replace the Overview page with an Activity page:
1. Go to the landing page for your place and click the gear icon > Settings.
Note: The Edit place page will appear.
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2. Click Advanced options at the bottom.
3. Under Place navigation, select or deselect Overview page.
Note: You can make either the Overview page or the Activity page your default landing page.
For more on this, see Managing Page Navigation in Places on page 170.
4. Click OK and then click Save at the bottom of the page.
Setting Up the Search Widget
The Search widget allows your users to quickly search a specific space or group in your community, or the
entire community.
1. Go to your place and select the Overview tab in the main navigation.
2. Click the gear icon > Edit overview page.
3. From the widgets list, select Content > Search Widget.
4. Drag the widget down into your layout area and drop it where you want it.
5. Click the small triangle in the upper right corner of the widget and select Edit this widget.
6. Use the title "Search Widget" or create your own, for example, "Search this Group" or "Search Me!"
7. Select the number of results to return in the search.
8. Select the place to perform the search. This can be any place in the community, or the entire
community (which would be your "root" space).
9. Click Save Properties.
10.When you're finished making changes to your place's layout, click Publish Layout.
Setting Up Image Navigation
If you have enabled the widgetized community Home page and you have Manage Community permission,
you can configure any place's Overview page (if widgets are enabled), including the community Home
page, with image-based navigation to quickly direct your users to useful pages. First, you'll add the Image
Navigation Widget to your place's layout, then add images and links to the widget.
Add the Image Navigation Widget to Your Place's Layout
1. Go to the place you own and click Overview > gear icon > Edit overview page (you might need to use
the Settings option to add the overview page to your place) to begin editing the place's Overview page.
2. From the widgets list, select Other > Image Navigation Widget.
3. Drag the widget down into your layout area and drop it where you want it.
4. Click the small triangle in the upper right corner of the widget and select Edit this widget.
5. Change the widget's title or leave that field blank if you do not want any title.
6. Select whether you want the header and border to be displayed.
7. Click Save Properties.
Add Images to the Widget
After you've added the Image Navigation Widget to your place's layout, you'll add images and links to the
widget, then publish the updated layout of the place.
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1. Click the small triangle in the upper right corner of the Image Navigation Widget and select Edit this
widget.
2. Click Add a new image link.
3. In the "Provide a Target Link" field, type in the URL that you want the image to link to.
4. Provide a caption for the image. You can use the caption Jive provides automatically, or overwrite it
with your own.
5. Select the image you want to use for this link, and then click Save.
6. Repeat these steps until you have all the images you want to display in the widget. The limit is 8. You
can move them around to change the order in which they are displayed by dragging and dropping them.
7. When you're finished, click Publish Layout on the editing page.
Setting Up the Ask Widget
The Ask (a place) widget allows users to quickly ask a question in a specific space or group in your
community, or the entire community. After the user types a question into the Ask widget, the search
function displays possible answers based on matching keywords. If the user doesn't see the correct
answer in the results list, they can create a discussion right from the widget. This can be very helpful in
places designed to support customers or employees.
1. Go to the Overview page for your place and click the gear icon > Overview page.
2. From the widgets list, select Content > Ask (place).
3. Drag the widget down into your layout area and drop it where you want it.
4. Click the small triangle in the upper right corner of the widget and select Edit this widget.
5. Use the title "Ask (place)" or create your own, for example, "Ask Us a Question". You can also change
the text that will be displayed on the actual Ask button, for example, instead of "Ask It," you might want
"Submit Your Question".
6. Specify the place you want to perform the search. You can search in the current place, a single place
that you specify, or all public places in the community (this would be your "root" space).
7. Select the number of results to return in the search.
8. You have some options for what will be displayed in the search results. You can select one, some, or all
of these options:
Option
Description
All Questions
Displays in search results all questions that have
been asked, whether or not they have been
answered.
All Discussions
Displays only discussions in search results.
Answered Questions
Displays only Answered Questions in search
results.
Documents
Displays only documents in search results.
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9. Select the place you want questions posted to. This can be different from the place where the Ask
widget is located. For example, you could put the Ask widget in an "Employee Questions" group, but
post the questions to the "Employee Q&A" group.
10.Click Save Properties.
11.When you're finished making changes to your place's layout, click Publish Layout.
Setting Up the Answered Questions Widget
The Answered Questions widget allows your users to quickly see a list of questions that have been
answered in a specific space or group in your community, or the entire community. Answered questions
displayed in this widget are those that include a reply marked as a "Correct Answer".
1. Go to the Overview page for your place and click the gear icon > Overview page.
2. From the widgets list, select Content > Answered Questions.
3. Drag the widget down into your layout area and drop it where you want it.
4. Click the small triangle in the upper right corner of the widget and select Edit this widget.
5. Use the title "Answered Questions" or create your own, for example, "Recently Answered".
6. Select the number of answered questions to display in the widget.
7. Select the order in which you want the answered questions to be displayed.
8. Specify the place you want to pull the answered questions from. Typically, you'll want this to be the
current place, but it could be any other place in the community as well, or the entire community (this
would be your "root" space).
9. Click Save Properties.
10.When you're finished making changes to your place's layout, click Publish Layout.
HTML and Formatted Text Widgets
The HTML and Formatted Text widgets are extremely flexible, but should be used carefully to ensure
effective, performant pages.
The HTML and Formatted Text widgets are designed to display customized information on Overview
places, including the community Home page. You can use them to embed all kinds of assets, including
images. These widgets are often used to provide visual orientation or branding to the site or the place. The
HTML widget also allows you to add JavaScript and CSS elements, with certain security limitations, which
are described later in this topic.
Uploading Resources to a Widget
You can use the Formatted Text and HTML widgets to upload up to 10 file resources per place. (Spaces
can include any kind of files: groups and projects are limited to GIF, JPEG, PNG and BMP files.) Files
you upload will be stored as part of your community so you don't have to retrieve them from an external
location, which can improve performance and saves you the trouble of hosting them elsewhere. You
can then refer to these resources in any Formatted Text or HTML widget you have access to edit. For
instructions, see Uploading Static Resources to a Widget.
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Warning: Keep in mind that resources you upload this way are posted on the Internet and can
be viewed by anyone with access to the network. By design, they don't inherit the authentication
requirements of your site or the permissions to the place where you upload them.
Managing Performance
Uploading resources is a good way to limit the performance impact of resource loading from your widgets:
uploaded resources don't need to be authenticated on page load. However, you'll still want to consider user
page loads when determining the number and content of widgets.
Managing HTML Widget Security
To ensure security and prevent problems that can corrupt your pages and keep them from loading, any
HTML widget code that calls a <script> tag will be contained in an isolated iFrame. This is known as
"safe mode." If you want to include CSS or other styling in the widget, you can include it in the same
location as your HTML code. Isolation of the HTML widget also means that the widget can't borrow
JavaScript from the Overview page, and that visual components cannot extend beyond the perimeter of the
iframe. Simple HTML, JavaScript, and CSS continue to be supported.
In safe mode, you can still call the assets associated with the core Jive installation as follows: <script
src="/resources/scripts/jquery/jquery.js"></script> <link rel="stylesheet"
href="/styles/jive.css" media="all">
Widget upload access should be limited to users you trust. Because any social group owner can upload
resources to these widgets, it's possible for users to make incorrect judgments about appropriateness and
security, so make sure group owners are carefully chosen.
Uploading Static Resources to a Widget
You can use the Formatted Text and HTML widgets to upload file resources into Jive, so you can link to
them directly using a URL.
You can upload any kind of static file from a menu inside the Formatted Text and HTML widgets. You can
also see the available uploaded resources and copy their URLs so you can use them in your widget code.
You can upload up to 300 files per place.
Warning: Keep in mind that resources you upload this way are posted on the Internet and can
be viewed by anyone with access to the network. By design, they don't inherit the authentication
requirements of your site or the permissions to the place where you upload them.
To upload a static resource:
1. Go to the Overview page for your place and click the gear icon > Overview page.
2. Under Layout, click Widgets > Other > HTML or Widgets > Other > Formatted Text.
3. Click Manage Files.
4. Click Upload a File. Keep in mind that only image files are supported in for upload in groups and
projects.
Your file will be added to the Your uploaded files list.
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5. To copy the URL so you can use it to refer to the file in this or another widget, click Copy to Clipboard.
6. If you want to delete the file later, you can return to the Manage Files dialog and click the x next to a file
name. Make sure you're not using the file in any widgets, because links and references to a deleted file
will be broken.
Overview Page Customization Permissions
You can customize the Overview page of places. Here is a table that lists who can change what on place
Overview pages.
Page
Description
Who Can Customize
Space Overview
Displayed on the Overview tab
An administrator for the space.
for space
Project Overview
Group Overview
Displayed on the Overview tab
The project's creator. Space and Group owners can
for a project
edit the Projects that live in the space/group.
Displayed on the Overview tab
All group owners.
for a group
Community
Displayed on the front page of
Overview (Home)
your community (if configured)
Your Community Manager.
Note: If your community is connected to another community (via what's called a "bridge"), then
you might also be able to use widgets that live in the other community. Members of both the current
community and the remote (or bridged) one can use remotely available widgets to enable viewing
content and activity on the other community.
Available Widgets Reference
Different widgets are available in different types of pages.
Restriction: If your community does not have additional modules enabled, you may not see some
of the feature options that are listed and your options may be different.
The following tables show the types of widgets that can be used to customize place overview pages.
Content Widgets
Name
Description
Used In
Answered Questions
Shows questions that have had a reply marked as the
All
Correct Answer.
Ask [place name]
Allows a user to ask a question while type-ahead search
tries to answer it with a link to content in the place. If
search does not find a match, it prompts the user to ask the
question by creating a new discussion in the place.
All
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Name
Description
Used In
Event Calendar
Displays upcoming events for the space or group in a
Group Overview,
calendar format.
Space Overview
Displays a specific event from any place. The event ID
All
Event View
is located in the URL for the event, for example, "http://
yourcommunity/version/events/1000". In this case, the ID is
1000.
Featured Content
Shows the featured content (place owners can designate
All
content items to feature).
Featured Video
Shows a featured video.
Group Overview,
Project Overview,
Space Overview
Latest Poll
Shows the most recent poll created in the current place.
All
Popular Content
Shows the most liked content. Can be customized to show
All
any combination of recent discussions, documents, polls,
and/or blog posts from the current place.
Popular Tags
Shows the most commonly used tags in the current place.
All
Popular Videos
Shows the most liked videos.
All
Recent Activity
Displays a list of the most recent activity to show what
All
people are doing.
Recent Blog Posts
Shows the first 200 characters of a specific user's blog
All
posts, plus images from the blog.
Recent Content
Can be customized to show any combination of recent
All
discussions, documents, polls, blog posts, and/or bookmarks
from the current place.
Recent Ideas
Displays the place's recent ideas.
All
Recent Videos
Displays the place's recent videos.
All
Search
Allows user to search a place. Note that you can point this
All
widget to any other place in the community, not just its
containing space. For example, your Human Resources
space could search the Wellness group from this widget.
Tagged Event
Displays the most recent event that uses a specific tag that
All
you define.
Tasks
Displays the upcoming tasks in this project.
Project Overview
Top Ideas
Shows the top ideas in the community.
All
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Name
Description
Used In
Top Liked Content
Shows the content with the most likes in the current place.
All
Top Rated Content
Shows the content with the highest rating in the current
All
place.
Unanswered
Shows discussions in the current place that have been
Questions
marked as a question, but have not yet been marked
All
Answered.
Upcoming Events
On the Home page, displays all visible upcoming events
All
in the system. For all other places, displays the upcoming
events for the place.
View Blogs
Shows blog post titles, a 200-character excerpt, or the full
All
content of blog posts in a specified place.
View Document
Displays a document you select.
All
Watch a Tag
Shows community content that is tagged with the tag(s) that
All
you specify when setting up this widget. This widget is keyed
to the official Tag(s) of content; in other words, this widget
does not show content with inline #hashtags or @mention
text in the body of the content.
Place Widgets
Name
Description
Used In
Featured Places
Shows a list of community places that you designate.
All
Groups
Shows similar groups to the current group.
All
Places
Shows the places around the community in a list view
Home Page
sorted by place type.
Projects
Shows the place's associated projects.
Group Overview, Space
Overview
Related Groups
Shows a list of groups similar to the current group.
Group Overview
Related Projects
Shows a list of projects similar to the current project.
Project Overview
Space Grid
Shows the sub-spaces of the current space in a grid
Home Page, Space
view.
Overview
Shows the sub-spaces of the current space in a tree
Home Page, Space
view.
Overview
Space Tree
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Name
Description
Used In
Spaces
Shows the sub-spaces of the current space in a list
Home Page, Space
view.
Overview
Name
Description
Used In
Featured User
Displays the selected user's profile image and basic
All
People Widgets
information with an optional description.
Members
Shows the people who have joined the project.
Project Overview
Newest Members
Shows the people who most recently joined the
Home page
community.
Recent Activity
Displays a list of the most recent activity to show what
All
people are doing.
Recently Joined
Shows the people who most recently joined the group. Group Overview
Top Participants
Show the people who created or replied to the most
All
activity. (Note that a user's status points displayed in
this widget refer to points earned in the given place
only.)
Other Widgets
Name
Description
Used In
Actions
Displays the Action links through which people can
All
create content for a place.
Categories
Displays the administrator-defined categories for a
Group Overview, Project
place.
Overview, Space
Overview
Checkpoints
Shows project milestones.
Project Overview
Formatted Text
Displays your text with formatting, links, and images.
All
Group Overview
Displays an image and description for the group.
Group Overview
HTML
Renders your HTML with JavaScript or even CSS.
All
You can add custom buttons to this widget using the
<button> class.
Image Navigation
Displays a clickable menu of images and captions
linked to locations you select.
All
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Name
Description
Used In
Individual Leaders
Shows a list of community members who have earned Group overview, Space
the most Rewards, as configured by the place owner.
overview, Home page
Project Calendar
Shows checkpoints and tasks due in coming weeks.
Project Overview
Project Overview
Shows the project's graphic, owner, and creation date. Project Overview
Project Status
Shows an owner-determined status for a project.
Project Overview
Quick Tips
Displays a random quick tip about using the
Home page
community.
RSS Subscription
Displays results of a feed from another part of the
All
community or from another web site.
Slideshow Carousel
Embeds rich images and news content into a carousel All
widget.
Space Overview
Shows the space's graphic, description, tags, and
Space Overview
creation date.
Making Bulk Changes to Content in Places
Social group owners, space owners, and people with Manage Community permissions can make bulk
changes to content items stored in a place, such as applying tags, categories, and outcomes. This can
be a quick and easy way to better organize the content in a place so that you and others can find it faster
later. Or, you can move or even delete a list of items in one easy action.
1. Go to the place you own and click the gear icon > Bulk manage content.
2. Select the content items you want to apply the changes to.
3. You can apply any of the following actions by clicking the corresponding icon above the list of selected
items:
Option
Description
Add tags
This will apply the same tags to all of the selected
items.
Add categories
This will apply the same categories to all of the
selected items. You won't be able to select this if
categories are not set up in your community.
Set outcomes
This will apply the same outcomes, such as
Outdated or Final, to all of the selected items.
Move
This will move all of the selected items to the new
place you choose.
Delete
This will delete all of the selected items.
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4. Click Continue if everything looks correct. You may need to click another Continue depending on the
option you selected.
5. When you're finished making changes, click Close.
Sharing Exchange Calendars in an HTML Text Widget
Using an Exchange 2010 SP1 or later email server, you can set up a community widget to show users'
Exchange calendars, with customizable levels of visible calendar details.
Caution: Calendar sharing uses Exchange Web Services to make HTML and iCal versions of
the users' calendars available. Depending on your Exchange topology, this can (and will) publish
calendar URLs to the Internet, where they could be viewed by anyone. If you want to prevent this,
make sure you have a secure firewall in place.
To get started, set up the following on your Exchange server:
•
Create a calendar sharing profile
•
Enable the calendar sharing profile for each user for whom you want to have a visible calendar in the
community
Note: You cannot share calendars contained in public folders. A shared calendar must be a user
mailbox.
Next, follow these steps to publish shared calendars in your community:
1. Ensure that calendar publishing is enabled on your Exchange server. To do this, you can use the
following Exchange PowerShell commandlet:
Get-OwaVirtualDirectory | ft server, Name,
CalendarPublishingEnabled
2. Enable calendar publishing with:
Set-OWAVirtualDirectory "SERVER\owa
(Default Web Site)" –CalendarPublishingEnabled:
$true
3. From the Exchange Management Shell, create a new calendar sharing profile and enable anonymous
shares:
New-SharingPolicy -Name "Calendar Sharing
Policy"
4. Set the sharing policy on user mailboxes who wish to share their calendars:
Set-Mailbox -Identity User.Mailbox -SharingPolicy "Calendar Sharing
Policy"
5. Tell the target users to share their calendars either via Outlook 2010 or via Outlook Web Access.
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6. When the user publishes a shared calendar, gather the full text of the "Link for viewing calendar in a
web browser." This link will look something like this:
https://YOUR.MAIL.SERVER/owa/calendar/[email protected]/
DIFFERENT_GUID/calendar.html
7. In the community place where you want to share calendars, edit the place to include an HTML widget.
8. In the widget, include the link from above. This link must be contained in an iframe tag. Here is an
example:
<iframe src="https://YOUR.MAIL.SERVER/owa/calendar/[email protected]/
DIFFERENT_GUID/calendar.html" width="1200" height="800"></iframe>
9. Save and publish your changes to the place.
Your results in the space will look something like this:
Advanced Project Management
If you administer projects in Jive, you may be called upon to move, archive, or transfer ownership of
projects and the tasks they contain.
How do I move a project?
Jive provides the ability to move a project from one place to another. You need to own the project in order
to move it, and you must have the appropriate permissions for the place you are moving it into.
To move your project:
1. Select the project by finding it on the Projects tab of the place where it was created, or searching for it in
Places > Projects.
2. From the project's home page, select gear icon > Move Project at the upper right of the page.
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3. Navigate to the new project location.
4. Confirm the move by clicking Yes - move it here.
How can I archive a project?
You can archive a project, which removes it from the active projects list of its parent space and prevents
new content from being added to the project, such as tasks, discussions, and documents. You need to own
the project to archive it, and you must have the appropriate permissions for its parent place as well.
To archive your project:
1. Select the project by finding it on the Projects tab of the place where it was created, or searching for it in
Places > Projects.
2. When the project opens, select gear icon > Archive Project at the upper right of the page.
3. Confirm by clicking Archive.
You can see archived projects by going to Places > Projects and then selecting Show archived projects.
How can I restore an archived project?
Restoring an archived project adds it back to the active projects list and allows new content to be added to
it, such as tasks, discussions, and documents. Remember, you need to own the project in order to restore
it.
To restore an archived project:
1. Select the project by finding it on the Projects tab of the place where it was created, or searching for it in
Places > Projects.
2. When the project opens, select gear icon > Unarchive Project at the upper right of the page.
3. Confirm archiving the project by clicking Restore from archive.
How can I transfer ownership of my projects to someone else?
If you own a project, you can pass that responsibility along to someone else. If the container for the project
is restricted to members, the new owner must have access to that space or group.
Note: In addition to the project owner, the space or group admin of the place where the project
resides can also edit the project details.
To transfer project ownership to someone else:
1. Select the project by finding it on the Projects tab of the place where it was created, or searching for it in
Places > Projects.
2. When the project opens, select gear icon > Settings at the upper right of the page.
3. Click the delete icon in the Project Owner section.
4. Either start typing the new project owner's name or click Select Person to browse a list of all users.
5. Click Save.
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Why can't I access a project anymore?
The following actions may prevent you from accessing your project:
•
Transferred project ownership to someone else.
•
Moved the project to a place you can no longer access.
•
Archived your project. You should be able to see an archived project by going to Your Places > All >
Projects and then selecting Show archived projects.
Using Email
Note: The documentation for Jive for Outlook is listed separately on the main documentation page.
Email or Stream Notifications?
Here's help figuring out when you want to be notified about new activity in your streams and when you
don't.
Stream and Inbox notifications
Part of the power of your community is the ability to "live" in it for most of your working hours. You can
keep track of activity in your community without ever leaving it through notifications in your community
Inbox and through streams.
Inbox notifications
When you collaborate on content in your
community, you're automatically notified in your Jive
Inbox when updates are made to that content.
Stream notifications
If there is content that you want to watch but have
not directly collaborated on, you can follow it in a
stream. When there is new activity in your streams,
such as likes, comments, edits or new content,
you'll see an indicator dot next to the stream name
on your News (Home) page. If you hover over the
indicator, you'll see a count of new activity for that
stream since you last viewed it.
Tip: Relying on these notifications can save you time and cut down on your emails.
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Email notifications
If you want to receive email notifications, do so prudently. You may find that you rapidly accumulate
hundreds of email messages in a busy community, since you'll get an email every time that stream is
updated.
To receive emails in addition to Inbox and stream notifications, click your avatar > Preferences, answer
Yes to Receive email or mobile notifications when there is activity in the community?, and select
Email next to your Inbox or streams.
Note: The option to change your email notification preferences may be unavailable in your
community.
Here are some good email notification strategies:
•
On your Preferences page, answer No to Receive email or mobile notifications when there is
activity in the community? (This option may be unavailable in your community.) Spend one hundred
percent of your time in the community. You'll never miss an email when you keep an eye on updates in
the community.
•
Receive emails for the News Digest only. Click your avatar > Preferences, answer Yes to Receive
notifications?, and select Email for News Digest. (This option may be unavailable in your
community.) You can change the frequency that you receive this digest from the drop-down list.
•
Create an Email Watches stream and only follow critical items. Then, on your Preferences page,
answer Yes to Receive email or mobile notifications when there is activity in the community? and
select Email for that stream. (This option may be unavailable in your community.) This stream can be
helpful when you're away from the community for a few days or if you want to watch something that you
haven't directly collaborated on.
•
Change the frequency of your email notifications. On your Preferences page, answer Yes to Receive
email or mobile notifications when there is activity in the community? (This option may be
unavailable in your community.) Select a summary option from the drop-down list next to your Inbox
and streams. Instead of receiving an email for every update, you'll receive a digest of updates.
News Digest
The News Digest is a summary of community news that you can choose to receive by email.
To receive the News Digest, click your avatar > Preferences answer Yes to Receive notifications?, and
select Email. Select a frequency from the drop-down list.
The digest includes:
•
Your status. If you've entered a status message, it'll be here.
•
A list of activity around your content. If you've created or commented on content, for example, it'll be
listed here. This list will also include notes about content of yours that was viewed or commented on by
others.
•
A list of activity by people connected to you.
•
A list of popular content in the community.
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The links in the digest open content right in the community.
To cancel the News Digest, click your avatar > Preferences and unselect Email.
Customizing Notifications
You can set notifications for any of your streams and for your Inbox, so that you receive an email or
mobile app notification each time a person, place, or item posts an update or you have Inbox activity. Your
community may override notifications, so don't be surprised if these options are unavailable.
Note: Mobile notifications go to the Jive Mobile app if you have it installed on your Android or
iOS device, or to the Jive Daily app if your community uses it. If you don't have one of these apps,
mobile notifications don't have any effect.
There are a few ways to set your notifications:
From the unsubscribe link in the email
If your community manager has enabled this
feature, you can click the unsubscribe link so
you will no longer receive notifications. It switches
the Receive notifications? option to No on your
Preferences page.
When you're viewing or editing a stream
Select the stream, click
,
select Mobile and/or Email from Updates at the top
of the page, and click Done.
From your Preferences page
Click your avatar > Preferences, and answer Yes
to Receive email or mobile notifications when
there is activity in the community? Please note
that the option to change your email notification
preferences may be unavailable in your community.
Then, you can select Email or Mobile notifications
for each stream and your Inbox, and you can select
the frequency of notifications for each from the
drop-down list. Scroll to the bottom of the page and
click Save when you're done.
Caution: When you select All Activity,
you'll get an email every time that stream or
Inbox is updated. We recommend leaving
Email unselected or choosing one of the
summary options from the drop-down list;
otherwise, your email notifications could get
overwhelming pretty quickly.
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Important: If available in your community, you must answer Yes to Receive email or mobile
notifications when there is activity in the community? on your Preferences page before you
can select notification preferences and frequency for the Inbox and streams listed in the table
below.
Note: If available, select Include body of content in email if you'd like your email notifications to
include the full text of the item you're being notified about.
Notification for Inbox Activity
When you select Email or Mobile
Preferences
Inbox: Activity
Receive a notification when content you create or participate in is
updated.
Inbox: Direct Social Actions
Receive a notification when someone @mentions you, shares
content with you, or sends you a message in the community.
Inbox: Alerts
Receive a notification when you have a new task, a new follower, or
a new skills endorsement.
Inbox: Moderation
Receive a notification when you have content to moderate (if you're a
content moderator).
Following
Receive a notification when a followed person, place, or item posts
an update.
Custom streams
Receive a notification when new activity is posted in your custom
stream(s).
News Digest
Receive a summary of community news. To learn what is included in
the digest, see News Digest.
Remember: You can choose the frequency of these notifications from the drop-down list next to
each Inbox or stream.
Creating New Content Without Logging In
If your community supports it, you can post new content simply by sending an email to the community.
This feature can be especially handy for posting when you can't reach the community using a browser. For
example, you can email content from a cell phone that sends email.
Each place in your community provides email addresses for the content you can post via email. For
example, you can send an email to the address corresponding to documents in a place, and a new
document will be created there. Use the email addresses for the specific content you want to post. The
subject line of your email will be the document's title, while the email's body will be its content body. For
status updates, you can include a subject line and/or content in the email body. If you include both, the
subject line and the email body content will be separated by a line break in your posted status update; if
you include only a subject line or only email body content, then that is the only content you will see in your
status update.
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To create community content with email:
1. Click your avatar in the top right and then View Profile to open your profile.
2. Click Actions > Create content by email. You won't see this option if your administrator has not
activated the ability to create content by email.
3. Select the types of content you want to create.
4. Click Actions > Email vCards. You should receive an email from your community that includes this
vCard.
5. In your email or address book program, save the vCard as one of your Contacts. For example, in
Microsoft Outlook you can drag the vCard to your Contacts folder. On a Macintosh, you can doubleclick the vCard to add it to your address book.
6. In your email application, create a new message and select the address you just added from the vCard.
7. In the email's subject, type the title you want your content to have in Jive.
8. In the body of the email, type the main part of the content. If you want to include tags, in the last line of
your email type Tags: tag1here tag2here tag3here. This will tag your content so that people can find it
more easily later.
9. Send the email to create the content in Jive.
Posting a Reply Without Logging In
Reply to a community email from your email program and your reply will post directly into your community.
If your community manager has turned on this feature, you can post a reply to something by replying to a
notification email. You first need to set your user Preferences to receive email notifications on a particular
stream, so that when someone updates something you follow in that stream, you'll get an email about it.
(To understand how email notifications work, see Customizing Notifications on page 31).
To reply by email, just click Reply in your email program and then type your discussion reply just as you'd
type a reply to any email; then send the email. If the community is set up to receive replies via email, your
reply will be posted as if you'd logged in to your community and posted it from there.
Why Does My Email Content Look Funny?
There are several different kinds of supported email clients that your community administrator can tie into
Jive, such as Microsoft Windows Outlook, Mac Mail, Gmail, and so on. Each of these email clients creates
emails in its own unique way. Because of this, you may notice inconsistent results when creating Jive
content by email. For this reason, do not use styles or images in email content that you post to Jive.
Generally speaking, the incoming and outgoing email features of Jive were designed to handle simple
replies to content and creation of content in Jive.
Jive only creates content from the "plain text" version of an email, which may look significantly different
than the "rich text" version of the email you created or can view in your email application.
In addition, Jive will add email attachments as content attachments if the created content item supports
attachments (for example, a new discussion supports attachments, but a comment on a document does
not).
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Therefore, keep your emails simple. Do not use styles or embed images. If you want to do fancy things, it's
better to do them in Jive.
How Do I Use Feeds?
Use RSS feeds to get content updates without visiting the community.
By subscribing to a feed and using a feed reader (also known as an aggregator), you can discover what
has changed in the application without having to visit it. To learn more about feeds, see What are feeds?.
Note: RSS subscriptions are not supported if you have SSO enabled in your community because
the RSS reader cannot follow HTTP redirects for authentication.
1. To subscribe to an RSS feed
Option
Description
For places
Go to the landing page, click
,
then click Feeds.
For blogs
Go to the blog's landing page and click View
Feeds.
For discussions
Go to the discussion and click on the feed icon
.
2. You'll see a list of available feeds for that place. To subscribe, click on the link that corresponds to the
content type you want.
You can subscribe to specific content types, such as only discussions posted in a group or only the
comments of a blog.
3. Select the application you want to use as your feed reader (typically Google, MyYahoo, Safari, Firefox,
or Internet Explorer) and click Subscribe Now.
Note: When you subscribe, you may need to enter your user name and password so that Jive
knows it's not giving feed information to just anyone.
Attention: In order to subscribe to RSS feeds with Outlook 2007, you'll need to use this limited
workaround, if you use Internet Explorer.
Bridging
If you work in two connected communities, such as a public and private community associated with
the same company, you may be able to view or publish content in both places through bridging if your
community administrator has set up this feature.
If you're a member of more than one community, those communities might be connected to each other.
If they are, while you're in one community you can see into the other through widgets. Communities are
connected to each other by a community administrator. If your communities aren't connected, you won't
see ways to view content from one inside another.
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If you're a member of two communities that are connected using a bridge, you can have content from
one community appear in the other. (A bridge is something set up by your administrator. You'll know your
community is bridged if you can set its preferences by clicking Your Stuff > Preferences.) When you bridge
content from one community to another, a copy of the bridged content appears in the destination.
For example, imagine you work for a company that has an internal employee community where you
and your coworkers talk about the work (and maybe fun things) you do. But the company also has a
public community that its customers use to get information and support about your products. If the two
communities are bridged, you can have content from one community appear in the other. The kinds of
content that you can bridge include discussions, documents, and blog posts.
Suppose a customer posts a request for a new product or feature on your public community. Because they
include a lot of specific information about what they want and why, you want to make their post visible to
people on your employee community. That way, you and your coworkers can have a separate, behindthe-scenes discussion about the feature request. You might even want to make parts of your internal
discussion visible to people on the public community (such as a description of the new product as you
eventually design it).
Note: When you bridge content, you're copying content from one place to another rather than
linking a live version. That means that the version at the destination (here, the internal community)
isn't updated as its source counterpart changes. Even so, you'll get cues when the source changes,
such as with new replies.
To start bridging content, you'll first need to let the community know that you're a member of both.
1. Click the down arrow next to your avatar at the top right of the screen and select Preferences.
2. Click the Bridge Preferences tab.
3. Find the community with which you want to create a bridge.
4. Next to Account credentials, click the Connect in with Your... link.
5. Enter the user name and password you use for the other community, then click Send.
The basic steps for bridging content are essentially the same whether you're bridging a discussion,
document, or blog post (be sure to use the helpful links along the way in the user interface for guidance!).
Here's how to bridge a discussion, where you want to bridge a discussion from an external public
community to an internal employee community.
1. In the public community, go to the discussion you want to bridge.
2. In the bridge menu at the bottom of the page, click the tab that has the name of the employee
community (you can see this because you connect with your account credentials earlier).
On the bridge menu, you'll see whether any other content is already bridged from this one, as well as a
link back to where you can adjust your bridge preferences.
3. Click the Discuss this link.
4. Under Choose location, choose the place on the employee community where you want to create a
discussion that has content from the one you're bridging.
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5. Under Select which part, select check boxes for the parts of the discussion you want to copy to the
employee community. Only those you select will be copied over. You can hover your mouse over View
excerpt to see what each one says.
6. Click Continue.
7. Enter a title for the discussion you're creating. Because you're actually creating a new discussion on
the employee community that embeds content from a discussion on the public community, you need to
enter a title for the new one here.
8. Enter other content if you like.
9. To see a preview of the bridged content, click Preview embedded content. In the preview, be sure
to click View the rest of this bridged content if you want to see everything you selected. If you've
changed your mind about what you want to include, after you close the preview click the Selected
button in the upper right corner of the page.
10.Click Post Message.
11.After the discussion you're bridging has been uploaded to the other community, under Go to the new
message, click the link to see the new discussion message you've posted. You'll be taken to the other
community—here, the employee community.
12.Notice that your new post embeds the content you selected from the original. From here you can:
•
View the original discussion in the other community.
•
View the rest of the content, such as the replies to the discussion.
•
View content information, including where it came from and what its current condition is. So while the
embedded content won't change as its original changes, you can still see here whether the number
of replies and views has changed.
•
See information about bridged content and how it works.
If you've had some discussion around a bridged piece of content, you might want to get some of that
discussion back into the original content. For example, imagine you've bridged a customer discussion
into your employee community, where you and others have discussed the embedded original, replying to
the employee message you created. You arrived at something that you want to communicate back to the
public community. In a reply to the original public discussion, you can include excepts from the employee
discussion—without showing the employee discussion to the public.
To reply with content from the other side of a bridge:
1. Go to the original discussion thread.
2. At the bottom of the thread, click Reply to original post.
3. At the bottom of the content window, click the Quotes from link to view a list of content from the
discussion you created earlier to embed the bridged content.
4. Under Insert a quote, select check boxes for the parts of the content you want to copy into the original
discussion, then click Insert.
5. Notice that the text from the content parts you selected has been pasted into the new reply you're
writing. There's no other sign that the employee discussion exists.
6. Finish your reply using the content copied from the other discussion.
| Using a Jive Community | 235
Accessibility
To enable navigation without a mouse, you need to turn on the high-contrast color scheme in your
Preferences settings.
To turn on high-contrast color scheme:
1. Navigate to Preferences by clicking Your avatar > Preferences.
2. Click General Preferences.
3. At the bottom of the page, click On in the high-contrast color scheme field.
4. Click Save.
5. If you are using a Mac OSX environment, you also need to turn on all "All controls" for full keyboard
access by naviagting to System Preferences > Keyboard > Shortcuts and select All options at the
bottom of the dialog.
6. If you are using MAc OSX, you can enable voiceover capability by navigating to System Preferences >
Shortcuts > Accessibility and select Turn VoiceOver on or off
Keyboard Shortcuts
You can use the following keyboard shortcuts when using the content editor in Jive.
Note: Formatting characteristics are not retained when you copy and paste content from Microsoft
Office applications into Jive.
Table 4: Content Editing Shortcuts
Key Combo
Key Combo Mac
Action
Alt+F10
fn+option+f10
Move focus to toolbar in content editor
Ctrl-c
Command-c
Copy
Ctrl-x
Command-x
Cut
Ctrl-v
Command-v
Paste
Ctrl-z
Command-z
Undo
Ctrl-y or Ctrl-Shift-z
Command-y
Redo
Ctrl-b
Command-b
Bold
Ctrl-i
Command-i
Italic
Ctrl-u
Command-u
Underline
Ctrl-1, -2, -3, -4, -5,
Command-1, -2, -3,
Heading levels 1-6
or -6
-4, -5, or -6
Ctrl-7
Command-7
Windows
Format as paragraph
| Using a Jive Community | 236
Key Combo
Key Combo Mac
Action
Windows
Ctrl-8
Format as div
Ctrl-9
Address
Tab
Tab
Shift-Tab
Indent 5 spaces or indent a list item 1 level
Outdent 5 spaces or outdent a list item 1
level
Esc
Move the focus to the first visible submit
button
Ctrl-s
Ctrl-s
Publishes your content.
Caution: In previous versions,
this key combination saved a draft,
rather than publishing, for blog
posts only. This is no longer the
case.
Passwords
Use a strong password containing mixed cases, numbers, and/or special characters to protect your content
and your community identity.
By making a password that's strong enough to stump the guessers, you're not only protecting your
own content (including any private content you have), but also the content and activity of others in the
community. Here are a few guidelines for making a password that only you know.
•
Make sure at least three characters are upper-case, lower-case, numerals, or punctuation.
•
Try using words instead of numbers—"six" instead of "6", for example.
•
Use numerals instead of letters here and there—"0" instead of "o" would work.
•
Mix uppercase and lowercase letters—as in "feLiX".
•
Add punctuation or other special characters. You could throw in a "!" or "$" or "@"—pretty much
anything you like, really.
•
Use at least six characters, although you're better off with eight or more.
If you forget your password, you can ask your community administrator to reset it, or if your community
allows you to change your password, you can change it using following steps:
Note: Some communities provide a Forgot Password link at the login screen, which enables you to
reset your password right there.
1. Change your password by going to the top right and selecting your avatar > Change Password. If you
don't see the Change password link, then your community has user password changing disabled and
you need to contact a community administrator to change or reset your password.
| Using a Jive Community | 237
2. Change your password using the strength meter to measure how strong you've got it so far, and what
you can do to improve it, and then click Save.
Time Zone and Locale Preferences
Your time zone and locale settings determine how time and locale are displayed on your content.
To set your time zone and locale preferences:
1. Go to your user Preferences page by clicking on your avatar in the upper right corner and selecting
Preferences.
2. Select your Language and Locale. This can be important if you use Jive from a web browser set to
another locale, such as when you're working in an Internet cafe in another country. Your preference
here takes precedence. If you want to use the locale set by your administrator for the entire community,
make sure that your web browser is not set to a specific locale (or the browser's locale will override the
administrator's locale setting unless the browser locale is not supported by Jive).
Note: Decimal and thousand separators for files sizes are displayed according to the locale.
When user has a locale set in their Preferences page, we use the user locale. If your locale is
set to default, Jive uses browser locale.
3. Select your Time Zone. This setting is used in the timestamp when you publish a blog post, document,
or discussion. Your administrator sets the time zone that affects the start and end times for all
announcements, polls, projects, tasks, and checkpoints.
4. Click Save.
Changing Non-Editable Profile Fields
Sometimes profile fields can't be edited because an administrator has locked them down, or because they
come from a directory server controlled by your organization.
If you can't edit a field such as your name or title in your profile, it's typically because an administrator has
set your community up this way. Often, fields like name, title, email address, and department aren't entered
by a Jive admin, but come from a directory server such as Active Directory. In this case, the community
administrator can't directly edit them in the profile, either.
Every organization is different, so who you should ask for help depends on who is responsible for this part
of your site data. If you need to change a non-editable field in your profile, you can try the following paths
for getting it changed:
•
If you know who your community manager is, ask him or her who controls these fields. Often, he or she
can make the change, request a change for you, or tell you who can handle the change.
•
If you don't know who your community manager is, try contacting your human resources department or
your IT support department. These departments often administer your company's directory server, or
know who does.
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