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Lotus Quickr 8.1 User Essentials
Lotus Training Overview

During this course you will learn how to use Lotus Quickr to share all types of content with your colleagues down the hall or around the globe in blogs, wikis, discussions, file libraries, and shared calendars and tasks.

You will learn how to quickly create new Places and add content using a variety of Page styles. You will also learn how to install and use the Lotus Quickr Connectors so you can share files directly from Windows Explorer, Microsoft Office and Outlook, and Lotus Symphony, Notes, and Sametime.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • Log in to the Quickr Server and navigate to various types of Places, including a blog, wiki, and a Standard Place for Teams.
  • Describe the Home Page features in a Standard Place for Teams Place.
  • Use the Table of Contents and breadcrumbs to navigate between Folders.
  • See what’s new in a Place in the last day or week.
  • Use the QuickBrowse navigator to quickly page through new content or the results of a search.
  • Use the More Actions button, item control, and name control to operate on items in the current window.
  • Describe Quickr security mechanisms including the permissions given by the five Roles users can be assigned to.
  • Use the New Page or Folder button to create any type of Page.
  • Describe the purpose of a working draft as it relates to the check in/check out document control mechanism.
  • Use the Check In with Options button to control how and where a Page is saved.
  • Participate in a threaded discussion using Post and Response Page types, and control how items are displayed in the Folder.
  • Create new Folders and move Pages to them using the Folder Navigator and the Move command.
  • Use the shared Calendar and Tasks Folder to coordinate activities with other Place members.
  • Create and secure a New Place and invite users to become members, create a new Folder from one of the Folder types, and create and secure a new Room in your Place.
  • Describe the various ways you can customize a Place to better meet the needs of its members to share content.
  • See how Sametime presence awareness and chat work within Quickr and how to start or schedule Sametime Online Meetings.
  • Describe how email is integrated with Quickr to accomplish a variety of goals including Place invitation, new content newsletters, calendar invitations, and task assignments.
  • Install and configure the Lotus Quickr Connectors and share files from popular desktop applications.
  • Learn how to send links to files stored in Quickr rather than sending large attachments in emails.
Lotus Training Audience

This course assumes basic personal computer and software skills, and is designed for individuals who can:
  • start and stop software applications in Microsoft Windows
  • perform basic Windows operations, such as to manage windows, cut and paste, drag/drop, etc.
  • use Microsoft Windows Explorer to find and organize files
  • use the Internet Explorer browser to open and navigate Web sites
  • use any type of email client
  • create, format, and print documents using Microsoft Office or Lotus Symphony.
Lotus Training Course duration

This course is sold as a 1/2 day course.

Course design

This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.


Lotus Training Course outline

    Topic 1: Get Started
      How you use Quickr to share content
      Log in to the Quickr web site
      Places area
      Files area

    Topic 2: Standard Places for Teams
      Exercise: Open the New Product Launch Place
      New Product Launch Place features
      Place Security
      Exercise: Determine your Role
      Default Roles
      Check In/Check Out document control
      Exercise: Create a new Post in the Discussion Folder
      Check In with Options button
      Respond to a Post

    Topic 3: Discussion Folder Features
      Table of all entries/Details toggle
      Sort by column title
      Show items
      Hide all responses/Show all responses toggle
      Download file(s) from item
      Select multiple items
      Item control
      Name link and name control
      More Actions button
      Show Folder/Hide Folder Navigator

    Topic 4: New Page or Folder Button
      Post
      Page
      Upload
      Imported Page
      Multiple Imported Pages
      Microsoft Word, Excel, PowerPoint Pages
      Event
      Online Meeting
      Task
      Link Page

    Topic 5: Create New Place
      Who can create a new Place
      Exercise: Create new Place
      Secure and customize your Place
      Members list
      Exercise: Add a member to your Place
      New Page or Folder button for Managers and Owners
      Folder types
      Create new Folder
      Discussion Folder type
      Change Folder Options
      Exercise: Create new Discussion Folder
      Simple List Folder type
      Headline Folder type
      Slide Show Folder type
      Ordered List Folder type
      Delete Folder
      New Inner Room
      Exercise: Create new Inner Room
      Groups in Places
      Delete Inner Room
      Customize your place

    Topic 6: Notifications and Email
      Newsletters
      Exercise: Configure Daily Newsletter
      Calendar subscription
      Task assignment and completion
      Send email to a Place

    Topic 7: Lotus Quickr Connectors and the Files Area
      User: Download and install Quickr Connectors
      Add a Place
      Windows Explorer connector
      Microsoft Office connector
      Microsoft Outlook connector
      Lotus Notes 8 connector
      Lotus Sametime connector
      Lotus Symphony connector
      The Files area
      Quickr File Monitor menu commands
      Quickr Entry

 
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